Set Up Change Request Management IT Services

Get started with Change Request Management to help you implement, track, and manage changes efficiently. Enable the necessary features, assign permissions, and customize fields to support consistent and streamlined change processes for IT operations.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.

Enable Features for Change Request Management in IT Services
Turn on settings in your org that turn on Change Request Management and its associated features.
Change Request Management Permissions for IT Services
Change Request Management users need permission set licenses to access and manage change records, workflows, and approvals. Understand what each permission set license offers. These licenses are provided out of the box and are required to get started with the Change Request Management process.
Stage Management for Change Requests in IT Services
Define and manage stages, transitions, and tasks for change requests to standardize change processes and improve execution.
Change Request Conflict Detection
Identify and manage scheduling conflicts between change request that affect the same configuration items to help prevent overlapping changes and improve deployment planning.
Change Advisory Board for IT Services
A change advisory board (CAB) reviews and evaluates change requests before implementation.