Renew Software Subscription

Deploy this template to provide employees with a standardized way to request software subscription renewals.

Required Editions

Available in: Lightning Experience

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

This template creates a service request record that captures essential user details for accurate and auditable fulfillment. Review what’s included with the template.

Intake Attributes

The intake form for this template captures these details from the employee:

Software Name: The name of the software application or subscription requiring renewal.
Renewal Timeframe: The requested duration for the subscription renewal.
Business Justification: A brief explanation of why the software renewal is necessary to continue supporting the employee’s role or project.

Note The intake flow for this service process includes a preconfigured integration with Okta to fetch a list of existing software subscriptions for the user.

Manual Fulfillment

This service process routes the request for manual fulfillment to the IT team. You can build a flow in Flow Builder to include custom logic, such as manager approvals or automated fulfillment.

Integration

This template doesn't include any preconfigured integrations for intake or fulfillment. Use Flow Builder to create custom flows with connectors that define how the request is captured and fulfilled.