Deploy this template to provide employees with a standardized way to request for new software evaluation for addition to company's approved software list.
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 being requested for evaluation.
- Reason for Evaluation: A brief explanation of the business need or specific use case being tested during the evaluation period.
- Required By Date: The specific date by which the software evaluation needs to be completed or accessible.
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.