---
schema_version: "1"
id: 6799b684f663074ba3ac345ff0077483b7451d13a02e7d3d6a02ed60a5130d33
title: Request New Software Evaluation
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/it_srvcs_rqst_mgmt_sci_app_sftwre_sw_evltn.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.it_srvcs_rqst_mgmt_sci_app_sftwre_sw_evltn.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 82be5639512478f0aa06bdc3658834f414fafb7265154c12340031c81fea4120
description: Deploy this template to provide employees with a standardized way to request for new software evaluation for addition to company's approved software list.
products:
  - Service Cloud
  - Agentforce IT Service
release: "264"
---
# Request New Software Evaluation

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions with Agentforce IT Service.</td></tr></tbody></table>

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.