Request New Email Account (with Microsoft Entra ID)

Deploy this template to provide employees with a standardized way to request for new employee or role-specific email accounts.

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:

Employee ID: The employee identification number.
Employee Name: The employee’s full name.
Preferred New Email Address: The employee’s preferred new email address.
Secondary Email: The secondary email address.

Automated Fulfillment

This service process includes a fulfillment flow that automatically processes the service request. You can extend this flow in Flow Builder to include custom logic, such as automated manager approvals or inventory checks.

Note The fulfillment flow for this service process orchestrates automatic manager approval before fulfilling the request.

Integration

This template uses a preconfigured integration with Microsoft Entra ID in the fulfillment flow. To use this integration, ensure your Microsoft Entra ID credentials are configured. To learn more about this third-party connector, see Microsoft Entra ID connector.