Email and Group Management Templates

Use these templates to manage the lifecycle of employee email accounts, distribution lists, and shared mailboxes. Provide employees with structured intake forms for account creation and group management, ensuring consistent data capture and automated fulfillment workflows for your IT and administration teams.

Required Editions

Available in: Lightning Experience

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

Request New Distribution List or Group
Deploy this template to provide employees with a standardized way to request for new email distribution lists or groups.
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.
Request Shared Mailbox
Deploy this template to provide employees with a standardized way to request for new shared mailboxes.
Request Add or Remove Group Members
Deploy this template to provide employees with a standardized way to request adding or removing members from Active Directory (AD) groups.
Manage Active Directory Group Membership
Deploy this template to provide employees with a standardized way to request changes to Active Directory group memberships.
Request Group or Team Owner Change
Deploy this template to provide employees with a standardized way to request a change of owner for a Microsoft Entra group or team.
Request Distribution List Membership Update
Deploy this template to provide employees with a standardized way to request updates to an existing distribution list.
Request Google Workspace Account
Deploy this template to provide employees with a standardized way to request a new Google Workspace account.