Deploy this template to standardize the end-to-end employee offboarding workflow.
Orchestrate multiple departmental service requests with this primary service
request.
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:
- Username: The username of the employee being offboarded.
- Email: The email address of the employee being offboarded.
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.
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.
