Use these templates to manage the lifecycle of user identities and access security requests. Provide employees with structured intake forms for account recovery and security actions, ensuring consistent data capture and automated fulfillment workflows for your IT and security administration teams.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service. |
- Reset Account Password
Deploy this template to provide employees with a standardized way to make self-service account password reset requests. - Unlock User Account
Deploy this template to provide employees with a secure, self-service channel for instant account unlocking. - Request Application Password Reset
Deploy this template to provide employees with a standardized way to request an application password reset. - Request Salesforce Password Reset
Deploy this template to provide employees with a standardized way to reset their Salesforce account password. - Request Okta Password Reset
Deploy this template to provide employees with a standardized way to reset their Okta password. - Request Password Reset for OneLogin
Deploy this template to provide employees with a standardized way to reset their OneLogin account password. - Request Password Reset for Colleague
Deploy this template to provide employees with a standardized way to request a password reset for a colleague. - Request Account Unlock for Colleague
Deploy this template to provide employees with a standardized way to request an account unlock for a colleague. - Request User Removal from Active Directory
Deploy this template to provide managers with a standardized way to request the removal of a direct report from Active Directory. - Request User Access Management
Deploy this template to provide employees with a standardized way to request site membership and ownership changes. - Request Salesforce User Access
Deploy this template to provide employees with a standardized way to request Salesforce user access. - Request Guest Access
Deploy this template to provide employees with a standardized way to request guest access. - Request Supplier Account
Deploy this template to provide employees with a standardized way to request the onboarding of a new supplier. - Request Credential Rotation
Deploy this template to provide employees with a standardized way to request the rotation of credentials for a secret. - Request Credential Deletion from Password Manager
Deploy this template to provide employees with a standardized way to request the deletion of credentials or secrets from a password manager. - Request Password Manager Password Update
Deploy this template to provide employees with a standardized way to request updates to credentials in a password manager. - Request Terraform Access Token
Deploy this template to provide employees with a standardized way to request a new Terraform access token. - Request Terraform Token Rotation
Deploy this template to provide employees with a standardized way to request the rotation of an existing token. - Request Ownership Transfer
Deploy this template to provide employees with a standardized way to request an ownership transfer for folders and digital resources.