Security, Risk, and Compliance Services Templates

Use these templates to manage security awareness, threat reporting, and policy governance requests. Provide employees with structured intake forms for reporting threats and requesting policy exceptions, ensuring consistent data capture and auditable fulfillment workflows for your security and compliance teams.

Required Editions

Available in: Lightning Experience

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

Request Policy Exception
Deploy this template to provide employees with a standardized way to request a policy exception.
Request Security Policy Exception
Deploy this template to provide employees with a standardized way to request an exception to a security policy.
Report Phishing Email
Deploy this template to provide employees with a standardized way to report suspicious or phishing emails.
Report a Security Vulnerability
Deploy this template to provide employees with a standardized way to report security vulnerabilities.
Enroll User in Security Training
Deploy this template to provide employees with a standardized way to request enrollment in a security training program.