---
schema_version: "1"
id: d5890b4e77e00c9ddf89969404cb7aadd440b1e395c94019fffe1b8727261e19
title: Security, Risk, and Compliance Services Templates
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/it_srvcs_rqst_mgmt_sci_sec_risk_cmplnc_tmplt.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.it_srvcs_rqst_mgmt_sci_sec_risk_cmplnc_tmplt.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2d60d478fbb186a26ca7ee348fc1d9992b7713765b906c89301249ae72528848
description: 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.
products:
  - Service Cloud
  - Agentforce IT Service
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions with Agentforce IT Service.</td></tr></tbody></table>

- **[Request Policy Exception](https://help.salesforce.com/s/articleView?id=service.it_srvcs_rqst_mgmt_sci_sec_plcy_excptn.htm&release=264.0.0&type=5)**  
    Deploy this template to provide employees with a standardized way to request a policy exception.
- **[Request Security Policy Exception](https://help.salesforce.com/s/articleView?id=service.it_srvcs_rqst_mgmt_sci_sec_scty_plcy_excptn.htm&release=264.0.0&type=5)**  
    Deploy this template to provide employees with a standardized way to request an exception to a security policy.
- **[Report Phishing Email](https://help.salesforce.com/s/articleView?id=service.it_srvcs_rqst_mgmt_sci_sec_rpt_phsh_email.htm&release=264.0.0&type=5)**  
    Deploy this template to provide employees with a standardized way to report suspicious or phishing emails.
- **[Report a Security Vulnerability](https://help.salesforce.com/s/articleView?id=service.it_srvcs_rqst_mgmt_sci_sec_rpt_vuln.htm&release=264.0.0&type=5)**  
    Deploy this template to provide employees with a standardized way to report security vulnerabilities.
- **[Enroll User in Security Training](https://help.salesforce.com/s/articleView?id=service.it_srvcs_rqst_mgmt_sci_sec_enrl_sec_trnng.htm&release=264.0.0&type=5)**  
    Deploy this template to provide employees with a standardized way to request enrollment in a security training program.