Deploy this template to provide employees with a standardized way to report suspicious or phishing emails.
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:
- Sender Email Address: The email address of the sender who sent the suspicious email.
- Link Clicked: Confirmation of whether the user clicked links or attachments in the suspicious email.
Manual Fulfillment
This service process routes the request for manual fulfillment to the IT team. You can build a flow in Flow Builder to include custom logic, such as manager approvals or automated fulfillment.
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.