Loading
Upcoming Mandatory Changes to Public Key Infrastructure (PKI)Read More
Salesforce Enforces New Security Requirements in Summer 2026Read More
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Conduct Change Risk Assessment for IT Services

          Conduct Change Risk Assessment for IT Services

          Conduct a risk assessment to understand the potential impact of a change before you implement it. By evaluating factors such as urgency, scope, and affected systems, your team can make informed decisions to minimize disruptions and protect service quality.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
          User Permissions Needed
          To access Risk Assessment questionnaire: Complete Change Risk Assessments
          1. From the Change Request Record page, go to the Risk Evaluation tab.
          2. Click Start to start the evaluation.
          3. On the Risk Evaluation Questionnaire page, answer the questions and click Next.
          4. Answer the questions on next page and click Next.
            You can review the calculated risk level and risk score on the Risk Score card.
          5. To retake the questionnaire, click Retake in the Risk Evaluation tab.
           
          Loading
          Salesforce Help | Article