Use these templates to manage the lifecycle of employee email accounts, distribution
lists, and shared mailboxes. Provide employees with structured intake forms for account creation
and group management, ensuring consistent data capture and automated fulfillment workflows for
your IT and administration teams.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited
Editions with Agentforce IT Service.
Request New Distribution List or Group Deploy this template to provide employees with a standardized way to request for new email distribution lists or groups.
Request Shared Mailbox Deploy this template to provide employees with a standardized way to request for new shared mailboxes.
Request Add or Remove Group Members Deploy this template to provide employees with a standardized way to request adding or removing members from Active Directory (AD) groups.
Manage Active Directory Group Membership Deploy this template to provide employees with a standardized way to request changes to Active Directory group memberships.
Request Group or Team Owner Change Deploy this template to provide employees with a standardized way to request a change of owner for a Microsoft Entra group or team.
Request Google Workspace Account Deploy this template to provide employees with a standardized way to request a new Google Workspace account.
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