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            Request Desk Phone Setup or Support

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            Request Desk Phone Setup or Support

            Deploy this template to provide employees with a standardized way to request desk phone setup or support.

            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:

            • City: The city where the employee needs desk phone service.
            • Building: The specific building identifier for the desk phone request.
            • Floor: The floor number of the service location.
            • Desk Number: The specific desk or workstation identifier for the service request.

            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.

             
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