Agentforce automatically populates key fields such as change type, business
justification, impact analysis, and risk level. This automation streamlines scheduling, reduces
manual effort, and improves the change request management process.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, and Unlimited Editions with Agentforce IT
Service.
Change request fulfillers and managers use the agent actions available for change request
management. They can use these actions within the Agentforce conversation flow to identify and
summarize the change request.
Find and Summarize Change Request
Here’s how change request fulfillers can find and summarize change request for dark mode
release by using Agentforce.
Instructions
Example Utterance or User Input
Agent response
Standard Action Engaged
Ask the agent to provide a summary of the change request that is currently in
context.
Summarize this change request.
Provide a summary of this change request
Can you summarize the details of this change request?
Give me a brief summary of the change request.
The agent summarizes the purpose and status of the change request (for example,
the release of the dark mode feature has a Low risk and is Scheduled for the next
release).
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