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
From the Change Request Record page, go to the Risk Evaluation
tab.
Click Start to start the evaluation.
On the Risk Evaluation Questionnaire page, answer the questions and click
Next.
Answer the questions on next page and click Next.
You can review the calculated risk level and risk score on the Risk Score card.
To retake the questionnaire, click Retake in the Risk
Evaluation tab.
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