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          Stage Management for Change Requests in IT Services

          Stage Management for Change Requests in IT Services

          Define and manage stages, transitions, and tasks for change requests to standardize change processes and improve execution.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
          • Stage Definitions for Change Types
            Use predefined stage templates for emergency, standard, and normal changes to apply the correct stages, transitions, and tasks for each change type.
          • Set Up Stage Management for Change Requests in IT Services
            Create stage definitions from change management templates to guide your team through the entire lifecycle of a change request. This process ensures that every change is implemented smoothly and follows a standardized workflow from start to finish.
           
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          Salesforce Help | Article