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            Stage Management for Change Requests in IT Services

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            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