IT risk managers use proactive actions to analyze, prioritize, and mitigate
risks.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, and Unlimited Editions with Agentforce IT
Service.
Summarize Risk
When a Risk record is created or updated, the Risk Summary action analyzes the risk record
and related evaluation data to generate a concise risk analysis summary. Risk managers can
refresh the summary at any time to include the latest downstream changes that affect
score.
For example, instead of reviewing multiple related records, a risk manager gets key details
such as risk overview, inherent and residual scores, and key mitigating controls. The risk
summary helps risk managers quickly the decide next steps and communicate clear updates to
stakeholders in reports, emails, or Chatter posts.
Summarize Risk Evaluation
When a Risk Evaluation is created, the Summarize Risk Evaluation action reads the
evaluation record and related assessments to generate a short summary of key details. Risk
managers can refresh the summary at any time to include the latest updates.
For example, instead of reviewing multiple tabs and related lists, a risk manager gets key
details such as evaluation status, evaluator, findings, assessment counts, completion
progress, key assignees, and score highlights such as inherent and residual risk. The risk
evaluation summary helps risk managers understand evaluation progress quickly and take
action sooner.
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