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Reserve Conference Room
Deploy this template to provide employees with a standardized way to request conference room reservations.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service. |
This template creates a service request record that captures essential user details for accurate and auditable fulfillment. Review what’s included with the template.
Intake Attributes
The intake form for this template captures these details from the employee:
- Conference Room Name and Number: The specific name and number of the conference room the user wishes to book.
- Floor Number: The specific floor within the building where the conference room is located.
- Building Name: The name of the building where the conference room is situated.
- City: The city location of the office where the reservation is being made.
- Country: The country where the office and conference room are located.
- Number of Members: The total number of attendees expected to be present in the room for the meeting or event.
- Reason for Meeting: A brief explanation of the purpose of the reservation to ensure appropriate room allocation.
- Reservation Start Date and Time: The specific date and time when the conference room booking is scheduled to begin.
- Reservation End Date and Time: The specific date and time when the conference room booking is scheduled to conclude.
Manual Fulfillment
This service process routes the request for manual fulfillment to the IT team. You can build a flow in Flow Builder to include custom logic, such as manager approvals or automated fulfillment.
Integration
This template doesn't include any preconfigured integrations for intake or fulfillment. Use Flow Builder to create custom flows with connectors that define how the request is captured and fulfilled.
