Use these templates to manage the lifecycle of user identities and access security
requests. Provide employees with structured intake forms for account recovery and security
actions, ensuring consistent data capture and automated fulfillment workflows for your IT and
security administration teams.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited
Editions with Agentforce IT Service.
Reset Account Password Deploy this template to provide employees with a standardized way to make self-service account password reset requests.
Unlock User Account Deploy this template to provide employees with a secure, self-service channel for instant account unlocking.
Request Application Password Reset Deploy this template to provide employees with a standardized way to request an application password reset.
Request Salesforce Password Reset Deploy this template to provide employees with a standardized way to reset their Salesforce account password.
Request Okta Password Reset Deploy this template to provide employees with a standardized way to reset their Okta password.
Request Password Reset for OneLogin Deploy this template to provide employees with a standardized way to reset their OneLogin account password.
Request Password Reset for Colleague Deploy this template to provide employees with a standardized way to request a password reset for a colleague.
Request Account Unlock for Colleague Deploy this template to provide employees with a standardized way to request an account unlock for a colleague.
Request User Removal from Active Directory Deploy this template to provide managers with a standardized way to request the removal of a direct report from Active Directory.
Request User Access Management Deploy this template to provide employees with a standardized way to request site membership and ownership changes.
Request Salesforce User Access Deploy this template to provide employees with a standardized way to request Salesforce user access.
Request Guest Access Deploy this template to provide employees with a standardized way to request guest access.
Request Supplier Account Deploy this template to provide employees with a standardized way to request the onboarding of a new supplier.
Request Credential Rotation Deploy this template to provide employees with a standardized way to request the rotation of credentials for a secret.
Request Password Manager Password Update Deploy this template to provide employees with a standardized way to request updates to credentials in a password manager.
Request Terraform Access Token Deploy this template to provide employees with a standardized way to request a new Terraform access token.
Request Terraform Token Rotation Deploy this template to provide employees with a standardized way to request the rotation of an existing token.
Request Ownership Transfer Deploy this template to provide employees with a standardized way to request an ownership transfer for folders and digital resources.
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