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            Manage Active Directory Group Membership

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            Manage Active Directory Group Membership

            Deploy this template to provide employees with a standardized way to request changes to Active Directory group memberships.

            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:

            • Group Name: The name of the Active Directory group for the membership change.
            • Membership Action: The requested action, either adding or removing a user from the specified group.
            • Business Justification: The business reason for changing group membership.

            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.

             
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            Salesforce Help | Article