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            Request Ownership Transfer

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            Request Ownership Transfer

            Deploy this template to provide employees with a standardized way to request an ownership transfer for folders and digital resources.

            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:

            • New Owner Email Address: The email address of the user who will receive ownership of the folders.
            • Folder List: The list of folders identified for the ownership transfer.
            • Subject: The subject of the ownership transfer request.

            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