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            Report Salesforce Platform Issue

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            Report Salesforce Platform Issue

            Deploy this template to provide employees with a standardized way to report Salesforce platform issues.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.

            This template creates an incident 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:

            • Issue Description: A detailed description of the reported issue.
            • Impact: The level of business impact caused by the issue.
            • Urgency: The level of urgency for resolving the reported issue.

            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