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Deploy this template to provide managers with a standardized way to request the
removal of a direct report from Active Directory.
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 manager:
User Email: The email address of the direct report for removal from Active
Directory.
Business Justification: The business justification for the removal request.
Automated Fulfillment
This service process includes a fulfillment flow that automatically processes the service
request. You can extend this flow in Flow Builder to include custom logic, such as automated
manager approvals or inventory checks.
Note The flow routes the request for manager approval and, after approval, triggers an
automated API call to remove the user from Active Directory.
Integration
This template uses a preconfigured integration with Active Directory or an identity
management system. The integration retrieves the list of managed users during intake and
performs the automated user removal during fulfillment. To use this integration, configure
your system credentials.
