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Deploy this template to provide employees with a standardized way to request the
configuration of a virtual machine (VM) backup.
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:
Backup Plan Name: The name of the backup plan.
Schedule Expression: The schedule on which the backup runs.
Lifecycle: The retention duration for the backup, such as 30, 60, or 90 days.
Backup Selection Name: The name of the backup selection.
IAM Role ARN: The Amazon Resource Name (ARN) of the IAM role used for the backup.
Resources: The resources selected for the backup.
Backup Vault Name: The name of the backup vault that stores the backup.
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.
