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          Request Virtual Machine Backup Provisioning

          Request Virtual Machine Backup Provisioning

          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.

           
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          Salesforce Help | Article