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            Enroll User in Security Training

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            3. Agentforce IT Service

            Enroll User in Security Training

            Deploy this template to provide employees with a standardized way to request enrollment in a security training program.

            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:

            • Training Channel Name: The name of the specific security training channel for the enrollment request.
            • Trainee Email Address: The email address of the individual attending the security training.

            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