Change Request Management

Currently, only the Change Request: Update process is described and can be applied.

Change Request functionality is intended to control the data quality within an organization. Configure your company-specific approval process to update the client’s data.

Change Request: Update

Follow the guidelines to use the Change Request: Update functionality:

  1. Think about the data you might need to change, for example, phones, addresses, contact email, etc.

  2. Clarify roles and permissions according to your company’s Change Request processes.

  3. Create the related fields on the Change Request object and map fields of the target and Change Request objects.

  4. Add the Change Requests related list to the target object tabs.

Next, the representative creates a change request that will be sent to a supervisor for approval.

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