Work with Change Request: Update

To update data of the Account or Contact record, users with the following roles are allowed to:

  1. As the administrator:

    • reuse or create the fields to update on the Change Request object

    • create the Change Request Mapping record

  2. As the representative, create a new Change Request record and send it for approval.

  3. As the manager/supervisor, approve or reject the representative’s Change Request record.

We recommend adding the Change Request related list on the Account and Contact page layout to have an ability to manage change requests for an Account or Contact record.

Representative: Create a Change Request

If the representative has the corresponding permissions, they can create a new Change Request: Update record:

  1. Go to the Change Requests tab, click New.

    Also, you can create a new record under the Change Requests related lists on the specific Account or Contact record.

  2. Select the Update record type and click Next.

  3. Add new value(s) for the specific field(s).

  4. Click Save.

The new Change Request: Update record is created. The Status should be Sent for verification if the representative wants to approve their request.

Supervisor: Approve or Reject the Change Request

When a representative created a new Change Request: Update record with the Sent for verification status, it is sent to the supervisor in charge.

To approve a Change Request: Update record:

  1. Go to the Change Requests tab and select the required Change Request record.

  2. Click Edit.

  3. Double-click a pencil next to the Status field and select the required Status value from the picklist.

  4. Click Save.

If the Change Request: Update record is approved, the representative sees the new value(s) in the target field(s) of the target object record.

``