Ask An Admin (AAA) Change Requests

If you have a question or want to request a change in Salesforce, submit a new AAA request. This helps admins document changes and is useful for recalling specific details after-the-fact

View Open AAA Change requests here

Submit a New AAA

• Navigate to the AAA tab
  
  • You may need to click on More from the tabs to see AAA
• Click the New Button

• Fill out the following fields:
  
  • Request Subject: A short description of the change (you will have a chance to add a longer description in the Description box)
  • Requestor: Your name or the person who is requesting the change if you are submitting for someone else 
    • This is the person who will be notified when the change is complete
  • Area: Pick the area that you work in or select multi-area if the change will affect multiple groups
  • Request Type: Pick the type that best describes your change request
    • Leave blank if unsure and admins will populate for you
  • Request Status: Leave as New
  • Date Requested: This defaults to the day you create the request. No need to change the Date Requested
  • Priority: Please be mindful of the priority level. Okay to leave blank if no priority
    
    • Only use High or Critical if it's absolutely necessary
    • It is a good idea to call or email admins as well if it is a critical change, so we are aware this needs immediate attention
  • Date Needed: If you require the change to be completed by a certain date, enter it, otherwise it's okay to leave blank
  • Description: A longer description of the change you are requesting.  The more detailed, the better
  • Click Save to create the new AAA change request
• Users can upload files to AAA change requests
  • Once the record is saved, the screen will refresh and you have the option to upload a file if necessary

Retention Note: Files attached to AAA requests will be deleted after one year.