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. Screenshots to document process will not be deleted after one year.