Filling out a Request from the Homepage
If your admin has created Automated Requests for you, then these will be available from the Homepage > My Requests screen.
In this article we will look at filling out a Request to ask for permissions to join the company's Salesforce group.
To fill out a request:
- Navigate to the Homepage > Request screen.
- Click on the
icon on the top right of the screen.
- Fill out the details as required:
- Click Save.
- Click on Open cases to see the case you have just filled out, and click on the Case ID to see the Case that is in the Case Queue.
The next stage is for your approving manager to see the case and approve or deny the request.