Learn how to manage settings for the intake forms on Salesforce.

• Click on ‘Admin’ in the top navigation menu bar
• Click on ‘Integrations’ from the left hand menu
• Click on the ‘CRM’ tab
• Click on the ‘Requests’ tab

You can customize form settings here.

• Activate/Deactivate – you can choose to show a form on Salesforce
• Template - have qualitative fields (such as size, priority/risk, complexity and strategy) to be automatically assigned when the request is received for this specific request form
• Notifications – decide who can see these legal requests or should be notified when this form is submitted
• Divisions/Categories – choose which divisions (and sub-divisions) and categories (and sub-categories) are to be included on the form

Click ‘Save’ once your changes have been made.

Note: The Xakia-Salesforce integration is available on the Advance subscription plan.

If you require more information or support, you can get in touch with the Support team here or email support@xakiatech.com.