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On clicking the “New” button, the Create New Risk pop-up will display. The user needs to fill in all the details for a new Risk and click on the “Save” button.
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Please note that the Risk Level field will be “view only” on the page layout, this field will be automatically populated based on the inputs from the Probability and Potential Impact fields. |
On clicking the “Save” button, the Risk record will be created and the updated Risk will be displayed. A stop light feature indicating a risk’s severity will display in Risk listviews and related lists.
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View a Risk
To view a Risk’s details and the associated Risk Assessments, users need to click on the Risk Name (e.g. Security Risk) . Upon clicking on the name, the user will be navigated to the Risk record page.
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A user may edit or delete by navigating to the Risk page,and click on “Edit” or “Delete” button on top banner
A user may edit or delete from the Risk Register page by clicking the “Show More Actions” button
On click of the “Edit” button (on either Risk Register or Risk page), the Edit Risk popup displays. Users can make the changes as required and then click on “Save”.
The user can edit the risk to relate it to other existing Risks, Activities and Framework Objectives.
On clicking “Save”, the Risk is updated as per the change made and the page refreshes to show the updated details
On clicking “Delete” (on either Risk Register or Risk page), the user sees a confirmation popup.
On clicking “Delete” in the confirmation popup, the Risk is deleted, the page refreshes and shows the updated details on Risk Register page
Users can also edit individual details on the Risk record page by clicking on the “Edit” icon next to field
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Risk Relationships
The Risk Relationship object enables users to create relationships associated with Risks. Users can link risks with other relevant Risks, Framework Objectives, and Activities. Users can create, edit, and delete these relationships either from the risk record page or the risk relationship object list view.
Create a Risk Relationship
Risk Relationships can be created from the Risk record page by following the steps mentioned below:
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3. The user can then click on Save to save the details entered to create a new Risk Relationship record
Edit/Delete a Risk Relationship
A user may edit or delete from the related list by clicking the “Show More Actions” button
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On the Risk record page, users can also identify all the other risks that contribute to a particular risk within the Risk Relationships (Contributing Risks) related list
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Risk Causes
Users can now create and track potential issues for an impending risk or actual causes for a risk incident. Risk causes can be created, edited, and deleted either from the Risk record page or from the Risk Cause object list view.
Create A Risk Cause
Risk Causes can be created from within the Risk record page by following the steps mentioned below:
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2. The user can then enter the details to create a Risk Cause record and click on the Save button to create a Risk Cause
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Edit/Delete a Risk Cause
Risk Causes can be edited/deleted by following the steps mentioned below:
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4. The user can also Edit/Delete Risk Cause from the Risk Causes list view page by clicking on the “Show More Actions” and following the steps 2 or 3
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Risk Actions
Risk Actions enables users to create, track and manage mitigation actions associated with impending risks and response actions associated with risk incidents. Risk actions can be created, edited and deleted either from the risk record page or from the risk action object list view.
Create A Risk Action
Risk Causes can be created from within the Risk record page by following the steps mentioned below:
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User can click on “New” to get the popup to add details for Risk Action
The user can then enter the relevant details
The user can then click Save to create a new Risk Action record
Edit/Delete a Risk Action
Risk Actions can be edited/deleted by following the steps mentioned below:
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On clicking “Save”, the Risk page will refresh and the updated Risk Assessment list will be displayed
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Edit/Delete a Risk Assessment
A Risk can be edited or deleted using one of the two methods outlined below:
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Users can also edit individual details on a Risk record page by clicking the “Edit” icon next to the field.
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Using Submissions for Narrative Risk Reporting
The Submissions feature provides users the opportunity to collect narrative information. This can be setup both in Native Salesforce and/or Salesforce Digital Experience.
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