Loading
Ongoing maintenance for Salesforce HelpRead More
Feature degradation | Gmail Email delivery failureRead More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Eligibility Rules for Service Processes

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Eligibility Rules for Service Processes

            Integrate Service Process Studio with Product Catalog Management to enable controlled access for service processes. Configure customer eligibility rules and user access control for service processes so that your users and customers see only the relevant service processes in the Action Launcher.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited editions with the required licenses
            • Prerequisites to Configure Eligibility Rules and User Access Control for Service Processes
              To configure eligibility rules and access control for your service processes, you must first make the service processes available as service process products. You can list service processes as products by syncing service process definitions in Service Process Studio to Product Catalog Management. Before you sync service process definitions, review these considerations.
            • Example: Configure Eligibility Rules and User Access Control for Service Processes
              List service processes as service process products and how to configure eligibility rules for these service process products. Your customers and users see only the service process products that they’re qualified for in the Action Launcher on a record details page of a Person Account. You can verify if the eligibility rules work as expected.
             
            Loading
            Salesforce Help | Article