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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.
Required Permissions
To set up Service Process Studio integration with Product Catalog Management, assign these permissions to your users:
| Service Process Studio | Industry Service Excellence and required object permissions. See Service Process Studio Permissions. |
| Action Launcher | Industry Service Excellence |
| Product Catalog Management | Product Catalog Management Designer |
| Integrate service processes related to Financial Services Cloud with Product Catalog Management | Financial Services Cloud Extension or FSC Service |
Considerations
Before you sync service process definitions, review these considerations.
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To sync service process definitions with Product Catalog Management, create a record type of ServiceProcess for the Product2 object and enable the New Service Process Definition Sync setting in Setup.
After you create the record type and enable the setting, any service process definition created in Service Process Studio is automatically listed as a service process product in Product Catalog Management.
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If there were any existing service process definitions before you enabled the New Service Process Definition Sync setting, then to list those service process definitions as service process products in Product Catalog Management, turn on the Existing Service Processes Definition Sync setting.
After you enable this setting, the service process definitions that were created before the New Service Process Definition Sync setting was enabled are synced with Product Catalog Management.
- You can turn on the Existing Service Processes Definition Sync setting only if the New Service Process Definition Sync setting is enabled.
- To stop the syncing of service process definitions to Product Catalog Management, turn off the New Service Process Definition Sync setting. After you turn off this setting, service processes don’t sync with Product Catalog Management.
- If you create a service process definition in Service Process Studio with the New Service Process Definition Sync setting disabled but with the Existing Service Processes Definition Sync enabled, then the Existing Service Processes Definition setting is automatically turned off. To list this service process as a service process product in Product Catalog Management, turn on both the New Service Process Definition Sync and Existing Service Processes Definitions Sync settings.
- To integrate service processes related to Financial Services Cloud with Product Catalog Management, assign Financial Services Cloud Extension or FSC Service.
