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          Unified Catalog

          Unified Catalog

          Centralize financial service processes and related data so your Financial Services Client Portal users can efficiently find and manage products and services in one place.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise, Unlimited, and Developer Editions where Financial Services Cloud license, UnifiedCatalogAddOn license, and UnifiedCatalogCommunityUserAddOn license are enabled.
          • Configure Unified Catalog for Financial Services Client Portal
            Set up the Unified Catalog in the Financial Services Client Portal to display service processes in a single place, so your users can easily find, manage, and reuse them. Assign user permissions and configure sharing settings to grant access to product records. Map integration procedures to centralize product ID management without updating individual processes, and add the Service Catalog Attributes component to display service request details on the Case record page.
           
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          Salesforce Help | Article