Aura Setup Pathway

Three templates are available for you to quickly set up an Aura Service Catalog site:

• Build Your Own (Aura)
• Customer Account Portal
• Customer Service

Important Catalog categories are supported only on Aura templates. Data Categories are supported only on LWR templates.

The Customer Account Portal, and Customer Service templates, require minimal setup of the Service Catalog pages and components. The pages and components are installed when you create a site and choose a template. For these templates, setup requires:

• Verification of the Service Catalog pages that are added automatically
• Configuration of the standard Search page and site navigation menu
• Optional configuration of the Home page and Service Catalog Request pages

Alternatively, for the BYO Aura template, the site installation doesn’t include the Service Catalog pages and components. You must set up all pages and configure the components.

For all templates, the site installation excludes setup of the Service Catalog Request page. This page provides a list and the record details of a user’s Service Requests using the standard Record Detail, Record List and Record Banner components from Experience Cloud. The page setup is optional based on your business needs.

Before you take the steps, review Find Your Way Around Experience Builder.

Tip Deactivate your community in the administration settings of your site. Be sure to complete all steps without interruption and then publish your site to save the changes. If you stop before completing all steps, publish your changes before leaving Experience Builder. See Publish Your Experience Builder Site Customizations.

1. Verify the Service Catalog Pages Installation
   Verify that the Customer Account Portal and Customer Service templates have the Service Catalog pages set up and configured. For the BYO (Aura) template, refer to Set Up the Service Catalog Pages.
2. Configure the Home Page
   Your selected template contains a standard Home page that is optional to configure.
3. Configure the Search Page
   Configure the standard Search page and configure a search bar so your customers can search for catalog items in your site.
4. Set Up the Service Catalog Pages
   For the BYO (Aura) template, complete these steps to create and configure the Service Catalog site pages.
5. Set Up the Service Catalog Request Page
   Create a Service Catalog Request page to let your site users view all their open service requests and their details.
6. Set Up Your Site Navigation Menu
   Add site menu tabs for the Home, Service Catalog, and Service Catalog Requests pages so users have efficient navigation and access to these resources.
7. Configure Aura Guest User Access
   Create a Visualforce page for your Aura Service Catalog Site so guest users have access to view and request catalog items.