Service Catalog in Agentforce (Beta)

• Agentforce Agents
• The Building Blocks of Agents
• Trust and Agents

• Module: Agentforce: Quicklook
• Module: Agents and Agentforce Basics
• Trail: Agentforce Quick Look

• Agentforce permissions and licenses
• Customer Service Catalog add-on license and associated permissions

See the permissions table below.

Agentforce

• Agentforce platform
• Conversational user interface
• Standard actions

Service Catalog

• Service Catalog actions
• Sample catalog items

See:

• The Building Blocks of Agentforce
• Service Catalog Action Reference (Beta)

Agentforce uses standard actions to accomplish key tasks in Salesforce, such as summarizing records. You can use any standard action with Service Catalog given that you have the necessary licensing required for each action. 

Service Catalog actions complete catalog item requests for customers in your help site so they don’t have to search your catalog or contact support. To get you started, we’ve provided three sample catalog items that are available for download. The items are associated with a catalog action of the same name.

• Update Phone Number
• Update Email Address
• Get Help

The Service Catalog actions aren’t included in the Agentforce Actions page with the rest of the standard actions. To access the Service Catalog actions, you must launch the Agentforce custom action guided setup and select Service Catalog Item as the Reference Action Type.

See:

• How Service Catalog Works in Agent (Beta)
• Service Catalog Action Reference (Beta)
• Standard Agent Action Reference

• Setup Agents
• Access the Sample Catalog Items
• Set Up Standard Service Catalog Actions
• Set Up Custom Service Catalog Actions

Service Catalog Agent actions are available for setup in the Agent Actions Setup page. Setup and use of Service Catalog actions in your self-service site and digital channels aren't available.

• Service Catalog Builder
• Agentforce Default Admin
• Prompt Template Manager