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Setting Up Your Service Catalog Site
Use the Service Catalog site to open your Service Catalog to your customers and partners for them to easily browse your catalog and request catalog items.
Required Editions
| View supported editions. |
The Service Catalog Site is a CRM-powered self-service site that connects your customers and partners with your Service Catalog to browse and request catalog items. Setup of your Service Catalog site requires configuration tasks in Salesforce Setup and Experience Builder, which is where you build, customize, and manage your site. Service Catalog supports the Aura and Lightning Web Runtime (LWR) frameworks from Experience Cloud.
Before you can set up your Service Catalog site, you must:
- Set up the required Service Catalog permission assignments.
- Build a Service Catalog that contains at least one active fulfillment, catalog category, and catalog item.
To complete these prerequisites, refer to the Service Catalog setup documentation. To get started with your Service Catalog site setup, review the setup map for a quick start guide.
1. Learn the Basics Review the provided glossary, resource hub, and site basics overview to understand what the Service Catalog site is, its affiliation with Experience Cloud, and its custom pages and components. Getting Oriented with the Service Catalog Site |
2. Get Ready to Build Your Site Familiarize yourself with the Service Catalog site CRM configurations and permissions assignments, which are both required and in addition to the Service Catalog CRM permissions and configurations. Preparing to Build Your Service Catalog Site Determining Your Setup Pathway |
3. Build, Customize, and Launch Your Site Use Experience Builder to quickly build, customize, and launch your Aura or LWR Service Catalog site using the preconfigured site pages and components. Building Your Service Catalog Site |
4. Extend Your Site with AI (Beta) Set up Agent in Service Catalog to help your customers resolve their questions faster with AI (Beta). |
