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Install the Sales Concierge Service Process Template
Activate the service process template from Unified Catalog, then copy its Product2 record ID. You replace placeholders in the Sales Concierge flows with this ID.
You are here:
Activate the service process template from Unified Catalog, then copy its Product2 record ID. You replace placeholders in the Sales Concierge flows with this ID.
| User Permissions Needed |
|---|
| To install a Unified Catalog template: Unified Catalog Admin AND Context Service Admin |
Complete Prepare Your Org and Configure User Permissions for Automotive Sales Concierge for Customers.
The Sales Concierge service process (developer name SlsCncrgAutoSvcProc_SalesConcierge) creates the Product2 record that the agent flows use to create cases for quotes and appraisals.

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