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Install the Sales Concierge Service Process Template

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.

Required Editions

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.

  1. From the App Launcher, search for and select Unified Catalog.
  2. Go to the Home tab.
  3. Click Templates.
  4. Search for and select Sales Concierge.
  5. Install and activate the template.
    A Product2 record is created for the service process definition.
  6. Open the installed service process record and copy its Product2 record ID from the URL.
    You replace the service process ID placeholders in the cloned Sales Concierge flows with this ID.
 
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