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            Service Request Management

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Service Request Management

            Configure the Service Requests component to let your portal users view and track their existing service requests. Your portal users can search for a service process in the action launcher and create a service request.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud license is enabled
            • Set Up a Sharing Set for Service Catalog Request Records
              Give your portal users access to the Service Catalog Request records using a sharing set. A sharing set grants portal users access to a record associated with an account or contact that matches the user’s account or contact. You can grant access to records through access mapping, which defines access for each object in the sharing set.
            • Update the URL Path Name
              Add the URL Path Name of your Experience Cloud portal in the Service Requests component to give your portal users access to view the details of their service requests.
             
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