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Unified Catalog
Service Request Setup

Service Request Setup

Manage high-volume, low-risk requests, by configuring the Service Request entity. Service requests are designed for standard, repeatable actions where the user’s intent is: I need something.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer editions with IT Service Management, IT Asset Management, or Employee Service with Unified Catalog.
  • Assign Permission Sets to Users
    Assigning the appropriate permissions is a fundamental setup step for processing service requests. These permissions control access and capabilities for various users, making sure that service designers and reps only have the necessary functions to manage and use service requests.
  • Map Status Code Picklist Values for Service Request Object
    Map the static Status Code Picklist values to the dynamic Status Picklist values on the Service Request object.
 
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