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Unified Catalog
Create a Service Process in Unified Catalog

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Create a Service Process in Unified Catalog

Design a service process in the Unified Catalog app as the blueprint for a specific output—an item a customer can order or request. A service process defines, captures, and initiates the fulfillment process for pre-approved, repeatable, low-risk requests. After a customer submits a request, the service process ensures correct routing. The service process automatically applies Service-level Agreements (SLAs) and orchestrates the necessary fulfillment steps, leading to a quick and efficient resolution.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer editions with Unified Catalog.
User Permissions Needed
To create services: Unified Catalog rep
  1. From the App Launcher, find and select Unified Catalog.
  2. On the Home page, click New and select Service Process.
    Alternatively, on the Service Processes tab, click the New Service Process button.
  3. On the Create Service Process page, enter a name for the new service process and fill out the remaining fields.
  4. To add a display image for the service process, click the Upload Image button.
    Alternatively, in the Add Image Link field, enter a URL that leads to a product image linked to an external data source. To include external websites, make sure that you add the website URLs to the Remote Sites page and CORS (Cross-Origin Resources Sharing) page. See Configure Salesforce CORS Allowlist.
  5. Mark the service process as Active, if necessary.
  6. Select a process type to specify the tracking object for the request's end-to-end resolution.
  7. Save the service process.

Migrating Service Processes: To move service processes from a sandbox to production or other target orgs, use Salesforce CLI to handle the deployment. Salesforce CLI bundles a service process and its supporting flows into a single package, manages record ID transformation, and loads dependencies automatically—preserving the exact configuration from your sandbox in the target org. See Salesforce Service Automation CLI Plugin Command Reference.

 
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