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            Install Service Process Templates

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            3. Unified Catalog

            Install Service Process Templates

            Start your service design by reviewing, customizing, and deploying pre-built service process templates.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer editions with Unified Catalog.
            User Permissions Needed
            To install templates:

            Unified Catalog Admin user

            OR

            Service Process Designer

            Create a service process in Unified Catalog.

            Configure Service Processes by Using Templates

            Customize your service processes before installing templates individually or in bulk.

            1. From the Unified Catalog home page, select the Templates tab.
            2. The Template Library tab shows all the templates available for your license type.
            3. To get an overview, click Preview on any template card. To view the template details, click Open Template.
            4. To install a template individually:
              1. From the Template Library tab, click the template card you want to install.
              2. On the Template Details page, click Install.
              3. On the Install Template page, provide a unique name and description, then select a catalog and its category for the service process.
                Note
                Note Some templates require extra configuration. Depending on the Flow Connector that’s associated with the template, a wizard opens to guide you through the various steps of installing the template. You can either use an existing flow connector or create a flow connector.
              4. Turn on the Deploy as Active toggle to make sure that the new service process is available for users.
              5. Click Install.
                The Attributes and Products page opens after the service process is successfully created.
            5. To install multiple templates:
              1. On the Template Library tab, turn on Select multiple templates.
              2. Use the Select button on each template card to choose the templates you want to install.
                Note
                Note You can't select templates that require extra configuration when installing in bulk. Install such templates individually.
              3. Click Install Selected Templates.
              4. On the Install Templates page, provide a unique name and description, then select the catalog and its category for the service processes being generated.
              5. Click Install.
                When the generation process completes, you’ll receive an in-app notification.
              6. Click the notification to open the Installation History tab and review the specific job.
                To see the full list of records, click the View All Jobs button.
              7. Access your new service processes from the Installation History or Service Processes tab.

            Monitor Progress, Retry Installation, and View History

            Track the progress of active jobs, view error details for failed attempts, and retry installations to make sure that your service catalog is fully updated.

            1. From the Templates page, select the Installation History tab.
            2. Review the history of all template jobs, including start and end dates, the initiating user, and the current status.
            3. Identify failed installations by checking the Status column. To review an error, click View Details for the specific record.
            4. To retry installing an entire job, click the Retry icon.
            5. Update the configuration on the Retry Installation page and submit.
            6. Click Refresh to see the updated service process hyperlinks, end dates, and statuses.

            Configure process attributes and products, complete the remaining steps, save, and activate the service process.

             
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            Salesforce Help | Article