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Unified Catalog
Set Up Service Process Launch Management

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Set Up Service Process Launch Management

Add the Agentforce Service Process Launch Management subagent to an Agentforce Employee Agent, and then configure service process matching, site access, user access, and usage tracking. In some interfaces, Service Process Launch Management is called Product Launch Management.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer editions with Unified Catalog and the Agentforce Employee Agent add-on license.
User Permissions Needed
To add the Service Process Launch Management subagent to an agent:

Manage Agentforce Employee Agents

AND

Manage AI Agents

OR

Customize Application
  1. Add the Agentforce Service Process Launch Management (Product Launch Management) subagent to your agent:
    1. Create an Agentforce Employee Agent, and then add the subagent to the agent.
    2. To use an existing agent, deactivate the agent, and then add the Service Process Launch Management subagent from the Asset Library.
  2. In Builder, open the subagent’s Classification Description and replace these placeholders with service process names:

    <ServiceProcess1>

    <ServiceProcess2>

    <ServiceProcess3>

    <ServiceProcess4>

    <ServiceProcess5>

    The service process names appear as links to requestors.

    Tip
    Tip The QueryRecords action matches requestor input against the name and description of each service process. Add clear, detailed service process descriptions to improve matching.
  3. In the instruction for the GetProductLaunchCard action, replace <SiteName> with the name of the Experience Cloud site.

    Find the site name on the All Sites page.

  4. Optional: To customize how the image, links, and description appear in the portal, add an instruction that formats the GetProductLaunchCard response with this HTML: 
    <div style="text-align:center;
 border: 1px solid #ddd; padding: 1px;
 border-radius: 8px;
" lwc-4nfn2rc40ch=""> <img src={GetProductLaunchCard.imageUrl} alt={GetProductLaunchCard.productName} style="display:block;
 margin:0 auto 10px;
" lwc-4nfn2rc40ch=""> <p lwc-4nfn2rc40ch="">{GetProductLaunchCard.productDesc}</p> <a href={GetProductLaunchCard.launchUrl} target="_blank" style="display: inline-block;
 padding: 10px 10px; background: #005290; color: white; border-radius: 999px; text-decoration: none; cursor: pointer;
" rel="noopener noreferrer" lwc-4nfn2rc40ch="">{GetProductLaunchCard.productName}</a> </div>
    Note
    Note To change the image, edit the service process, add the image URL, and save your changes. For an image hosted on an external website, add the website URL to the CORS allowlist. Configure the Salesforce CORS allowlist.
  5. To grant users access to your agent, create a custom permission set.
  6. To track the usage of Agentforce actions, turn on audit trails.
  7. To troubleshoot the Service Process Launch Management flows, use Debug in Flow Builder.
    Tip
    Tip Add a fallback instruction that directs requestors to the portal when the agent can’t launch a service process.
    Note
    Note If you use multiple Experience Cloud sites, create a separate agent for each site. The launch URLs use the site name stored in the subagent instruction, so one agent doesn’t work across sites with different names.
  8. Save your changes, and then activate the agent.

The Service Process Launch Management subagent is configured for the selected service processes and Experience Cloud site.

 
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