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Unified Catalog
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            Unified Catalog Setup

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            Unified Catalog Setup

            Unified Catalog centralizes product and service data, making it easier for users and processes to find, manage, and reuse catalog items. Essential setup involves assigning the appropriate permission sets to service designers and users to control access and capabilities. After the setup, the catalog uses three distinct objects for operational work: the Case object manages general issues and questions, the Incident object handles unplanned service interruptions, and the Service Request object fulfills repeatable, pre-approved requests.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer editions with Unified Catalog.
            • Assign Permission Sets to Users
              Assigning the appropriate permissions is a fundamental setup step for Unified Catalog. These permissions control access and capabilities for various users, making sure that service designers, reps, and external requestors only have the necessary functions to manage and use catalog items and service processes.
            • Unified Catalog Editions and Permissions
              Review the required permissions for Unified Catalog and learn how to assign them based on user roles.
            • Permissions for Community Users
              Users with the community user profiles can access the Unified Catalog app at runtime to find, manage, and reuse catalog items.
            • Explore the Unified Catalog Data Model
              Learn about the objects and relationships within the Unified Catalog data model.
            • 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.
             
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