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Unified Catalog
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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