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Unified Catalog
Unified Catalog Setup

Unified Catalog Setup

Prepare Unified Catalog for admins, service designers, service reps, and requestors. Review access requirements, assign permissions, understand the data model, and configure the catalog experience for your users.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer editions with Unified Catalog.

Unified Catalog setup includes access, data-model, experience, and request-management decisions. Use these setup areas to prepare Unified Catalog for your org.

  • 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.
  • Use Unified Catalog on LWR Sites
    Add the Unified Catalog component to your Lightning Web Runtime (LWR) Experience Cloud sites to provide self-service catalog experiences.
  • 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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