As an employee, use the catalog through various channels to find, initiate, and track
all IT-related service requests. You can make service requests through multiple channels,
including the Agentforce Employee Portal, Microsoft Teams, or by conversing with an Agentforce agent
in the Employee Services Slack app.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited
Editions with Agentforce IT Service.
Find and Initiate a Service Request
Let’s see how Unified Catalog can help you initiate requests through the self-service
portal. In the self-service portal, you can find services in these ways.
Categories: The catalog organizes offerings into logical groupings called Categories,
such as Hardware Requests and Software, to help you navigate and find what you need.
Search: The global search bar on the portal helps you find service requests, with
relevant catalog items appearing in your search results.
Knowledge Articles: If you are viewing a knowledge article, you can launch a relevant
service request directly from the article page, bridging the gap between learning about a
solution and initiating the corresponding action.
After you find the service you need, an interactive intake form guides you to provide the
required information. For hardware requests, you can select products from curated lists.
Submit and Track Your Request
After you submit the form, the Unified Catalog generates a Case, Service Request, or an
Incident record, depending on the configuration. You can monitor the status of your request
in real time by viewing your submitted requests, cases or incidents in the My Tickets tab on
the portal. You can also receive proactive notifications on your Slack app to stay in loop
about the status of your requests.
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