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            Service Catalog Permissions

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            Service Catalog Permissions

            Review the permissions each user requires to access Service Catalog features within your service catalog. Assign new users the Service Catalog Builder permission set to get started.

            Required Editions

            View supported editions.

            Permissions for each user include a user license, profile, permission set license, and permission set. To complete the assignment process, review the permissions table, and then use the provided documentation to assign each user their permissions.

            You must create the Data Categories Builder permission set, a custom permission set that enables system permissions Manage Data Categories and Customize Applications. Ensure that you’ve enabled all permissions and settings for Data Categories.

             

            You must create the Eligibility Rules Builder permission set, a custom permission set that enables system permissions Manage Service Catalog and Customize Application.

            If you have Knowledge enabled, make sure that the Knowledge User field is selected in the User Detail settings of your user profile. Then assign the Knowledge user permissions. See Lightning Knowledge User Access.

            User User License Profile Permission Set Licenses Permission Sets
            Service Catalog Admin Salesforce System Administrator Service Catalog Access Service Catalog Builder
            Service Catalog Builder Salesforce Standard User Service Catalog Access Service Catalog Builder
            Service Catalog Data Categories Builder Salesforce Standard User Service Catalog Access Service Catalog Builder

            AND

            Data Categories Builder
            Service Catalog Eligibility Rules Builder Salesforce Standard User None Eligibility Rules Builder
            Service Catalog Agent Salesforce Standard User Service Catalog Access Service Catalog Agent
            Permission Set What It Grants You:
            Service Catalog Builder
            • Access to Service Catalog Builder in Setup
            • Full access to Service Catalog Item Definition, Service Catalog Category, Service Catalog Category Item, Service Catalog Fulfillment Flow, and Service Catalog Fulfillment Flow Item
            • Ability to create flows with processType ServiceCatalogItemFlow.
            • Create, Read, Update, Delete, View All Records, and Modify All Records on Catalog Request and Catalog Request records
            • Ability to manage fulfillments
            • Ability to view roles and role hierarchies
            Service Catalog User
            • Read access to Service Catalog Category and Service Catalog Item
            • Create and Read access to Catalog Request and Catalog Request Related Item
              Note
              Note Permission sets or sharing rules still determine sharing access to individual records.
            • Ability to run fulfillments
            Service Catalog Data Categories Builder
            • Ability to create data categories.
            • Ability to change the categorization method to Data Categories.
            • Customize Application system permissions.
            Service Catalog Eligibility Rules Builder
            • Ability to create eligibility rules in Setup.
            • Ability to assign eligibility rules to catalog items.
            • Ability to edit existing eligibility rules.
            • Customize Application system permissions.
            Service Catalog Agent
            • Ability to make catalog requests for items.
            • Read access to Catalog Item and Catalog Category.
            • Ability to run catalog items on behalf of another contact.
            • Ability to run flows.

            See Also

             
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