---
schema_version: "1"
id: 9970c941d00103232840936457a37695d12b7b0405afb90492c0ea19a5fb646e
title: Set Up Experience Cloud Components for Service Processes
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_setup_service_processes_self_service.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_setup_service_processes_self_service.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e2c8730cee0a97b5f085f2befdb98495606dd344acd546f82668c96788e48058
description: Set up Experience Builder components in your customer portal to set up self-service capabilities for your customers.
products:
  - Automotive
release: "264"
---
# Set Up Experience Cloud Components for Service Processes

Set up Experience Builder components in your customer portal to set up self-service capabilities for your customers.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with the AutomotiveForExperienceCloudAddOn, AutomotiveFoundationAddOn, FieldServiceAddOn, IndustriesServiceExcellenceAddOn, LightningSchedulerAddOn, OmniStudioDesignerAddon, OmniStudioRuntimeAddon, OmniStudioRuntimeCCAddon, VehicleAndAssetFinanceFndtnAddOn, KnowledgeAddOn, KnowledgeServiceAddOn, and KnowledgeUser licenses.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d53206e71">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d53206e71 ">To assign permission sets to users:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d53206e71 ">Manage Users</td>

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[Set up Experience Cloud sites](https://help.salesforce.com/s/articleView?id=ind.auto_experience_cloud_workflow.htm&type=5&language=en_US) for your [customer](https://help.salesforce.com/s/articleView?id=ind.auto_experience_cloud_customer_user.htm&type=5https://help.salesforce.com/s/articleView?id=ind.auto_experience_cloud_customer_user.htm&type=5&language=en_US) users.

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-automotive-264-0-0-production-enus/55098325-b838-4fed-9e79-8cfa2d7b33a3/images/icon_important.png)

Important The topics linked in this document explain how Service Processes work with Financial Services Cloud. But you can refer to the topics to follow the steps to create and customize the service processes with a few configurations specific to Automotive Cloud. Make sure to only assign the permissions specified in this document for Automotive Cloud.

## Assign Permission Set Licenses

Assign these permission sets to users.

1. Automotive Foundation User
2. Automotive Foundation for Experience Cloud
3. Industry Service Excellence
4. Service Lightning Knowledge Manager
5. Field Service permissions
6. Salesforce Scheduler
7. Omnistudio Admin
8. Omnistudio User
9. OmniStudio Runtime for Communities
10. Vehicle And Asset Lending for Partners
11. Vehicle and Asset Finance Foundation
12. Vehicle and Asset Finance Foundation for Experience Cloud
13. Manage Salesforce Knowledge

## Add Action Launcher to your Portal

[Add Service Processes](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_add_service_processes.htm&type=5&language=en_US).

## Configure the Service Requests and the Service Appointments Components

1. Set up a sharing set for your service request records. For detailed steps, see [Set Up a Sharing Set for Service Catalog Request Records](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_set_up_a_sharing_set_for_service_catalog_request_record.htm&type=5&language=en_US).
2. From Setup, in the Quick Find box, enter Digital Experiences, and then select **All Sites**.
3. Next to your Experience Cloud portal, click **Builder**.
4. On any existing page or a new page, drag and drop the **Service Requests** component from the Components panel.
    
    For details of creating a new site, see [Create Custom Site Pages with Experience Builder](https://help.salesforce.com/s/articleView?id=experience.community_builder_create_page.htm&type=5&language=en_US).
5. In the Service Requests dialog, for URL Path Name, enter the URL name that you entered when configuring the Experience Cloud Site.
    
    For example, if the URL on your Digital Experiences setup page is https://autocloud45.my.site.com/AutomotiveAppraisals, then enter AutomotiveAppraisals.
6. Confirm that the Community Page Name is my-requests.
7. Preview and publish your changes.
8. Similarly drag and drop the **runtime\_appointmentbooking:upcomingGroupAppts** component on any existing page or a new page to view service appointment records.

## Configure the Appointment Management Component and Flows

1. Create a permission set and assign it to a user on your customer portal. For detailed steps, see [Create and Assign a Permission Set](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_create_and_assign_a_permission_set.htm&type=5&language=en_US).
2. Set up a sharing set for your service appointment records. For detailed steps, see [Set Up a Sharing Set for Service Appointment Records](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_set_up_a_sharing_set_for_service_appointment_records.htm&type=5&language=en_US).
3. [Update sharing settings for your portal users](https://help.salesforce.com/s/articleView?id=platform.ls_comm_user_sharing_settings.htm&type=5&language=en_US).
4. Clone and activate the Book Appointment from Invitation and the Add or Modify Service Appointment Attendees flows.
    1. From Setup, in the Quick Find box, enter Flows, and then click **Flows**.
    2. In the list view, locate and click **Book Appointment from Invitation**.
    3. To create a flow, click **Save As** and then enter a name for the flow label.
    4. Save your changes.
    5. Activate the flow.
    6. Repeats steps a to e for the Add or Modify Service Appointment Attendees flow.
5. Add the cloned flow to your Experience Cloud portal.
    1. From Setup, in the Quick Find box, enter Digital Experiences, and then select **All Sites**.
    2. Next to your Experience Cloud portal, click **Builder**.
    3. On any existing page or a new page, drag and drop the **Flow** component from the Components panel.
    4. In the Flow dialog, for Flow, select Book Appointment from Invitation.
    5. Similarly, drag and drop another flow component on the page and enter the Add or Modify Service Appointment Attendees flow.
    6. Preview and publish your changes.
6. Ensure that the service appointments scheduled by your portal users are routed to appropriate teams or individuals within specific regions or territories. For detailed steps, see [Activate Service Territory Data Integration Rule](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_activate_service_territory_data_integration_rule.htm&type=5&language=en_US).
7. Manage information related to your business and stakeholders, such as service locations, service resources, skills, topics, and appointment templates. For details, see [Manage Business Information for Appointment Booking](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_manage_business_information_for_appointment_booking.htm&type=5&language=en_US).

## Add the Orchestration Work Guide Component on the Case Detail Page

1. From Setup, in the Quick Find box, enter Digital Experiences, and then select **All Sites**.
2. Next to your Experience Cloud portal, click **Builder**.
3. From the Pages menu, search for and select the Case Detail page.
    
    Add a new Case Detail object page by clicking New Page on the Pages menu if it doesn't exist already.
4. Drag and drop the **Orchestration Work Guide** component from the Components panel.
5. Preview and publish your changes.