Build Service Processes Faster with Prebuilt Templates in Unified Catalog

Access prebuilt financial service process templates in Unified Catalog and deploy them with a single click to include all associated data, metadata, and dependencies. While you can still create service processes in Service Process Studio, creating service process definitions from prebuilt templates is now unique to the Unified Catalog.

Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with Agentforce Financial Services, formerly Financial Services Cloud, and Unified Catalog.