Speed up your service catalog rollout by deploying predefined workflows for standardized IT requests. Benefit from prestructured attributes, intake forms, and automated fulfillment flows with templates that span critical areas, including IT, hardware, software, facilities, employee lifecycle, and identity management. Eliminate ad hoc communication, reduce help desk workload, and track and audit every request automatically.
Where: This change applies to Lightning Experience in Unlimited, Enterprise, and Performance editions with Agentforce IT Service and Unified Catalog.
Why: Using these templates moves your organization beyond basic self-service toward robust IT governance and strengthened audit readiness. For example, the Employee Offboarding process orchestrates complex, cross-departmental tasks through a single parent request, mitigating security risks and closing the gaps found in fragmented, manual processes.
How: In the Unified Catalog app, select the Templates tab to view templates. Choose a template, review the details, and click Install.