---
schema_version: "1"
id: 9607c209c96078b82efd3e4a464cf8a15a50338c0753709801efdeca7eb0ef48
title: Set Up Unified Catalog for IT Services
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/it_srvcs_configure_unified_catalog.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.it_srvcs_configure_unified_catalog.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 553015afbb8bdb4ae2226a526796239f946574080f87adf4313f100a50023c14
description: Review the steps to set up and configure the Unified Catalog so that you can define the service processes correctly and provide users with the necessary access. Use the Unified Catalog app to create products, services, and catalogs.
products:
  - Service Cloud
  - Agentforce IT Service
release: "264"
---
# Set Up Unified Catalog for IT Services

Review the steps to set up and configure the Unified Catalog so that you can define the service processes correctly and provide users with the necessary access. Use the Unified Catalog app to create products, services, and catalogs.

### 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>Performance</strong>, and <strong>Unlimited</strong> Editions with Agentforce IT Service.</td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-it_service-264-0-0-production-enus/0a574a10-4c7a-4681-aacf-0767f8beaad4/images/icon_note.png)

Note To set up common service requests for IT Service, use an IT Service template. Templates have preconfigured data models, attributes, intake forms, and in some cases, fulfillment flows, to reduce implementation effort. See [Install and Activate Service Catalog Templates](https://help.salesforce.com/s/articleView?id=service.it_srvcs_rqst_mgmt_sci_install.htm&release=264.0.0&type=5 "Deploy an IT service template from the Unified Catalog to create and activate a service process for your employees. After installation, you can review the intake forms, configure fulfillment flows, and add the process to a catalog visible on the employee portal.").

1. [Assign appropriate permission sets](https://help.salesforce.com/s/articleView?id=ind.uc_assign_role_based_permissions.htm&type=5&language=en_US) to your users to set up Unified Catalog for your Salesforce org.
2. To support business operations and provide guided workflows to your users, [create a service in Unified Catalog.](https://help.salesforce.com/s/articleView?id=ind.uc_create_a_service_in_unified_catalog.htm&type=5&language=en_US)
3. Configure the service process with service designer.
    1. [Configure a Data Model for Unified Catalog](https://help.salesforce.com/s/articleView?id=ind.uc_select_target_outcome.htm&type=5&language=en_US).
        
        Select Case, Incident, or Service Request as the Target Data Model, which is where the final service request record is created.
    2. [Create data attributes](https://help.salesforce.com/s/articleView?id=ind.uc_configure_process_attributes.htm&type=5&language=en_US) to store specific information for your service request and to define the fields your users see during the request intake.
    3. [Configure an intake form](https://help.salesforce.com/s/articleView?id=ind.intake_form_service_process.htm&type=5&language=en_US) for the Service Process by using either Omniscripts or screen flows.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-it_service-264-0-0-production-enus/0a574a10-4c7a-4681-aacf-0767f8beaad4/images/icon_note.png)
        
        Note When you use an Omniscript to create an intake form, a basic form is automatically generated based on the defined attributes.
    4. [Automate the service request completion with a fulfillment process](https://help.salesforce.com/s/articleView?id=ind.uc_configure_request_fulfillment.htm&type=5&language=en_US) by using tools such as Flow, Flow Orchestrator, or Stage Management.
        
        If you don't have a fulfillment flow, your support reps need to review and act on your service requests manually.
    5. To improve the discoverability of the service processes and provide additional information to the requestor, [associate them with knowledge articles](https://help.salesforce.com/s/articleView?id=ind.uc_map_knowledge_articles.htm&type=5&language=en_US).
    6. If necessary, define the eligibility rules to determine which users can see or access the service process.
4. To create a cohesive and intuitive self-service experience, organize and show your service offerings to the end users by using a well-structured catalog with categories.
    
    See [Create a Catalog in Unified Catalog](https://help.salesforce.com/s/articleView?id=ind.create_a_catalog_in_uc.htm&type=5&language=en_US).
5. [Provide your employees access to the Unified Catalog in Microsoft Teams.](https://help.salesforce.com/s/articleView?id=service.it_srvcs_msteams_config_emplye_srvcs_app.htm&release=264.0.0&type=5 "Configure multiple service catalogs for the Salesforce IT Service app to link the service catalogs with Microsoft Teams. After you link the service catalogs, employees can browse and request various IT services including hardware, software, and facilities directly from Teams.")
6. [Provide your employees access to the Unified Catalog in the self-service portal.](https://help.salesforce.com/s/articleView?id=service.it_srvcs_portal_catalog.htm&release=264.0.0&type=5 "The Employee Services portal ships with a Service Catalog page on both the Agentic Center and Agentforce Employee Center templates. Configure the Unified Catalog component on the page to show your IT service offerings to employees.")