Set up efficient request management for your company by configuring appropriate access
and deploying catalog item templates that include prestructured attributes, intake flows, and
automated fulfillment flows. Service designers can install and activate these templates to
provide employees with standardized, auditable workflows for essential IT and facilities
services.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited
Editions with Agentforce IT Service. |
- Request Management Permissions for IT Services
To set up, manage, fulfill and request IT service requests, admins, support reps, and users need specific permission sets and user permissions. With these permissions, users can access the Unified Catalog, install templates, and configure third-party integrations.
- Install and Activate Service Catalog Templates
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.
