Service Catalog Site Permissions Assignments

Review and assign the permissions each site user requires for access and use of your Service Catalog site and its features.

Required Editions

View supported editions.

Before You Get Started

Service Catalog site accessibility is provided by the Service Catalog site permission set assignments, which are required and in addition to the general Service Catalog permissions assignments. Ensure you’ve completed those permissions assignments and that you’re assigned the Service Catalog User permission set before you proceed.

In addition, the Service Catalog site licensing setup is Experience Cloud framework-specific. Review all licensing information carefully. We recommend contacting your Salesforce account executive for any needed setup assistance.

Personas

The Service Catalog site permissions assignments are provided to these personas who are specific to the Experience framework you’re using to build your site. For LWR, you can choose to have only one user be the site builder and manager.

Persona Description

Aura Service Catalog site builder Aura Service Catalog Site Builder

LWR Service Catalog site builder LWR Service Catalog Site Builder

Builds, configures, and styles the Service Catalog site pages and components.
LWR Service Catalog site manager LWR Service Catalog Site Manager Selects the data categories to show in the Service Catalog site from Experience Workspaces.
Service Catalog site user Service Catalog Site User Any user who has Service Catalog feature access to request products and services from your Service Catalog.
Service Catalog site user Service Catalog Site Guest User Any user who accesses your site and requests products and services from your Service Catalog without logging in.

Required Licensing

Because your site is an extension of your Salesforce org that provides end users access to your Service Catalog through Experience Cloud, each persona also requires Experience Cloud permissions assignments. For this reason, all your Service Catalog site users must have an assigned Experience Cloud license and the Service Catalog Site User permissions assignments.

Service Catalog supports these Experience Cloud licenses.

  • Customer Community
  • Customer Community Login
  • Customer Community Plus
  • Customer Community Plus Login
  • Partner Community
  • Partner Community Login

Each Experience Cloud license provides Service Catalog site users external access to your Service Catalog site. External users are authenticated users of your site but not members of your org.

Note
Note External App and Channel Account licenses are available for use with your Service Catalog site. Contact your Salesforce account executive for setup assistance.

Permissions Assignments

Review the permissions table, and then use the provided documentation to assign each user their permissions.

Keep these considerations in mind.

  • Service Catalog site users require a custom permissions set: External Service Catalog Site User. This permission set requires the specified system and object permissions.
  • If you’re adding Service Catalog to an Experience Site that has community users, create and provide the External Service Catalog Site User custom permission set to your community users.
  • If you have a newly generated Experience Cloud site without community users, create your community users and then create and provide them with the External Service Catalog Site User custom permission set.
  • Make sure that your site users and guest users have read, write, and edit access for the objects and their fields used in the flows that are included in your fulfillments.
  • If you’re using the LWR framework, make sure that the Enables Data Categories in LWR Sites org permission and Manage Data Categories system permission are enabled.
Important
Important All Service Catalog site users require a custom permission set that contains the specified system and object permissions.
User User License Profile Permission Set License Permission Set System Permissions Object Permissions
LWR Service Catalog site builder Aura Service Catalog Site Builder Salesforce

System Admin

OR

Standard User

Service Catalog Access Service Catalog User Create and Setup Experiences None
LWR Service Catalog site builder LWR Service Catalog Site Builder Salesforce

System Admin

OR

Standard User

Service Catalog Access Service Catalog User Create and Setup Experiences None
LWR Service Catalog site Manager LWR Service Catalog Site Manager Salesforce

System Admin

OR

Standard User

Service Catalog Access

Service Catalog User

AND

Data Categories Builder

Manage Data Categories

AND

Create and Setup Experiences

None
LWR Service Catalog site builder Service Catalog Agent Action Builder Salesforce System Admin

Service Catalog Access

AND

Einstein GPT

AND

Einstein Prompt Templates

Service Catalog Builder

AND

Agentforce Default Admin

AND

Prompt Template Manager

None None
Service Catalog site user Service Catalog Site User

Use one of these licenses.

  • Channel Account
  • Customer Community
  • Customer Community Login
  • Customer Community Plus
  • Customer Community Plus Login
  • External App
  • Partner Community
  • Partner Community Login

Use one of these user profiles.

  • Channel Account User
  • Customer Community User
  • Customer Community Login User
  • Customer Community Plus User
  • Customer Community Plus Login User
  • External Apps User
  • Partner Community User
  • Partner Community Login User
None External Service Catalog Site User (Custom permission set) Use Service Catalog
  • Read and create object permissions for the Service Catalog Request and Service Catalog Request Related Item objects and their fields
  • Read and create access for the objects and their fields used in the screen flows that are part of your catalog fulfillments
  • Read access to the Knowledge object (optional)
Service Catalog site user Service Catalog Guest User None None Service Catalog Guest Access Use Service Catalog for Guest Use Service Catalog for Guest User
  • Read and create object permissions for the Service Catalog Request and Service Catalog Request Related Item objects and their fields
  • Read and create access for the objects and their fields used in the screen flows that are part of your catalog fulfillments
  • Read access to the Knowledge object (optional)