domains / families / business / service-catalog-template-coordinate

service-catalog-template-coordinate

separate

Single entry point for the Unified Catalog Service Process lifecycle in Salesforce — find and deploy Service Process templates, create a Service Process from scratch, activate one, or organize it under a catalog category. It discovers the platform's own guided setup recipe for the requested operation and follows its live steps, so results and safeguards always match the org. Use when a business user wants to work with Unified Catalog or Service Process templates, find or browse templates, deploy or install a named template, set one up end to end, activate a Service Process, or add, file, or place a Service Process under a catalog or category. Triggers on: set up Unified Catalog templates, find a Service Process template, deploy the X template, activate a service process, add a service process to a catalog. DO NOT TRIGGER when the request concerns Data Cloud data kits, CRM Analytics, or App Framework catalogs rather than Unified Catalog Service Processes.

When to use

• **In scope**: Finding / browsing / ranking Service Process templates; deploying a named template;
• **Out of scope**: Authoring or editing template content; enabling the Unified Catalog feature or other

When not to use

• authoring or editing template content
• enabling the Unified Catalog feature
• ITSM setup
• bulk operations
• Data Cloud data kits
• CRM Analytics
• App Framework catalogs

Skill page

Source