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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Associate service offerings with sold products

Associate a service offering with a sold product giving customer service agents visibility into sold products and their service offerings.

Before you begin

Role required: sn_customerservice_manager or admin

Ensure that the Customer Service with Service Portfolio Management (SPM) plugin (com.snc.csm_spm) is installed.

Procedure

  1. Navigate to All > Customer Service > Products > Sold Products.

  2. Select the desired record where you want to associate service offerings.

  3. In the Service Offering field, select an existing service offering.

    Note: The Service Offering field may not appear by default in the user interface. If this happens, add Service Offering field using the form layout.

  4. Click Update.

Related topics

Create a service offering