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Configure customer data models for B2B2C › Data models › Set up your environment › Configure › Customer Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure the Case list for B2B2C

Enable account consumers to view the Account, Contact, and Consumer fields for the customer self-service view.

Before you begin

Role required: admin

Procedure

  1. Navigate to Customer Service > Cases > All.

  2. Select View > Customer Self Service from the Additional Actions menu

Image omitted: icon-menu.png
additional action menu.
  1. Select the gear icon (
Image omitted: gear.png
Gear icon.\).

  1. Select the Account, Contact, and Consumer fields in the Available column and move them to the Selected column.

  2. Select OK.