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Set up your environment › Configure › Customer Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Getting started with Customer Service Management

Activate the Customer Service plugin and plan your Customer Service Management implementation by installing additional plugins.

TaskDescription
Activate Customer Service ManagementAs an admin, activate the Customer Service plugin \(com.sn\_customerservice\). This plugin includes demo data and activate related plugins.
Plugins activated with Customer Service ManagementRefer the list of related CSM plugins that are activated after activating the Customer Service plugin.
Additional plugins for Customer Service ManagementRefer the list of additional CSM plugins that you can activate after activating the Customer Service plugin.
Customer Service propertiesCustomize settings for several different features, including email communication, asset contact relationships, and the Consumer Service Portal.
Configure foundation dataImport customer information including names, addresses, and phone numbers; accounts, contacts, consumers, users, groups, group members, product models, and assets.Assign roles to groups or to individual users. Create service contracts and entitlements. Create customer relationships, asset relationships, and account teams.