Integrate with Service Portfolio Management using Guided Setup
Use the Guided Setup to integrate Customer Service Management with the Service Portfolio Management (SPM) application.
Before you begin
Role required: csm_guided_setup_user or admin
About this task
To configure the integration with Service Portfolio Management, use the Customer Service guided setup. The guided setup takes you through the entire setup and configuration process.
Procedure
Navigate to All > Customer Service > Administration > Guided Setup.
On the Getting Started page of the guided setup, select Get Started
In the Integration with Service Portfolio Management (SPM) category, view the list of tasks to configure the feature.
Task Description Activate Customer Service Management with Service Portfolio Management Activate the CSM with Service Portfolio Management (SPM) plugin to use the integration with Service Portfolio Management. Configure form views Configure the form layout and related lists for the Sold Product, Case, Account, and Service Offering forms. Configuration provides users with information regarding which service offerings are associated with each sold product. Assign roles Assign the required roles to customer service managers based on your organization's existing roles and responsibilities. To perform a task, select Configure.
This button opens the page in your instance where the configuration is completed.
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