B2B2C with Healthcare and Life Sciences Service Management Core
You can configure the Customer Service Management (CSM) data models to enable business-to-business-to-consumer (B2B2C). This model can be used to support employees of a business customer or end consumers of a business customer.
The business-to-business (B2B) model supports customer accounts and the contacts within those accounts. The business-to-consumer (B2C) model supports individual consumers. These models are supported by default in Healthcare and Life Sciences Service Management Core.
The B2B2C model enables you to support business customers and third-party channel partners who, in turn, support the end consumers. This model must be enabled manually for use with Healthcare and Life Sciences Service Management Core.
As a user with the admin role, you can enable B2B2C for use with Healthcare and Life Sciences Service Management Core by configuring the Customer Data Models. For more information, see Customer Data Models for B2B2C.
- Install the Customer Data Models for B2B2C plugin for Healthcare and Life Sciences Service Management Core
- Configure the account consumer related list to add account consumers for B2B2C in Healthcare and Life Sciences Service Management Core
- Assign the case viewer role for contacts in B2B2C in Healthcare and Life Sciences Service Management Core
- Create a table for B2B2C in Healthcare and Life Sciences Service Management Core
- Create a record producer for B2B2C in Healthcare and Life Sciences Service Management Core
- Add a record producer to CSM portal for B2B2C in Healthcare and Life Sciences Service Management Core