Set up and install your Customer Service Management environment with data models, customer data, product data, user management, and case management tools to go live.

Tabelle : 1. Basic setup

Tasks	Description
Create an internal business location	Create an internal business location to enable users and consumers to create accounts, contacts, consumers, and households.
Add staff members to an internal business location	Add users as staff members to an internal business location to support accounts, contacts, consumers, and households.
Assign responsibilities	Assign responsibilities to a service organization (SO) member.
Assign roles	Assign roles to internal and external users to facilitate proper access to service organizations, business locations, and households.

To set up the Customer Service Management environment, see Set up your environment.