Install Customer Service Management for Manufacturing Commercial Operations

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분
  • 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.

    표 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.