Create consumers

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • A consumer is a customer in the business-to-consumer (B2C) business model. Use the Customer Service Management application to create consumer records.

    Antes de Iniciar

    Role required: One of the following roles:
    • sn_crm_consumer_data_manager
    • sn_crm_consumer_relationship_data_manager
    • sn_crm_foundation_data_manager
    • sn_crm_foundation_admin
    • sn_customerservice.consumer_agent
    • sn_customerservice_manager
    • admin

    Por Que e Quando Desempenhar Esta Tarefa

    Consumers can have multiple addresses, one of which is the primary address.
    Nota:
    Note: Creating a consumer record is only one part of setting up a consumer persona. The user must also be assigned a consumer role (sn_customerservice.consumer or sn_customerservice.unified_consumer) to access consumer functionality. Without both the consumer record and the role, you can't perform consumer activities such as viewing cases, sold products, or install base items.

    Procedimento

    1. Navigate to All > Customer Service > Customer > Consumers.
    2. Select New and fill in the fields on the Consumer form.
    3. Enter the consumer information, such as the name, email address, and phone numbers.
    4. Fill in the fields on the Primary Address tab.
      A consumer can have multiple addresses but only one primary address. The primary address is stored in the Primary Address tab of the consumer form within the Addresses related list.
    5. Opcional: Set the desired fields on the Preferences tab.
    6. Select Submit.
      The record is added to the Consumers table (csm_consumer). The primary address is added to the Addresses related list and the Primary field is set to true.