Account onboarding Knowledge Base
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Summary of Account onboarding Knowledge Base
The Account onboarding Knowledge Base in ServiceNow Yokohama release offers a collection of articles designed to guide customers through various aspects of account onboarding. These articles are accessible viaAll > Knowledge > Administration > Knowledge Basesby selectingAccount Lifecycle Events. They provide detailed instructions and best practices to help customers automate, configure, and manage account onboarding tasks efficiently.
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Key Features
- Data Validation Assist Record Creation: Instructions to create records that automate validation during the data import stage, ensuring data accuracy.
- Onboarding Case & Playbook Trigger Configuration: Guidance on setting up triggers that initiate onboarding cases and playbook activities.
- Service Exchange for Providers: Articles on creating remote choice definitions and remote record producers, enabling real-time data retrieval and remote catalog management between ServiceNow instances.
- Remote Task Creation for Data Sync: Steps to synchronize data across multiple ServiceNow instances using remote tasks.
- Activity Definition Creation: How to create and add activity definitions to the account onboarding playbook to customize onboarding workflows.
- Knowledge Article Attachment: Methods to automatically link relevant knowledge articles to the Related Knowledge tab in any Account Lifecycle Events (ALE) task.
- Data Import Task Completion: Step-by-step guidance for successfully completing data import tasks during onboarding.
- Account Lifecycle Events PAD Activities Overview: Summary of the nine playbook activity definitions that structure the ALE playbook’s activities.
- Service Bridge Configuration for Consumers: Instructions for consumers on installing and registering the Service Bridge application with providers to facilitate instance communication.
- Data Import Task Configuration: Directions to configure data import tasks to ensure agents can collect and upload necessary onboarding information.
Access and Permissions
All customers have viewing rights to these Knowledge Base articles by default. To restrict access, administrators can modify the Cannot Read field on an article to specify user roles that should be denied access, allowing for controlled sharing of sensitive onboarding information.
Several Knowledge Base articles are provided for account onboarding.
Navigate to and click Account Lifecycle Events. The following knowledge base articles are available:
- How to create a Data Validation Assist record: This article provides instructions on how to create a Data Validation Assist record that can be used to automate the validation process during the Data import stage.
- How to configure the trigger of the onboarding case & the playbook: This article provides instructions on how to configure the trigger for the account onboarding case and the playbook.
- How to create remote choice definition in Service Exchange for Providers: This article describes how as a provider, you can define remote choice fields that will allow consumers to retrieve choice data from their instances in real time.
- How to create remote records producer in a remote catalog in Service Exchange for Providers: This article describes how to create remote record producers as part of creating a remote catalog in the Service Exchange for Providers application.
- How to create a remote task to sync data: This article describes how you can create remote tasks to sync data between different ServiceNow® instances.
- How to create an Activity Definition: This article describes lists the steps required to create an activity definition and add it to the account onboarding playbook.
- How to attach KB to the related Knowledge tab of any ALE Task: This article describes how to automatically attach a knowledge article to the Related Knowledge tab of any account onboarding task.
- How to complete the Data Import Task: This article provides step-by-step instructions on how to complete your data import task successfully.
- Account Lifecycle Events PAD Activities Overview: This article provides an overview of the nine Playbooks activity definitions used to create the activities inside the Account Lifecycle Events (ALE) playbook.
- A Consumer's Guide to Installing Service Bridge and Registering with Providers: This article provides instructions on how to configure the Service Bridge application on the consumer instance and how consumers can register their instances with a provider.
- How to configure Account Lifecycle Events data import task: This article describes the steps required to configure the Account Lifecycle Events data import tasks so that the agents can successfully gather and upload the information needed to onboard the account.
Note:
All customers can view these Knowledge Base articles. If you want to restrict access to an article, navigate to the article and in the Cannot Read field, select the user role who will not be able to access the article.