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Activity in CRM and Industry solutions

PCC - Auto-select Product Option based on Characteristic Value

Hi Community,I am working on a Telecom Product Catalog requirement in ServiceNow using Order Management and Product Configuration Core (PCC).I need to automatically select a specific Router (Product Option) within a Product Bundle based on the Intern...

  • Question

Customer Central issue populating customer activity

I am having issues configuring customer central in CSM configurable workspace. The customer activity tab on the interaction record is not populating with any data despite my best efforts. I have tried modifying some of the customer central settings a...

  • Question
  • Agent Workspace
  • Customer Service Management

No cases are visible in "Customer Activity Tab" in CSM Workspace

Hi all,Can you help me to know why there is no Case, Interaction records are visible in my CSM Workspace at Customer Activity Tab.Below are some screen shots related to that. As you can see there are 3 records for Consumer "Gilly Parker" in Customer ...

  • Question
  • Customer Service Management

Resolved! SNOW CSM Multiple inbox challange

Currently there are multiple mailboxes are receiving emails from the clients for different purpose and getting forwarded to SNOW for case creation creating difficult challengesCurrent Challenges The existing RPA-driven process is complex, difficult t...

  • Question

Getting Started with FSO Self Service

Getting Started with FSO Self Service Objective This article introduces financial services teams to FSO Self Service, the customer facing capabilities within Financial Services Operations for banking, wealth, and insurance. FSO Self Service lets cust...

  • Article

Implementation and Setup Essentials

Implementation and Setup Essentials   Objective This article covers the foundational principles and setup essentials for a healthy Financial Services Operations (FSO) implementation. It is written for implementers, solution consultants, partners, and...

  • Article

OMT Fulfillment Agent & SPM License Consumption

Hello Everyone,I’m looking for clarification on license consumption for users involved in the OMT–SPM integration.In our environment, fulfillment users are assigned the role:sn_ind_tmt_orm.order_fulfillment_agentThis role is used by users who perform...

  • Question

FSM reservations and capacity management

Hi I am working with a client who needs to specify capacity reservations for their field agents in order to reserve an amount of time of their schedules for specific task types on specific days of the week. I have only been able to make general rules...

  • Question

Resolved! Permit&licences - Playbook record generator action

Hello,When I try the OOB playbook content item “License and Permit Playbook” in the GSP portal, the first activity displays the view configured in the record generator, and the action “Start application” is shown. I expected to find this action in th...

  • Question

Custom Solution

How do we decide between using 'Out-of-the-Box' functionality and building a custom solution?

  • Question

FSM DISPATCHER WORKSPACE Question/ All day events / TIme zones ?

Hi everyone,I'm working on a story for Dispatcher Workspace (FSM) and was wondering if anyone has run into this before or knows where this behavior is controlled.Currently, when creating an event and toggling All Day ON, the Start Date and End Date f...

  • Question

Need to add a hand icon on the Work Order task Panel

Here is the requirement  - Allow Dispatchers to Claim Work Order TasksProvide dispatchers with the ability to visually claim a Work Order Task within Dispatcher Workspace.Dispatchers shall be able to claim an unclaimed Work Order Task.The system shal...

  • Question
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