Before starting implementation, it's always a good idea to conduct a process workshop to verify processes and identify requirements. Listed here are process workshop guides you can use to run workshops if you are self-implementing or to prepare if you are working with an implementation partner.
Advanced Work Assignment for CSM
Case Management
Communities
Conversational Messaging for CSM
Customer Data Management
Customer Service Portal
Industry Data Models
Playbooks for CSM
Virtual Agent for CSM
Workspaces in CSM
