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Resolved! Track FSM Agent location history

The requirement is to provide real‑time tracking of field agents’ locations and maintain a historical log of all locations visited by each agent. This location history should be stored securely and made available for integration with external systems...

anishkuti by Tera Contributor
  • 329 Views
  • 3 replies
  • 0 helpfuls

Migration from Salesforce to ServiceNow

Dear Community, We are working with a FinTech compnay who is running their CRM, CSM and FSM on Salesforce and we are in the process of replacing it with ServiceNow CSM & FSM. While from the product standpoint we have enabled customer on the feature s...

Email functionality

Hello members of CSM, Is it  possible to send out an email to a client based on a case which is logged by a client on Servicenow without going to outlook? Kind regards,

Resolved! Public Facing form not showing Multi-Row Variable Set

Hi all, I've created a public facing form in my PDI and setup multiple variables and MRVS, see screenshot below: When accessing the form as a public user the MRVS isn't visible, see below screenshot:  The permissions on the variables in the MRVS are ...

Public Facing Record Producer.png No MRVS on Public Facing form.png
Luke51 by Tera Contributor
  • 2374 Views
  • 8 replies
  • 1 helpfuls

Email functionality

Hello Everyone, Is it possible to send email on the platform to a user or client without any case associated with it? Your response will be appreciated. Kind Regards,

CSM Portal Launch - Customer Training/Guidance

Hello! We're looking to launch our CSM portal in the next few months and I'm interested in what sort of trainings others have provided for B2B customers in advance of such a go-live, at the time of go-live, and over the course of the weeks and months...

Davram by Tera Contributor
  • 316 Views
  • 2 replies
  • 0 helpfuls

NOW Assist for csm

If I configure my case table on Services Operational Workspace,Will my now assist skills for csm will work on that workspace or not?

Resolved! Unable to start "ServiceNow Platform Implementation" course

Hello Team. I want to start course "Customer Service Management (CSM) Essentials (Zurich)".A mandatory prerequisite for this course is "ServiceNow Platform Implementation".When I try to open the page to start the course, a window pops up with this er...

siddharthma by Tera Contributor
  • 261 Views
  • 1 replies
  • 1 helpfuls

Variables from Catalog item in Playbook Decision activity

Hello Community,I'm looking for some help in playbooks.We have an item in CSM where there is existing flow will create Ritm and sc_task. But now we are trying to recreate this with Playbook.    Our Workflow will totally work on a variable based on us...

Yathvika by Tera Contributor
  • 1570 Views
  • 8 replies
  • 0 helpfuls