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Resolved! From where an agent can create a case?

Customer service application, Chat, Account, Contact.I am sure that from Customer service app and from a chat, it is in the documentation. But which is the third one? And why every test practice suggests cust.ser.app, an account and a contact and not...

Rita A by Tera Contributor
  • 3155 Views
  • 3 replies
  • 2 helpfuls

Create a star rating feedback on portal having filled stars

Hi Everyone, I have to create a survey stating 6 questions where 5 questions are having star ratings and one question is description box. I have got it created on the widget and set it on a page but it is not getting saved in the assessment_results t...

Filter services within the same company

Dear Community,I have a requirement to create different groups within the same customer account. There are 5 customer groups that are suppose to get support from each service we have.Some are part of mutltiple groups.In the CSM portal they are suppos...

How to Remove Duplicate Attachments Created by Record Producer

I created a Service Portal page using a Record Producer and added an attachment field.However, when the user clicks the Submit button, two attachment records are created.Details:One attachment is created when the user uploads the file on the portal.A...

Minamizono by Tera Expert
  • 846 Views
  • 1 replies
  • 0 helpfuls

CIS-CSM Exam

Hello and good morning. I will be taking the CIS-CSM exam in the near future. Could anyone please provide details on how the exam is graded. Meaning, if you are asked to select multiple answers, do you need to get all correct to get credit for that q...

Sal D by Giga Contributor
  • 2773 Views
  • 8 replies
  • 1 helpfuls

CIS-CSM Exam Questions

I found several CIS-CSM exam questions across different platforms such as Quizlet, Udemy, and Dumpsbase, but I've noticed that the answers often differ between sources. Could you please help me determine the correct answers? 1. As per this url, (http...

Playbook Tab on Configurable workspace

Hi,I have created a playbook on the requested item table (which is for catalog item)When opened the record in the Configurable workspace the playbook tab is not available.Also, after testing the playbook, it is showing as no activities on the Playboo...

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Yathvika by Tera Contributor
  • 1071 Views
  • 1 replies
  • 0 helpfuls