CSM Fundamental Simulator Task 2
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‎11-08-2022 09:43 PM

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‎08-07-2023 12:22 PM
Hi Jabbar Nurbash,
Did you make the ABC Corp as a parent account to ABC Corp USA?
Did you also create contacts and assign the roles to contacts, as well as make primary contacts in respective accounts, ex. customer admin and partner admin?
If not then redo the task especially the customer admin and partner admin task, make the primary contacts, and userid with firstname.lastname all lowercase.
Customer Service > Customer > Accounts - Create the desired ABC Corp and also same
Create the contacts which you will make the primary contact, on the related list you can personalize and add the userid field or you go to user administration > users and then update the userid and user roles as required - for partner admin and customer admin
Customer Service > Customer > Accounts - Create the desired ABC Corp USA with Parent field set to ABC Corp.
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‎10-10-2023 11:42 PM
Have you completed CSM course. Even I am also stucked in same

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‎12-09-2023 07:01 PM
Stuck in Task 2? If so use the same recommendation. Make sure your view is not changed or also your scope as well.
Did you make the ABC Corp as a parent account to ABC Corp USA?
Did you also create contacts and assign the roles to contacts, as well as make primary contacts in respective accounts, ex. customer admin and partner admin?
If not then redo the task especially the customer admin and partner admin task, make the primary contacts, and userid with firstname.lastname all lowercase.
Customer Service > Customer > Accounts - Create the desired ABC Corp and also same
Create the contacts which you will make the primary contact, on the related list you can personalize and add the userid field or you go to user administration > users and then update the userid and user roles as required - for partner admin and customer admin
Customer Service > Customer > Accounts - Create the desired ABC Corp USA with Parent field set to ABC Corp.
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‎12-08-2023 01:50 AM
Hello
1)Make sure you have userid field in contact form.
2)Make sure you don't have any spelling mistakes like usernames, userid and account names.
Thank you.