CSM Portal Launch - Customer Training/Guidance

[Davram]

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 following a go-live. We will have a range of tech-savviness needing various levels of self-starter support and I'm looking to not re-invent the wheel with our training planning/resource creation.

[abirakundu23]

Hi @Davram,

Please follow the below link :

For B2B customers, we require the /csm portal. Recently, ServiceNow introduced a new CSM portal called Customer Portal and Configurable Portal Widget Fundamentals, designed to support CSM use cases.

https://learning.servicenow.com/lxp/en/customer-service-management/customer-portals-bootcamp-on-dema...

Please mark helpful and correct answer if it's worthy for you.

[Harriet Frankli]

For B2B, please look at using a newer portal, the Business Portal.   The business portal leverage configurable portal widgets - lots of videos here