Which plugins are required to test CRM and SOM on a PDI?

itspezi1
Tera Guru

Hi everyone,

I would like to test ServiceNow CRM and Service Operations Management (SOM) on a Personal Developer Instance (PDI) to get a realistic hands-on understanding of the capabilities.

I’m looking for guidance on the following:

Which plugins are mandatory to run:

ServiceNow CRM

Service Operations Management (SOM)
on a PDI?

Is it sufficient to activate only the core plugins, or are additional modules required, such as:

Customer Service Management (CSM)

Field Service Management (FSM)

Service Portfolio / SPM

or specific foundation / shared data model plugins?

Are there known limitations on PDIs, especially regarding:

SOM functionality

dependencies on ITOM / Discovery / Service Graph

or license-restricted features that are not available on PDIs?

The goal is to evaluate CRM and SOM in an end-to-end scenario (request → order → fulfillment) as close to a real customer setup as possible.

Any experience, plugin lists, or recommendations would be highly appreciated.

Thanks in advance!

1 REPLY 1

Mark Manders
Mega Patron

CRM seems to be a combination of different applications

 

"ServiceNow® Customer Relationship Management (CRM) helps you sell, fulfill and service on one unified platform. ServiceNow CRM consists of Sales and Order Management, Field Service Management and Customer Service Management and their related industry extensions. Industry Products further extend the value of the ServiceNow AI Platform by productizing data models, frameworks, and workflows to address common experience challenges at scale."

 

https://www.servicenow.com/docs/bundle/zurich-industry-products/page/product/industry-products/conce...

 

And I'm not sure what you mean with Service Operation Management (SOM = Sales and Order Management). Looking at the rest of your question I assume you want to look into ITOM? If that's the case, there are some limitations that don't allow to install every plugin/app on a PDI. 

 

Depending on the instances you have, you can always use a non-prod to install them and check out what they can do. If it's not a fit, you can easily clone production over it and the apps are gone.

 

 


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Mark