Customer Service Management (CSM) Simulator (Course)

spimple
Tera Contributor

I am doing a course named Customer Service Management (CSM) Simulator (Course) , In this course they have given some requirements which are quite confusing  Below are the requirements:

As a ServiceNow CSM System Admin, you have been asked to create accounts for ABC Corp and its subsidiary ABC Corp USA as well as their partner GSI Tech. 

ABC Corp should have two contacts, Carla Kelly and Adam Johnson.  Adam should be configured as the customer admin. 

ABC Corp USA has one contact, Ursula Vernon.  GSI Tech has a partner admin named Peter Robinson. 

IMPORTANT: Each contact should have a User ID of firstname.lastname.

  1. Create an account for ABC Corp.
  2. Create an account for ABC Corp USA with ABC Corp as its parent account.
  3. Create a partner account for GSI Tech.
  4. Create contacts with User IDs under the respective accounts for Carla, Adam, Ursula and Peter.
  5. Assign the customer, customer admin, partner and partner admin roles as specified above, to the users directly.
  6. Make Adam, Ursula and Peter the primary contacts on their respective accounts.

    I am not getting the point that they are asking to create contact or USer bcz we cant assign roles to contacts and also I could not find Partner Admin role , this is confusing , Can someone explain  me step wise
10 REPLIES 10

Swetans
Tera Contributor

1. For peter robinson contact, go to default view, go down to related lists, roles>edit. Add sn_customerservice.partner and sn_customerservice.partner_admin(starts with sn and ends with partner and partner admin) admin roles to the selected and save and update the contact.  
2. For adam johnson , go to default view, under related lists roles>edit add sn_customerservice.customer and sn_customerservice.customer_admin role and save the selected and update the contact