Customer service Management Stimulator

[Satyapriya]

Hi Everyone,

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 have created two accounts ABC corp and ABC corp USA.I got stuck on the point 3 and point 4 &5.Need help?

Not all contacts have been created correctly. Make sure you have created User ID's for each contact.
Not all contacts have been associated to the correct accounts.
Not all contacts have been allocated the correct customer/partner roles.

[Dr Atul G- LNG]

Hi @Satyapriya 

3rd point

4th

Once these contact get create then assgn these role

5th 

Go to contact and add role via related list.

1. Assign the customer, customer admin, partner and partner admin roles as specified above, to the users directly.

[Satyapriya]

Hi Atul,

Thanks for your response.

In which account I have to add the contacts.

[Dr Atul G- LNG · Accepted solution]

1. Create an account for ABC Corp.   --- carla
2. Create an account for ABC Corp USA with ABC Corp as its parent account. - Ursula
3. Create a partner account for GSI Tech. - Peter

[Lance Maurer]

Please note, if you cut/paste the name from the course content you might get a leading space in the name. This will generate a user id that is not accepted by the validation code. The id will have the first name last name but there will be a special character leading the name. Get rid of that leading special character and the validation might progress