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07-01-2025 02:51 AM
@ruchikaadal , Please find the below steps.
**Step 1: Create Accounts**
1. **Go to**: *Customer Service > Accounts* → Click **New**
2. **Fill in the form**:
- **Name**: Global Enterprises
- **Type**: Customer
- **Save** the record
3. Repeat to create:
- **Global Enterprises USA**
- Set **Parent Account** to *Global Enterprises*
- **Type**: Customer
- **Tech Innovations**
- **Type**: Partner
---
**Step 2: Add Contacts to Accounts**
1. Open each **Account** record
2. Scroll to the **Contacts** related list → Click **New**
3. Enter **contact details**:
- **Name**, **Email**
- Set **Primary Contact** checkbox (where applicable)
- Click **Submit**
4. Add these contacts:
- **Global Enterprises**: Carla Kelly, Adam Johnson (primary)
- **Global Enterprises USA**: Ursula Vernon (primary)
- **Tech Innovations**: Peter Robinson (primary)
**Step 3: Assign Roles to Contacts**
1. Go to **User Administration > Users**
2. Search for the contact’s user record (e.g., *Adam Johnson*)
3. In the **Roles** related list → Click **Edit**
4. Add the following roles:
- **Adam Johnson** → `customer_admin`
- **Peter Robinson** → `partner_admin`
5. Click **Save**
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07-07-2025 05:13 AM
i tried with above steps , but validated task button is not working
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03-05-2026 01:17 AM
yes I also tried same implementation but validation task showing fail always .
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07-01-2025 04:05 AM
Hello @ruchikaadal ,
From what you've posted, it looks like a complete requirement that you've been assigned — almost like a direct implementation request rather than a specific query.
To get the most effective help from the community, I’d recommend breaking it down and posting where exactly you’re stuck — whether it's a technical challenge, logic you're unsure of, or a specific error you're hitting.
We’re always happy to help, but for tasks like this that involve multiple steps and configurations, it’s best if you can:
🔹 Do some initial research
🔹 Try to implement the basic setup
🔹 Then come back with details on what you've tried, what worked, and where you're currently facing issues
That way, not only will you get more targeted help, but you’ll also gain a better understanding of the platform — and you'll feel more confident knowing you solved most of it with just a little push from the community. 🌠
🔹 Please mark ✅ Correct if this solves your query, and 👍 Helpful if you found the response valuable.
Best regards,
Aniket Chavan
🏆 ServiceNow MVP 2025 | 🌟 ServiceNow Rising Star 2024
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07-07-2025 05:12 AM
i tried with above steps but it didn't work