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Sales Customer Relationship Management
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Activity in Sales Customer Relationship Management
Product Inventory - no hierarchical view in CSM
Hi All, I'm very new with Service Now and I got 2 basic questions.Premise:we are building our product model through a hierarchy of product offerings (and Service Specs in turn)Root PO|- Child Rate Plan|- Data Options..QuestionsWhen I set crate an ADD...
- Question
demo data about attribute propagation in SOM
In the Order Management Fundamentals (Washington) course's Attribute Propagation class, I can't find the demo file motioned in the demo video. I also can't explore them from the demo instance because the instance even haven't the SOM relative plugin....
- Question
Upgrade Inventory Button Missing for RFSS / RS / PO After Characteristic Changes in SOMT (Zurich)
Question:In ServiceNow SOMT (Zurich), we are observing that the Upgrade Inventory button is not available at PO and RS when certain changes are made to Product Offering (PO) characteristics and specifications.The issue occurs after performing the fo...
- Question
Strategic Considerations in SOM Delivery
SOM Project Business Objectives: SOM projects need to be rooted in clear business objectives. What problems are we trying to solve, and how are they measured? Becoming measurably easier to do business with: Be specific on what this means; it can vary...
- blog
CRM Execution Capability Comparison
CRM Execution Capability Comparison This comparison of ServiceNow vs Salesforce CRM execution capability is grounded in tier-1 analyst research including Gartner Magic Quadrant 2024, Forrester Wave 2025, IDC, Everest Group, G2, and TrustRadius, comb...
- Article
Simplified Order Management lifecycle in ServiceNow
Alert to all ServiceNow Architects, BAs, and Developers! This handout simplifies ServiceNow Order Management (SOM) and the complete Order-to-Fulfillment journey in a clear, system-driven way.It covers order capture, decomposition, orchestration, and ...
- Article
DRO Architecture : Salesforce Vs ServiceNow
Salesforce’s 2-level DRO relies on flat task orchestration, often requiring custom logic, while ServiceNow’s 5-level hierarchical DRO structurally separates product, service, and resource execution.This deeper architecture allows ServiceNow to automa...
- Article
CRM Data Architect view
Attention developers, architects, and enthusiasts interested in ServiceNow CRM. Here is a powerful handout that visualizes the end-to-end Lead-to-Cash data architecture.This diagram illustrates how ServiceNow integrates CRM, Order Management, Fulfill...
- Article
Comparisons between Salesforce and ServiceNow CRM
Salesforce has long led the front office with powerful sales and marketing capabilities, but today the real enterprise challenge is not selling, it’s execution.ServiceNow is emerging as the stronger platform by connecting sales to fulfillment, servic...
- Article
Simplified CRM process flow
Alert to developers, architects, BAs & CRM enthusiasts—this end-to-end ServiceNow CRM flow (Lead → Opportunity → Quote → Order → Service → Renewal) simplifies the entire revenue lifecycle into one clear visual.This will help you understand complex pr...
- Article
" Set decomposition to not relevant " causing issues with Order Line Decomposition
The Business Rule "Set decomposition to not relevant " on Order Line Item is preventing from OLIS and Orders from decomposing because the Customer Order looks at order line items that are not set to this statusNote sure if anyone else has run into th...
- Question
Resolved! Product Catalog is not populating in the Product Configurator UI at Opportunity/Quote screens
Hello All,I created and Published a Product Offering Catalog called "Connected Car Services", but it is not populating in the Product Configurator UI at Opportunity/Quote screens even though I have installed the following plugins:1. Product Catalog M...
- Question
Price is not populating in the catalog selection page
My product i have created product offering characteristics, once i clicked customize button its characteristic options are showing but not its prices.
- Question
Price is not populating in the catalog selection page
My product i have created product offering characteristics, once i clicked customize button its characteristic options are showing but not its prices.
- Question
Clarification on Usage of Work Notes and Additional Comments in Order Line (SOM)
Hi Team,I am trying to understand the practical usage of Work Notes and Additional Comments on the Order Line record in Sales and Order Management.In my observation:The Order Line record does not have Assigned To or Assignment Group fieldsCustomers/c...
- Question
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| Subject | Author | Posted |
|---|---|---|
| a week ago | ||
| 03-26-2026 10:17 AM | ||
| 02-08-2026 03:34 PM | ||
| 12-22-2025 09:33 PM | ||
| 11-24-2025 12:50 AM |
