Configuring CSM Portal

[DimaageeJ]

I am trying to implement CSM in my PDI I have activated the necessary plugin and in the process of configuring the foundation data, do I need to configure all the steps in order to build my CSM portal? 

[Robbie · Accepted solution]

Hi @DimaageeJ,

To answer your question directly, once the Customer Service Management plugin is activated (plugin id: com.sn_customerservice) the CSM portal is available - nothing else to configure.

If the CSM Portal plugin is not activated as part of the above plugin (it should), also activate: App id: sn_csm_portal

The CSM portal is ready to go by simply adding the syntax of 'csm' to the end of your PDI URL similar to the below:

https://yourdevinstance.service-now.com/csm

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Thanks, Robbie