Configure Customer Central

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 3분

    • Provide customer service agents with all the information about a customer in one central place by configuring the Customer Information and Customer History views for Customer Central.

    시작하기 전에

    Role required: admin, or the app-specific sn_customer_central_admin role.
    주:
    Admins can assign either the full admin role for broad access or the app-specific sn_customer_central_admin role to limit access to only the Customer Central application (sn_customercentral).

    이 태스크 정보

    Customer Central provides customer service agents with all the information about the customer in one central place. It enables them to quickly zoom in on the customer issue and provide efficient and empathetic service to their customers.

    Customer Central consists of two views, Customer Information and Customer History. In CSM Configurable Workspace, Customer Central is displayed on the interaction, account, contact, or consumer records.

    For more information, see Customer Central.

    프로시저

    1. Navigate to All > Customer Service > Administration > Guided Setup.
    2. On the Getting Started page of the guided setup, select Get Started.
    3. In the Customer Central - Customer Information or Customer Central - Customer History category, view the list of tasks to configure the feature.
      표 1. Customer central configuration tasks
      Task Description
      Activate Customer Central The Customer Central application (com.sn_csm_customer_central) is activated with the CSM Configurable Workspace application (com.snc.uib.csm_agent_workspace). The CSM Configurable Workspace application is activated with the Customer Service plugin (com.sn_customerservice).
      주:
      Starting with the Yokohama release, the Customer Central application (com.sn_csm_customer_central) has moved to the ServiceNow Store.
      Configure the Customer Information view using CSM Configurable Workspace Configure the display of the Customer Information view using CSM Configurable Workspace.
      Configure the Customer History view Configure the display of the customer history view.
      Configure the Customer History component Starting with the Yokohama release, the Customer History component displays customer activity information on some record pages in CSM Configurable Workspace.
    4. To perform a task, select Configure.

      This button opens the page in your instance where the configuration is completed.