Associate service offerings with sold products

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Associate a service offering with a sold product giving customer service agents visibility into sold products and their service offerings.

    Before you begin

    Role required: sn_customerservice_manager or admin

    Ensure that the Customer Service with Service Portfolio Management (SPM) plugin (com.snc.csm_spm) is installed.

    Procedure

    1. Navigate to All > Customer Service > Products > Sold Products.
    2. Select the desired record where you want to associate service offerings.
    3. In the Service Offering field, select an existing service offering.
      Note:
      The Service Offering field may not appear by default in the user interface. If this happens, add Service Offering field using the form layout.
    4. Click Update.