Integrate with IT Service Management using Guided Setup

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

    • Use the Guided Setup to integrate Customer Service Management with the Request, Incident, Problem, and Change Management applications.

    Before you begin

    Role required: csm_guided_setup_user or admin

    About this task

    To configure the integration with the Request, Incident, Problem, and Change Management applications, use the Customer Service guided setup. The guided setup takes you through the setup and configuration process.

    Procedure

    1. Navigate to All > Customer Service > Administration > Guided Setup.
    2. On the Getting Started page of the guided setup, click Get Started.
    3. In the Integration with Service Management category, click Get Started.
      The Integration with Service Management page opens with a list of tasks to activate plugins and assign roles.
    4. To perform a task, click Configure.
      This button opens the page in your instance where the configuration is completed.