--- sourceDocument: Brazil Customer Service Management sourceDocumentLink: https://www.servicenow.com/docs/r/customer-service-management Release : - brazil ft:locale : - en-US ft:publication_title : - Brazil Customer Service Management ft:clusterId : - csm bundleId : - csm workflow : - Customer and Industry --- # Integration with Sales Customer Relationship Management # Integration with Sales Customer Relationship Management {#ariaid-title1} Release version: Brazil Updated September 10, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Integrate Service Model Foundation with Sales Customer Relationship Management to enable business organizations (formerly business locations) to operate as sellers. This integration triggers sales quote generation, order capture, and fulfillment. Important: Some table and field labels have been changed across recent releases. For a mapping of former labels to current labels, see [Service Model Foundation renamed Entities](https://www.servicenow.com/docs/7jpNjUKLGsbHQINDlxtAdA "The renamed entities display several Service Model Foundation entities that are renamed, including the previous and current names."). ## Integrate with Order Management {#integration-with-sales-and-order-management__section_s2z_md2_zfc} Install the Order Management Business Locations plugin (com.snc.business_location_orm) to integrate Service Model Foundation with Order Management. You can manage customer orders and empower channel partner staff to create, modify, and track orders throughout the sales process with the integration of Service Model Foundation with Order Management. Organization staff can create orders for customers to monitor and manage the orders for their locations effectively. To learn more about the integration of Order Management with Service Model Foundation, see [Order Management for business organization](https://www.servicenow.com/docs/PGyWjjPUDmqFu1VmRYQ5ng "Integrate Service Model Foundation with Order Management to support channel sales."). ## Integrate with Quote Management {#integration-with-sales-and-order-management__section_u5v_5d2_zfc} Install the Quote Management Business Organization plugin (com.snc.business_organization_qm) to integrate Service Model Foundation with Quote Management. The integration of Quote Management with Service Model Foundation application helps to update and manage integrations with downstream functionalities such as sales orders and other related processes. To learn more about the integration with Quote Management, see [Quote management for business organization](https://www.servicenow.com/docs/~Dt3uITIkcp4gam9z3Zdtw "Integrate Service Model Foundation with Quote Management for business organizations to streamline operations and optimize the end-to-end life cycle for quote management."). ## Integrate with Opportunity Management {#integration-with-sales-and-order-management__section_jgx_l4w_mgc} Install the Opportunity Management business location plugin (com.snc.business_organization_opptym) to integrate Service Model Foundation with Opportunity Management. This integration enables business organization (formerly business location) based sales representatives to create, modify, and track sales opportunities throughout the sales process, ensuring they can address customer needs effectively and provide updates on opportunity status. The feature supports business organizations (such as dealerships, stores, franchises, and resellers) which play a role in delivering customer service and driving product and service sales. For details, see [Opportunity Management for business location](https://www.servicenow.com/docs/U6XISeYBEpgApHfAVpe8Aw "Integrate Service Model Foundation with Opportunity Management for Business Locations to support channel sales."). {#integration-with-sales-and-order-management__table_ts5_v4h_fhc__entry__2} | Roles | Description | |-|-| | sn_bus_loc.org_b2b_sales_order_specialist | Role assigned to organization staff to create and manage Leads, Quotes, Opportunities, and Orders for accounts. | | sn_bus_loc.org_b2b_sales_rep | Role assigned to organization staff to create and manage Leads, Opportunity, and Quotes for accounts. | | sn_bus_loc.org_b2c_sales_order_specialist | Role assigned to organization staff to create and manage Leads, Quotes, Opportunities, and Orders for consumers. | | sn_bus_loc.org_b2c_sales_rep | Role assigned to organization staff to create and manage Leads, Quotes, and Opportunities for consumers. | | sn_bus_loc.org_sales_mgr | Role assigned to organization staff to create and manage account and consumer related Leads, Quotes, Opportunities, and Orders for their hierarchy. | [Table 1. Integrated roles] {#integration-with-sales-and-order-management__table_ts5_v4h_fhc} If a business organization enables [Restricted Customer Access](https://www.servicenow.com/docs/Is2DigMBpS7AQMRRuiU4BQ#associate-customers-or-bus-loc-to-so__restricted-access), the account and consumer visibility restriction also applies to sales personas such as B2B and B2C sales representatives. In other words, these personas can view only the accounts and consumers supported by their own business organization, and cannot view accounts and consumers supported by other business organizations. For upgrade customers, this restriction has no effect until an admin runs the Remove Legacy Roles from Loc Mgr Contrib scheduled job. For more information, see [Enable restricted customer access for Business Organizations](https://www.servicenow.com/docs/CEDMW8SMn_mTP7ineVixtw "Run this one-time scheduled job to use the Restricted Customer Access configuration with organization customer criteria under Business Organizations. This procedure is applicable to customers upgrading from a previous release.") **Related concepts** * [Order Management for business organization](https://www.servicenow.com/docs/PGyWjjPUDmqFu1VmRYQ5ng "Integrate Service Model Foundation with Order Management to support channel sales.") * [Quote management for business organization](https://www.servicenow.com/docs/~Dt3uITIkcp4gam9z3Zdtw "Integrate Service Model Foundation with Quote Management for business organizations to streamline operations and optimize the end-to-end life cycle for quote management.") * [Opportunity Management for business location](https://www.servicenow.com/docs/U6XISeYBEpgApHfAVpe8Aw "Integrate Service Model Foundation with Opportunity Management for Business Locations to support channel sales.")