Integrate with Service Portfolio 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 Service Portfolio Management (SPM) application.

    Before you begin

    Role required: csm_guided_setup_user or admin

    About this task

    To configure the integration with Service Portfolio Management, use the Customer Service guided setup. The guided setup takes you through the entire setup and configuration process.

    Procedure

    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 Integration with Service Portfolio Management (SPM) category, view the list of tasks to configure the feature.
      Table 1. Service Portfolio Management configuration tasks
      Task Description
      Activate Customer Service Management with Service Portfolio Management Activate the CSM with Service Portfolio Management (SPM) plugin to use the integration with Service Portfolio Management.
      Configure form views Configure the form layout and related lists for the Sold Product, Case, Account, and Service Offering forms. Configuration provides users with information regarding which service offerings are associated with each sold product.
      Assign roles Assign the required roles to customer service managers based on your organization's existing roles and responsibilities.
    4. To perform a task, select Configure.

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