Setup Telecommunications Customer 360

Use the Telecom Customer 360 guided setup to configure the unified customer view for your organization. Complete the three setup tasks to define your cards and configure their data and settings. Verify the page layout before customer service agents use it.

Before you begin

Role required: sn_telecom_c360.admin

About this task

Use the guided setup option to review the default configuration for the Telecommunications Customer 360 view, and make changes if required. You can skip individual tasks if no changes are needed, but all three tasks must be marked complete before the setup is finished.

Procedure

1. Navigate to All > Telecom Customer 360 > Guided Setup and select Get Started.
   
2. Complete the Define 360 cards task.
3. Select the 360 Cards tab.
   The following cards are included with the base system:

   • Insights
   • Contact card
   • Interaction history
   • Data visualization group
   • Billing
   • Products
   • All tasks
4. To update an existing card definition, select Configure, select the card you want to edit, follow the steps on the guided setup page and select Mark as Complete.
5. Select the 360 Variables tab.
   Card variables define the configurable properties for each card, such as data tables, query conditions, and display fields. Review or update the variables associated with each card and select Mark as Complete to unlock the next task.
6. To create a custom card, select Configure and then select New and fill in the required fields.
   Creating a custom card only defines the card's metadata. To display the card in the Telecom Customer 360 view, you must also add it to the page in UI Builder. See UI Builder for details.
7. Complete the Configure 360 card data and settings task.
   Use this task to configure the data, display, and visibility settings for each card for the three supported contexts: account, consumer, and contact. Select Configure and review or update the following:

   • Context table, card variables, and query conditions that determine the data to be retrieved.
   • Fields and columns to be displayed on the card.
   • User roles to restrict access to specific users.

   Note:

   • To override or change the default card setting, clone the card setting, modify it as required, and set a higher order than the default setting.
   • To create a role specific experience, create card setting record, define the context table and variables, and set a specific role and higher order than the default setting.
8. Complete the Configure 360 view task.
9. Select Configure to open the Telecom Customer 360 record page variant in UI Builder.
   Note:

   The Telecom Customer 360 record variant is set to Read-only. Do not edit the Telecom Customer 360 record variant directly to preserve the base configuration and avoid upgrade conflicts. Clone the record variant, set an appropriate order, update the variant condition and audience on the new version. See UI Builder for details.
10. Select Mark as Complete.

Result

After the cards have been configured, customer service agents can start using the Telecommunications Customer 360 application. See Telecommunications Customer 360 home page for details.

• Configure the Telecommunications Customer 360 variables
  Configure the properties for each card, such as data tables, query conditions, and display fields.