Before starting implementation, it's always a good idea to conduct a process workshop to verify processes and identify requirements. Listed here are process workshop guides you can use to run workshops if you are self-implementing or to prepare if you are working with an implementation partner.

Advanced Work Assignment for CSM

Case Management

Communities

Conversational Messaging for CSM

Customer Data Management

Customer Service Portal

Industry Data Models

Playbooks for CSM

Virtual Agent for CSM

Workspaces in CSM