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CIS-CSM ServiceNow Certified Implementation Specialist - Customer Service Management Exam Questions and Answers

Questions 4

Depending on the CSM application configurations, cases can be assigned to agents manually or by using auto-assignment. Which routing and assignment features leverage matching rules? (Choose two.)

Options:

A.

State Flows

B.

Assignment Workbench

C.

Assignment Rules

D.

CSM Workspace

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Questions 5

Which of the following are benefits of customer access management? (Choose two.)

Options:

A.

It increases security by automatically granting access to cases based on access to sold product.

B.

It defaults the responsibility for access management to the customer.

C.

It defaults the responsibility for access management to the customer service agent.

D.

It improves the customer experience by enabling related parties to track and collaborate on cases.

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Questions 6

What features are included with the Customer Service Portal?

Choose 3 answers

Options:

A.

Header with links for different customer activities such as creating a case

B.

Search feature to get Information from several repositories

C.

Links to information sources such as the knowledge base, community and customer support

D.

Links to marketing promotions and product coupons

E.

The ability to create new accounts

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Questions 7

A customer service agent wants to escalate an account but is unable to use the Escalate Account related link on the Account form. What could be the reasons why the customer service agent is not able to use it? (Choose two.)

Options:

A.

No escalation approval flow is configured

B.

The parent account of the account to be escalated is not active

C.

The customer service agent is not assigned with the escalation requester role

D.

The account already has an open escalation record

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Questions 8

Which of the following roles cannot update a consumer’s record?

Options:

A.

sn_customerservice_agent

B.

sn_customerservice_manager

C.

sn_customerservice.consumer_agent

D.

admin

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Questions 9

What allows the implementation of phases and tasks to meet performance goals track progress and measure success?

Options:

A.

Performance Analytics Spotlight

B.

Scheduled Reporting

C.

Service Level Agreement Tasks

D.

Continual Improvement Management

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Questions 10

ACME corporation wants to use ServiceNow CSM for supporting their customers through Twitter. What CSM entity would you recommend ACME to store the customer’s Twitter profile details?

Options:

A.

Account

B.

Not supported

C.

Consumer

D.

Social Profile

E.

Personnel File

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Questions 11

Match the definitions for roles relationships.

Hot Area:

CIS-CSM Question 11

Options:

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Questions 12

Which feature enables employees to request support for themselves and for external customers?

Options:

A.

Account Management

B.

Responsibility Definitions

C.

Contributor Users

D.

Business Locations

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Questions 13

Assignment workbench enables customer service managers to assign tasks to agents via configurable criteria known as Matching Rules. Which out-of-the-box configurable criteria can be used? (Choose three.)

Options:

A.

Assigned Cases

B.

Agent Affinity

C.

Availability Today

D.

Matching Skills

E.

Agent History

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Questions 14

Which social media channels are NOT available out-of-box?

Options:

A.

Facebook

B.

Twitter

C.

LinkedIn

D.

All of the above

E.

None of the above

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Questions 15

New case tasks use the following prefix:

Options:

A.

CSMTASK prefix

B.

CASETASK prefix

C.

CSTASK prefix

D.

No specific task prefix just existing TASK prefix

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Questions 16

How are consumers related to households?

Options:

A.

Household Member table

B.

Location table

C.

Household field on the Consumer record

D.

Consumer are not related to Households

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Questions 17

What action to be taken if the product has no configurable attributes?

Options:

A.

Optimize data in the Install base Item table

B.

Create new child table for Install Base Item

C.

Group into existing extended Install Base Item table

D.

Store it in the baseline Install Base Item table

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Questions 18

Depending on which CSM workspace you are operating within, certain steps can be applied to configure the form header. Which of the following is correct regarding form headers in the CSM Configurable workspace?

Options:

A.

The form headers secondary values can only be displayed above the ribbon components

B.

The form header's secondary values can be displayed in the contextual side panel instead of above the ribbon components

C.

The form header for the case form can display five levels of field values from the case table

D.

The form header's primary values can be displayed in the contextual side panel instead of above the ribbon components

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Questions 19

A consumer service agent receives and accepts a case which was created by a consumer. The agent needs and requests more information from the consumer. After receiving the information, the agent proposes a solution that is accepted by the consumer Given this scenario, what is the chronological order of case states used to manage this case?

Options:

A.

New > Work in Progress > On Hold > Work in Progress > Resolved > Closed

B.

Open > Pending > Work in Progress > Resolved > Closed

C.

New > Open > Work in Progress > Solution Proposed > Closed

D.

New > Open > Awaiting Info > Open > Resolved > Closed

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Questions 20

Which capabilities does the integration with Microsoft Outlook add-in offer? (Choose two.)

Options:

A.

Escalate a case on the add-m panel of Outlook

B.

Register the sender of an email as contact

C.

As the Microsoft Outlook user, register yourself as self-contributor

D.

Create cases using email content in Outlook for the customer contact

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Questions 21

What criteria can be used to determine when a new inbound case should be opened?

Options:

A.

When a new customer is created

B.

When an internal problem occurs

C.

When a customer has a question or issue to resolve

D.

When we have new marketing material for a customer

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Questions 22

The assignment workbench uses configurable matching criteria to evaluate agents in a selected group and provide an overall ranking. What are the different types of criteria available for the assignment workbench?

Choose 3 answers

Options:

A.

Correlation

B.

Simple Match

C.

Scripted

D.

Availability

E.

Aggregate

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Questions 23

Information in the Case Field ‘Contact’ is copied to which Incident Field?

Options:

A.

Contact

B.

User

C.

Customer

D.

Caller

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Questions 24

The Customer Support Portal default configuration provides the following channels to interact with customers?

(Choose two.)

Options:

A.

Web

B.

Social

C.

Chat

D.

Email

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Questions 25

Which roles can specify both skills and mandatory skills for cases and tasks? (Choose two.)

Options:

A.

Customer service manager (sn_customerservice_manager) Most Voted

B.

Customer service agent (sn_customerservice_agent) Most Voted

C.

Customer administrator (sn_customerservice.customer_admin)

D.

Partner (sn_customerservice.partner)

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Questions 26

Name a security benefit gained from using scoped applications:

Options:

A.

Prevents changes to tables without explicit permission from IT

B.

Prevents third party Integrations

C.

Limits the number of update sets that can be applied

D.

Limits accessibility to other applications in the Instance

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Questions 27

Which concept primarily relates to how customer data is used for major case management?

Options:

A.

Allocation of resources based on real-time data

B.

Identification of frequent service issues

C.

Customization of case templates

D.

Consolidation of customer interaction histories

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Questions 28

Customer service agents can use Agent Assist to search for information from an interaction. BY DEFAULT, what are the available search sources? (Choose three.)

Options:

A.

Knowledge articles

B.

Service catalog

C.

Communities

D.

Consumer service portal

E.

Customer service portal

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Questions 29

What feature does the Product Model and Catalog Items Relationship plugin enable?

Options:

A.

Agents are automatically proposed catalog items related to the chosen product on the case form

B.

Consumers can track what products they have purchased via the catalog

C.

It provides a contextual service catalog based on the customer’s subscribed services Most Voted

D.

Customer service managers can track the financial cost of customer’s subscribed services and the related requests

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Questions 30

What is KCS (Knowledge Centered Services)?

Options:

A.

A bunch of tables strictly pertaining to CSM case articles that focus on mapping articles to Knowledge management

B.

A documented methodology to provide a set of best practices for creating and maintaining knowledge Most Voted

C.

A dashboard with specific visualization of the different knowledge bases and categories

D.

An application that helps agents and managers to create cases from Knowledge articles

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Questions 31

Which table must be extended when creating a new case type?

Options:

A.

Case (sn_customerservice_case)

B.

Case Task (sn_customerservice_case_task)

C.

Task (task)

D.

Case Type (sn_case_type)

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Questions 32

What action can be performed by a Partner Admin (sn_customerservice.partner_admin) and NOT by a Partner (sn_customerservice partner) in the Customer Service Portal?

Options:

A.

Can view assets belonging to their partner accounts

B.

Can create, view, and edit cases for their partner accounts

C.

Can resolve cases reported by their partner accounts

D.

Can create and update contacts for their partner accounts

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Questions 33

Which are the key self-service functions of the Customer Support Portal? (Choose three.)

Options:

A.

Community

B.

Knowledge Base

C.

Open An Incident

D.

Service Catalog

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Questions 34

As an agent you can report a knowledge gap, if you cannot find relevant articles that could help resolve a case. Which action is required to create the knowledge gap?

Options:

A.

Document the knowledge gap in the case worn notes and escalate the case

B.

Use Related Links on the case form to report a knowledge gap

C.

Post a question in one of the various Customer Service Management knowledge bases

D.

Use the Create Knowledge button on the case form to report a knowledge gap

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Questions 35

Match the business rule to its function in the Self-Service Portal.

Hot Area:

CIS-CSM Question 35

Options:

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Questions 36

What is the purpose of the Guided Decisions capability?

Options:

A.

Provide agents with an escalation guide

B.

Guide agents through account management

C.

Dynamically guide agents to help resolve complex cases

D.

Provide agents with a knowledge guide

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Questions 37

Which of the following are best practice with regard to data imports? (Choose two.)

Options:

A.

When importing to multiple instances import to each instance separately.

B.

Use ServiceNow automatic functionality to clean the data after it is in ServiceNow tables rather than in the

legacy repository.

C.

Ensure the field data lengths in ServiceNow are adequate for the imported data because ServiceNow does

not automatically adjust the length.

D.

Images embedded in Knowledge Articles should be uploaded separately

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Questions 38

Which of the following is a required field in the Resolution Information tad in order to close a case?

Options:

A.

Cause

B.

Closed

C.

Resolution notes

D.

Closed by

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Questions 39

When creating or importing assets for CSM, model categories are used to: (Choose three.)

Options:

A.

Define whether a Configuration Item (CI) is created when an Asset record is created or vice versa Most Voted

B.

Group assets together Most Voted

C.

Build a classification structure for product models

D.

Model the configuration options for each product model being sold to customers

E.

Define a link between Asset classes and Configuration Item (CI) classes

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Questions 40

On the Customer Service Portal which personas can see work orders from their company hierarchy? (Choose two.)

Options:

A.

Partner admin

B.

Partner contact

C.

Customer admin

D.

Customer contact

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Questions 41

Once a major case candidate is approved a major case is created. What then happens to the customer case?

Options:

A.

The customer case becomes a child case of the major case

B.

The customer case will be automatically closed

C.

The customer case becomes the parent case of the major case

D.

The customer case will automatically be related to a problem

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Questions 42

_____________________ is a role for agents who assists consumers with questions, issues, and problems. This user creates, views, and edits cases and works with consumers to resolve cases. Typically supports a specific set of products across one or more communication channels. An agent can belong to one or more agent groups.

Options are :

Options:

A.

Partner [sn_customerservice.partner]

B.

Agent [sn_customerservice_agent]

C.

Consumer Agent [sn_customerservice.consumer_agent]

D.

Agent manager [sn_customerservice_manager]

E.

Customer case manager [sn_customerservice.customer_case_manager]

F.

Customer administrator [sn_customerservice.customer_admin]

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Questions 43

When configuring email in Communication Channels, how many outgoing email addresses are supported?

Options:

A.

One

B.

Two

C.

Three

D.

Unlimited

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Questions 44

From what places in SN can an agent create a case? (Choose three.)

Options:

A.

Customer Service Application

B.

Contact

C.

Account

D.

Chat

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Questions 45

In the 'Action Status' column on a case list, what does a blue indicator dot mean?

Options:

A.

Blocked internally

B.

Work in progress

C.

Blocked externally

D.

Needs attention

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Questions 46

Which CSM Configurable Workspace feature enables agents to quickly view records in the contextual side panel without switching tabs?

Options:

A.

Contextual Search

B.

Agent Assist

C.

Dynamic Related Records

D.

Record Information

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Questions 47

What is the purpose of the sidebar feature in CSM Configurable Workspace?

Options:

A.

Enables managers lo discreetly monitor chats between agents and customers

B.

Enables agents to access response templates to help them resolve cases faster and more efficiently

C.

To enable agents to collaborate with other agents or Subject Matter Experts (SMEs) in real-time for faster case resolution

D.

Enables agents to keep information regarding details of the case visible at all times

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Questions 48

What are common types of application record data that are imported during a CSM data migration? (Choose

two.)

Options:

A.

Knowledge Article

B.

Accounts

C.

Chat

D.

Case

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Questions 49

What action is required to enable agents to create an incident record for a case?

Options:

A.

They must be assigned with the read role for incident

B.

They must be assigned with the itil role

C.

They must be assigned with the snc_intemal role

D.

They must be assigned with the sn_customerservice.itsm_contributor role

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Questions 50

Which Flow Designer flow can be used to automatically close resolved cases if customers do not respond within a specified time?

Options:

A.

Close Cases in Resolved state

B.

Auto Close Resolved Cases Most Voted

C.

Resolved to Close State

D.

Move Resolved Cases to Closed

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Questions 51

From a security perspective, scoping brings several benefits: (Choose two.)

Options:

A.

Improves instance security by limiting accessibility to other applications on the instance

B.

Provides CSM teams the autonomy and control needed to configure and manage the CSM application, but not the CSM Service Portals

C.

IT can manage and control the pace of the CSM teams because dependencies have been put in place

D.

The scope holds the records and acts as a container for the desired Customer Service Management Applications

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Questions 52

What determines how an escalation request is processed?

Options:

A.

Escalation Rule

B.

Escalation Template

C.

Escalation Severity

D.

Escalation Justification

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Questions 53

Which combination of roles is restricted for security purposes?

Options:

A.

snc_internal and sn_customerservice.partner_admin

B.

snc_internal and sn_customerservice.consumer_agent

C.

snc_external and sn_customerservice customer

D.

snc_internal and sn_customerservice__agent

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Questions 54

After installing the Performance Analytics Content Pack for Customer Service, which job must be run to retrieve daily case data from previous months?

Options:

A.

Customer Service Historic Data Collection

B.

Customer Service Initial Data Collection

C.

Customer Service Daily Data Collection

D.

Customer Service Case Data Collection

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Questions 55

Which of the following features are specific to CSM Workspaces and will not be found in the Platform UI view? (Choose two.)

Options:

A.

Special handing notes

B.

Lookup and verify

C.

Related search

D.

Agent assist

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Questions 56

What are the three out-of-the-box playbooks for CSM?

Choose 3 answers

Options:

A.

Case Playbook for product Support

B.

Case playbook for Onboarding

C.

Case playbook for Billing

D.

Case playbook for Accounts

E.

Case playbook for Complaints

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Questions 57

Which service catalogs are available out-of-the-box in the customer portals? (Choose two.)

Options:

A.

Partner Service

B.

Customer Service

C.

Consumer Service

D.

Product Service

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Questions 58

Which entities combined together make up the Service-aware Install Base?

Choose 3 answers

Options:

A.

Ml Assets

B.

Configuration Items

C.

Sold Products

D.

Installed Products

E.

Install Base Items

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Questions 59

What will be the state of a case after a customer rejects the solution proposed by an agent?

Options:

A.

In Progress

B.

Open

C.

New

D.

Solution Rejected

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Questions 60

Using the out-of-the-box major issue management process flow, a consumer service agent proposes an existing case in the Open state as a major case candidate. The major case candidate has a consumer defined and is approved by the customer service manager What happens to the major case candidate?

Options:

A.

The major case candidate is closed and a new major case is created

B.

The major case candidate becomes the major case

C.

The major case candidate requires an approval from the major issue manager

D.

A new major case is created and the major case candidate Is added as a child to the major case

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Questions 61

To which recipient types can targeted communications (publications) be sent? (Choose two.)

Options:

A.

Outsourced Service Providers

B.

Contacts

C.

Internal users

D.

Households

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Questions 62

What functionality is required to automatically close resolved cases if customers do not respond within a specified time?

Options:

A.

Auto Close Resolved Cases Workflow

B.

Auto Close Resolved Cases Flow Designer Flow

C.

Auto Close Resolved Cases Business Rule

D.

Auto Close Resolved Cases Scheduled Job

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Questions 63

What does viewing a customer’s install base enable customer service agents to do? (Choose two.)

Options:

A.

See the detailed configurations of the products and services deployed for a customer to determine me action needed

B.

Monitor alerts for operational services and configuration items that affect service health

C.

Trace information provided m a case to the right product or service to which it relates

D.

Close an upsell of related products and services not yet purchased by a customer

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Questions 64

Customer Service Management Administrators can delegate Contact Administration activities to specific contacts within accounts by assigning specific roles to one or more users. Which of the following roles, if assigned, would allow the user to create contacts?

Options:

A.

Customer case manager (sn_customerservice.customer_case_manager)

B.

Customer account manager (sn_customerservice.customer_account_manager)

C.

Customer admin (sn_customerservice.customer_admln) Most Voted

D.

Customer (sn_customerservice.customer)

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Questions 65

Partner admin (sn_customerservice.partner_admin) contacts have access to:

Options:

A.

Their customer account

B.

Their partner accounts

C.

Both

D.

Neither

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Questions 66

For security purposes certain roles cannot be assigned to a group or individual at the same time. Which of me following two roles would be restricted?

Options:

A.

snc_intemai and snc_external

B.

snc_internal and sn_customerservice.consumer_agent

C.

snc_internal and sn_customerservice_agent

D.

snc_external and sn_customerservice.customer

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Questions 67

How many outbound email accounts are supported in Customer Service Management?

Options:

A.

One

B.

Unlimited

C.

Two

D.

One per business service

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Questions 68

Which feature sends an email notification containing a list of relevant knowledge articles to the case submitter and watchlist users associated with the case whenever a case is created?

Options:

A.

Trending Topics

B.

Auto-Responder

C.

Proactive Customer Service Operations

D.

Self-Service Analytics

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Questions 69

What is normally done when a Root Cause and a Workaround are identified for a problem to document the quickest known resolution?

Options:

A.

Publish Workaround

B.

Document a Known error

C.

Complete Investigation

D.

Complete RCA

E.

Document Five Whys

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Questions 70

During which Now Create stage are workshops conducted?

Options:

A.

Execute

B.

Initiate

C.

Deliver

D.

Plan

E.

Close

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Questions 71

The CSM application has a feature that can be used to filter records in CSM-related tables which are accessible by users with CSM roles. This feature makes it unnecessary to create business logic for those persona access the data. What is this feature?

Options:

A.

CSM Query Rules

B.

Data Policies

C.

Access Types

D.

Filtered Lists

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Questions 72

What must a system administrator configure to define a different approval workflow for an escalation request?

Options:

A.

Escalation Decision

B.

Escalation Rule

C.

Escalation Reason

D.

Escalation Template

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Questions 73

Which aspect of an install base item helps document the details of products installed at a customer location?

Options:

A.

Product ID

B.

Service Logs

C.

Install Base Attributes

D.

Sales Records

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Questions 74

Which of the following are correct for parent/child synchronization? (Choose two.)

Options:

A.

Multiple child cases can be managed from a parent case as in Major Issue Management

B.

The Administrator can choose which fields to synchronize from parent to child cases

C.

Parent to child cases can be synchronized regardless of which state the case is in

D.

The property to synchronize parent to child cases is automatically enabled

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Questions 75

What is the default value in the Channel field when a new case is opened by a customer in the Service Catalog, using the Customer Service Portal?

Options:

A.

Web

B.

Catalog

C.

Portal

D.

Virtual Agent

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Questions 76

Which roles are considered external?

Choose 2 answers

Options:

A.

Partner Admin (sn_customerservice. partner_admin)

B.

Customer Admin (sn_cuslomerservlce.customet_admin)

C.

Customer Service Agent (sn_customerservice_agent)

D.

Consumer Support Agent (sn_customerservice.consumer_agent)

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Questions 77

User criteria records may be applied to which knowledge items?

Options:

A.

Knowledge Base

B.

Knowledge Base and Category

C.

Knowledge Base and Article

D.

Knowledge Base, Category and Article

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Exam Code: CIS-CSM
Exam Name: ServiceNow Certified Implementation Specialist - Customer Service Management Exam
Last Update: Jun 6, 2026
Questions: 257

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