Open CRM Workspace

task australia Updated Oct 27, 2026 1 min read csm-workspaces-open.md
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Open CRM Workspace so that you can work on customer service cases.

Before you begin

Role required: sn_customerservice_agent

Procedure

  1. Navigate to All > Workspace Experience > Workspaces.

  2. Select CSM Configurable Workspace.

    The workspace opens in a new browser tab.

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