From the course: Oracle: Customer Service Suite

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Create accounts

Create accounts - Oracle Database Tutorial

From the course: Oracle: Customer Service Suite

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Create accounts

- [Instructor] I'm logged into Service Cloud as an administrator and going to create a new staff account. You need to have all the prerequisites in place, including workspaces, navigation sets, profiles, categories, and skills. I have one more item I need to configure before I create my account, which is a custom field. My business requirement is to note whether or not my agent requires any special ergonomic accommodations, such as a standing desk or special chair. To do this, navigate to database, custom fields. It's going to be a custom field for a staff account. Click new, name is ergonomics. Data type is going to be yes or no. Column name is also ergonomics. And I'll add a hint. Default value is no. Save and close, Oracle displays a message about submitting a request to modify a custom field. Do you wish to continue? Yes. Now I'm ready to create a staff account. Navigation is under staff management. Staff accounts by profile. Click new, user name, slandon, Sophie. Display name is…

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