We’ll walk you through how you can set up your own ServiceNow developer instance. In particular, we’ll show you how to make sure your instance has both ITSM and CSM modules to test your integration with.
Setting up a ServiceNow developer instance
Create a developer account here.
Create a developer instance. You can find this near the top right of your home page https://developer.servicenow.com/dev.do.
It will take ServiceNow several minutes to get your instance set up.
You should see the below screenshot once your instance is done being setup.
Click Start Building to enter your instance!
To access sample incidents in ServiceNow’s ITSM, click All on the top left and search for Incidents.
If you do not see this page, you may need to change your user role to Admin. To do this,
Navigate to https://developer.servicenow.com/dev.do#!/home.
Click on your profile on the top right.
Click Change User Role.
Select Admin and click Change User Role.
You’ll be able to find your instance login credentials under Manage instance password under your profile in the developer home page https://developer.servicenow.com/dev.do#!/home.
Adding CSM to your instance
Merge integrates both ITSM and CSM modules of ServiceNow.
By default, ServiceNow adds ITSM to your instance, but does not include CSM.
To add CSM,
Navigate to your instance.
Click All on the top left and search for Plugins.
Install all the core Customer Service Management plugins listed here.