The journey to review
Follow a customer organization from its account relationships to the order and subscription context a service team needs. The useful demonstration is a business journey: who is asking, what they can change and which records explain the answer.
Prepare a relevant product conversation
Bring a workflow from your environment and the systems that participate in it. This makes it possible to discuss the product boundary, the integration assumptions and the acceptance evidence that would matter to your team.
The media link below is an example placeholder. No recorded demonstration or completed implementation is represented by that link.
- Identify the user and the initiating request.
- List the shared records and their owners.
- Define a successful result and one exception to examine.
Example materials
These sample destinations illustrate the supporting materials; they are not live downloads or recordings.