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Exchange Roundtable: CSM Deployment and Implementation Strategies
Session Category: Roundtable
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Customize or configure out-of-the-box? It's one of the most consequential decisions in your CSM deployment — and you don't have to navigate it alone. Connect with peers who've gone live in six months or less and specialists who know what works. In this expert-facilitated roundtable, work through what matters most: which workflows and configurations work OOB, when customization is justified, and how to avoid technical debt. Explore migration planning, role-based layouts in CSM Configurable Workspace, managing data complexity, and introducing the right capabilities at the right time.
Primary Product: Customer Service and Industry Products
Session Level: Beginner
- Tuesday, May 512:00 PM - 1:00 PM PDT
- Wednesday, May 612:00 PM - 1:00 PM PDT





