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Set up associated entities

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Set up associated entities

The Customer Service Management application uses several associated entities, or reference entities, to link customer information with a customer service case.

The customer service case is the primary entity of the Customer Service Management application and is used to track and resolve customer questions or issues. Customer information is linked to a case using associated entities such as accounts, assets, and service contracts. This provides the customer service agent with easy access to the information necessary to resolve customer issues.