2-Day Instructor-Led Training
ServiceNow Official Content
Available for Private Team Training
#2538
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jun 23 - 24 9:00 - 17:00 CESTNow Learning
ServiceNow Service Portal Fundamentals Training
Course 2538
- Duration: 2 days
- Language: English
- Level: Foundation
A Service Portal provides an alternative user experience to the standard platform interface. The Service Portal application offers the tools needed to configure, customize, and extend portal components to create an online experience like what your users have come to expect.
During this two-day interactive training course, you learn how to use the Service Portal application to configure, customize, and extend components to create a Service Portal in your own student instance.
ServiceNow Service Portal Training Delivery Methods
Online
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ServiceNow Service Portal Training Course Information
In this course, you will:
- Explore all aspects of the Service Portal application
- Learn how to re-configure an existing portal
- Review the Service Portal framework
- Discover the baseline Employee Center portal
- Create new portals, themes, pages, and menus
- Understand how to use and create widgets
- Re-use existing portal components
- Explore using AI Search as the search engine in a Service Portal
- Configure other aspects of the platform to enhance a Service Portal
- Create a Guided Tour within a Service Portal
- Discover the User Experience Analytics dashboard to better understand Service Portal usage metrics.
Prerequisites:
Completion of the ServiceNow Administration Fundamentals (SNAF) Training course with 6-plus months of hands-on administration experience.
Although all scripts are provided for lab exercises, participants will find them easier to interpret and read if they have a basic understanding of:
- Scripting in ServiceNow
- AngularJS
- Bootstrap
- CSS
- HTML
Certification Information
Upon completion of this course, learners will have the ability to enroll in the Service Portal Micro-Certification exam on Now Learning. This is an open book, non-proctored, online exam. The exam contains less than 25 questions, and you will have 60 minutes to complete it.
To prepare for the exam, please refer to the exam blueprint and review what will be covered.
ServiceNow Service Portal Training Outline
Module 1: Service Portal overview
This module covers the foundations of Service Portals in ServiceNow.
Objectives
- Define Service Portal
- Discuss reasons for building a Service Portal
- Review Service Portal administration and development duties
- Discover the Employee Center portal
- Examine where to get Service Portal help
- Explore the Branding Editor
Labs:
- Lab 1.5.1 – Explore your student instance
- Lab 1.5.2 – Enable AI Search
- Lab 1.5.3 – Use the Branding Editor
Module 2: Create a Service Portal
Learn how to create a new theme, portal, and page.
Objectives
- Review the Service Portal framework
- Create a new theme
- Create a new Service Portal
- Create a new page
- Review the Bootstrap framework
- Explore baseline pages
Labs:
- Lab 2.2.1 – Create a new theme and portal
- Lab 2.2.2 – Include a custom font
- Lab 2.3.1 – Create a new page
- Lab 2.3.2 – Explore existing pages
Module 3: Widgets
Learn how to use widgets on a page to provide your content. This module also includes a low-code overview on how to create a new widget.
Objectives
- Define widgets and explore the baseline elements
- Learn how to use widgets
- Clone existing widgets
- Develop new widgets
- Discover how to debug widgets
Labs:
- Lab 3.2.1 – Add widgets to a page
- Lab 3.4.1 – Clone an existing widget
- Lab 3.4.2 – Develop a custom footer widget
- Lab 3.4.3 – Develop a custom widget with options
- Lab 3.4.4 – Develop a modal widget
Module 4: Header Menus
Learn how to create a new menu and how to include it in a Service Portal.
Objectives
- Define a Header menu
- Explore menu items
- Discuss nested menu Items
- Review the Mega Menu
- Review testing menu functionality
Labs:
- Lab 4.1.1 – Create a Header menu
Module 5: AI Search
Learn about the AI search capabilities within a portal.
Objectives
- Define AI Search
- Discover how to use AI Search
- Explain how to enable AI Search in your portal
- Examine the basics of configuring AI Search
- Explore external search sources
- Review AI Search analytics and reporting
Labs:
- Lab 5.4.1 – Configure AI Search
Module 6: Service Portal extras
Learn about Announcements, the User Experience Analytics dashboard, using User Criteria records to control user access within a portal, and Guided Tours.
Objectives
- Discover the User Experience Analytics dashboard
- Learn about the Announcements widget
- Discuss use of User Criteria records to control user access in a portal
- Explore Guided Tours for Service Portals
Labs and activities:
- Lab 6.4.1 – Announcements
- Lab 6.4.2 – Create a dashboard page
- Lab 6.4.3 – Create a Guided Tour
Questions about this course?
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ServiceNow Service Portal Training FAQs
Once enrolled, ServiceNow University is available to everyone and provides users access to ServiceNow’s full range of training content, hands-on practice, certifications, and badges. Built on the Now Platform, Now Learning is the place for any ServiceNow user to learn, improve their skills, and share their accomplishments. Visit ServiceNow for more details.
Please see the Cancellation and Rescheduling Policy.
Yes! We know your busy work schedule may prevent you from getting to one of our classrooms which is why we offer convenient online training to meet your needs wherever you want. This course is available online or as Private Team Training.
The course begins with an overview of what a Service Portal is, why you should build one, and the personas that would use it. It then dives into the administration side, describing the Service Portal related plugins, properties, and roles. Attendees are also introduced to the Employee Center portal, shown some of the baseline components available, and a list of websites that can be used to obtain additional Service Portal help.
From there, attendees begin learning how to build a new Service Portal. It first outlines how to create a portal with a new theme, then how to create and add a page to it. The course then explores how to create or reuse existing widgets and how to include them within a page. It also covers how to generate a new header menu and footer, and how to add them to the Service Portal’s theme to ensure they are consistently displayed throughout the portal.
The course then delves into Service Portal search capabilities by walking attendees through configuring AI Search. AI Search provides a modern consumer-grade search experience that enables end users to quickly and easily find relevant results.
Next, the course then explores various other functionality that can be used with a Service Portal. This includes the User Experience Analytics application that can be used to view portal usage metrics. It also covers creating announcements, using User Criteria to control access to portal elements, and configuring Guided Tours for your portal. The course concludes by investigating ways to implement redirects within a portal.