Course Information
Course Name
SPF: Service Portal Fundamentals
Duration
2 Days
Overview
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. Participants 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.
These objectives are achieved through a combination of demos, lecture, and group discussions. Lab exercises woven throughout the class walk you through building your own Service Portal from scratch.
Audience Profile
This course is designed for low-code System Administrators and Web Designers/Developers who want to learn how to create Service Portals that offer users a consistent, intuitive, and delightful experience when accessing their organization’s services online.
Prerequisites
Completion of the ServiceNow Administration Fundamentals 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
At Course Completion
Completion of the ServiceNow Administration Fundamentals course with 6-plus months of hands-on administration experience:
Create a new Service Portal.
Use the Branding Editor to configure titles, logos, and the theme of an existing Service Portal.
Create new themes, pages and widgets.
Develop a new header menu and footer, then add them to a theme.
Include a custom font within a theme.
Clone existing pages and widgets for reuse.
Configure search capabilities using the AI Search functionality.
Review the User Experience Analytics dashboard to view Service Portal usage metrics.
Redirect users to a specific Service Portal.
Define a Guided Tour to highlight functionality within a Service Portal.
Course 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 men
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
All ServiceNow certification courses are conducted by certified trainers from Iverson.
Digital Methods acts as the official training partner and assists with program consultation, registration, coordination, scheduling, and administrative arrangements to ensure a seamless and professionally managed training experience.