Customer success tables

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read
  • This section includes the customer success tables.

    Table Description
    Engagement As a provider, delivering value to an enterprise customer [account] is not a ‘one-time’’ event, it is a journey with multiple activities, both internal and external during its lifecycle.
    Success objective Success objectives represents the value that the provider has sold to an enterprise customer. This value can be defined for one or more products.
    Success outcome Success outcomes are measurable components of success objectives. They can be monitored through analytics within the ServiceNow Platform or through a 3rd Party integration tools.
    Success initiative Success initiatives are a planned set of actions (workflows) that the provider and enterprise customer agree to take and complete on the customer's value realization journey.
    Success case Success cases are an unplanned set of actions a provider takes to support a customer engagement activity.
    Success task Success tasks are planned or unplanned actions that either the provider or enterprise customer must complete in support of a success initiative (planned) or a success case (unplanned).
    Touchpoint A touchpoint captures and supports conversations such as scheduling calls, sharing reports, and presentation material.
    Internal play Internal plays are planned or unplanned actions tied to the engagement lifecycle. Internal plays often require internal sub-tasks and follow a playbook with pre-defined activities.
    Internal play task Internal play tasks are actions that are created as result of a specific internal plays being created. These tasks must have a clear purpose and if possible, must be created through playbook automation [automatic, optional, or conditional].
    Risk signal and issue Risk signals and issues are a way of recording and managing risks tied to an engagement or onboarding so that the provider can take appropriate actions.
    Definition record The ALE definition record is used to specify categories that can be used to launch success play workflows that can create records and trigger playbooks automatically.
    Success launcher notifier The success launcher notifier tracks the status of the success play.