Create a success play for account onboarding

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Use this option to create a success play for successfully completing an account onboarding journey.

    Antes de Iniciar

    Role required: sn_acct_lc.customer_success_agent

    Procedimento

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace.
    2. Navigate to the Account Onboarding Cases > All.
    3. Click New.
    4. In the Create New Account Onboarding Case page, select the customer account that is to be onboarded and click Continue.
    5. Click Create success play.
    6. Select Onboarding in the Category drop down field and click Continue
    7. Select Onboarding Case subcategory and select the Initiate a new onboarding journey activity.
    8. Select the customer account, enter a description and short description, select the products, and click Finish.
      The success play is launched and new onboarding journey is initiated for this account.