Create a primary success outcome

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

    • Create a primary success outcome that can be used to measure the achievement of a success objective.

    Antes de Iniciar

    Role required: sn_acct_lc.customer_success_agent

    Por Que e Quando Desempenhar Esta Tarefa

    Primary success outcomes are measurable components of success objectives. They’re both measurable and actionable and progress can either be tracked automatically using data collected by the Data Context Engine, or manually for outcomes which aren't easily tracked through metrics.

    Procedimento

    1. Navigate to Workspace > CSM/FSM Configurable Workspace and select the List icon.
    2. Navigate to the Customer Success > All Outcomes and select New.
    3. On the form, fill in the fields.
      Tabela 1. Primary Success Outcome form
      Field Description
      Number System generated unique number for the onboarding case record.
      Account The account number of the enterprise customer associated with the account.
      Success objective Select the success objective with which this outcome should be associated. This is a required field.
      Owner The internal person responsible for tracking the achievement of this outcome.
      State State of the primary success outcome.
      • New
      • In progress
      • Paused
      • Canceled
      • Closed
      Progress Current progress of this outcome.
      • Not Started
      • On-Track
      • At Risk
      • Paused
      • Completed
      • Canceled
      Priority Priority of this outcome in comparison to others.
      • Critical
      • High
      • Medium
      • Low
      • Very Low
      Planned start Date on which the work for this outcome is scheduled to start.
      Planned stop Date on which the work for this outcome is scheduled to stop.
      Title Enter a title for this outcome. This is a required field.
      Watch list Select the users who should be notified of any updates to the outcome.
      Work notes list Select the users who should be notified of any updates to the worknotes.
      Description Enter a description for this outcome. This is a required field.
      Work notes Any internal notes regarding this outcome.
      Unit Unit of measurement of this success outcome.
      Tracking method Tracking method for this outcome.
      • Manual: Enter the measurement unit and values manually.
      • Metric: Select a metric from the list. The values are populated automatically if the data source and context engine mapping have been configured.
        Nota:
        The metric values are automatically populated if:

      Data source context mapping

      Context engine mapping
      Base value Starting point or base value for this outcome.
      Target value Target value that is to be achieved.
      Current value Current value of the primary success outcome.
    4. Select Save to create a primary success outcome.