Create an applicable success outcome

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

    • Create the applicable success outcomes to support the primary success outcome.

    Antes de Iniciar

    Role required: sn_acct_lc.customer_success_agent

    Procedimento

    1. Navigate to All > CSM/FSM Configurable Workspace > All > All Initiatives.
    2. Open the success initiative for which you want to add success outcome.
    3. In the conceptual panel, open the Related Items.
      Related items.
    4. In the Related Items, expand Applicable Success Outcomes card.
    5. Select Create.
    6. On the form, select the success outcomes.

      A single initiative can be associate with the multiple success outcomes under the same success objective.

      applicable success outcomes.
    7. Select Save.