---
sourceDocument: Australia Customer Success Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/acct-lifecycle-events

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Customer Success Management

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# Create a success play

# Create a success play for account onboarding {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Use this option to create a success play for successfully completing an account onboarding journey.

## Before you begin

Role required: sn_acct_lc.customer_success_agent

## Procedure

1. Navigate to WorkspacesCSM/FSM Configurable Workspace.
2. Navigate to the Account Onboarding CasesAll.
3. Select New.
4. In the Create Account Onboarding Case page, select the customer account that is to be onboarded and select Continue.
5. Select Create success play.
6. Select Onboarding in the Category drop down field and select 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 select Finish.  
   The success play is launched and new onboarding journey is initiated for this account.

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