Configure Customer Success Management

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Configure Customer Success Management to support your customer success journey. Use this reference to find configuration tasks for installation, account onboarding, and customer success capabilities.

    Important:
    Account Lifecycle Events has been renamed to Customer Success Management in Zurich.
    Table 1. Customer Success Management configuration
    Task Description
    Getting started with Customer Success Management Installs Customer Success Management and related plugins.
    Configure the account onboarding playbook Configure the account onboarding playbook including its activities, tasks, data validation rules, and data import behavior.
    Configure customer success Configure the customer success capabilities to track engagements, identify risks, and support retention goals for your organization.