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

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Customer Success Management

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# Basic setup

# Basic customer success setup {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Define the basic customer success components
* **[Create an engagement](https://servicenow-prod.fluidtopics.net/~V2rVbQScFMgfnUdUkr9ug)**   
  Create an engagement record that centralizes all internal and external activities that are involved in the customer success journey.
* **[Create a success objective](https://servicenow-prod.fluidtopics.net/MVCkyJxaZE~cmfz9BSw~JQ)**   
  Create a success objective that represents the value of the products sold to the customer.
* **[Create a primary success outcome](https://servicenow-prod.fluidtopics.net/MBQ2ktDCbXhGW6lv7Arrmg)**   
  Create a primary success outcome that can be used to measure the achievement of a success objective.
* **[Create a success initiative](https://servicenow-prod.fluidtopics.net/IKKjdzjKxXWhKHaE0SIgsg)**   
  Create a success initiative with a planned set of internal or external tasks to support a primary success outcome.
* **[Create a touchpoint](https://servicenow-prod.fluidtopics.net/spTnZl7s~yb1lighaQZl_w)**   
  Create a touchpoint to capture and support conversations between providers and customers during the engagement lifecycle.
* **[Create a risk signal](https://servicenow-prod.fluidtopics.net/R8SKMwha_pB~V2EGYfl1zA)**   
  Create a risk signal to identify any risk or issues that can occur during the engagement lifecycle.
* **[Create a customer success definition record](https://servicenow-prod.fluidtopics.net/8IBz3osDQrlJIcopiqKeQg)**   
  Create a Customer Success Definition record to set up categories and sub categories for success play workflows.
* **[Create a customer success choice record](https://servicenow-prod.fluidtopics.net/FV4hRoyIgaIlbtPKfUFRuA)**   
  Create a record to set up the categories for the customer success choices.
* **[Create a success play](https://servicenow-prod.fluidtopics.net/yS8iEYRWubY2TU_w3ibY3g)**   
  Use this option to create a success play to create automated actions.