---
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


---

# Account onboarding

# Account onboarding {#ariaid-title1}

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

Set up and configure the Customer Success Management application.
* **[Set up the account onboarding playbook](https://servicenow-prod.fluidtopics.net/E4bizorxwK6iR3Qhb~oZeQ)**   
  Use the account onboarding playbook to import, stage, manage, and publish account data.
* **[Configure the onboarding playbook activities](https://servicenow-prod.fluidtopics.net/MoqLfNmBEclbb86l8hZqBg)**   
  Use Playbooks in Workflow Studio to configure the account onboarding playbook activities.
* **[Set up recommended actions for account onboarding](https://servicenow-prod.fluidtopics.net/wEfHNejdtqgqhNIOu5SqIQ)**   
  Set up recommended actions to display relevant recommendations in the account onboarding playbook.
* **[Run scheduled job to back up staging table](https://servicenow-prod.fluidtopics.net/4NGzgRJxlCwbrU8AXPbDQQ)**   
  You can take a backup of the data on the staging table at periodic intervals.