---
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


---

# Create a success play

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

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

Use this option to create a success play for successfully completing an account onboarding journey.

## Vorbereitungen

Role required: sn_acct_lc.customer_success_agent

## Prozedur

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

