---
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


---

# Configure

# Configure Customer Success Management {#ariaid-title1}

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

Set up features and tasks required during the customer success journey.
Wichtig:  
Account Lifecycle Events has been renamed to Customer Success Management in Zurich. {#account-lifecycle-events-landing-page__table_xzs_ls1_zfc__entry__2}

| Task | Description |
|-|-|
| [Activate Customer Success Management](https://servicenow-prod.fluidtopics.net/fygPd_SN5ytz6qYpvK6rHA "The Customer Success Management (com.sn_acct_lc) plugin is available as a separate subscription. This plugin activates related plugins, if they aren’t already active.") | Installs Customer Success Management and related plugins. |
| [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 account onboarding playbook to import, store, 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.") | Configure the account onboarding playbook activities using Workflow Studio. |
| [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.") | 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.") | Run a scheduled job to take a backup of the staging table at periodic intervals. |
| [Basic customer success setup](https://servicenow-prod.fluidtopics.net/KJoNHFrSGwBhNpbe~_RV6g "Define the basic customer success components") | Configure basic components such as engagements, success objectives, and touchpoints. |
| [Manage customer success playbooks](https://servicenow-prod.fluidtopics.net/eMnv9w34~pVmUUoznSmURw "Create playbooks to define planned and unplanned activities during the engagement lifecycle.") | Create playbooks to define planned and unplanned activities during the engagement life cycle. |
| [Data Context Engine](https://servicenow-prod.fluidtopics.net/y5PLBXWzvitoRxO0iwWvfg "The Data Context Engine breaks down silos by aggregating data from multiple sources—both internal and external—collecting it in one place to enable data-driven, actionable decisions.") | Configure the Data Context Engine to collect, analyze, and visualize data gathered from various sources. |
| [Create a product capability](https://servicenow-prod.fluidtopics.net/MTQnF17KdQrdxDsu030VKg "Create a product capability record and associate with one or more capability usage records.") | Create a product capability record to define the features and functions offered by a product. |
| [Configure DCE Visualizations](https://servicenow-prod.fluidtopics.net/NmLaHQMmfbJIfySjpPngrA "Use the DCE Visualizations option to configure data sources, define baselines and targets, and apply aggregation rules. You can also define specific conditions to customize the data displayed.") | Configure data sources, define baselines, and targets. |
| [Manage engagements](https://servicenow-prod.fluidtopics.net/WhGIGyf0scX80bAZjvWqAQ "Configure metrics to calculate the health and risk score for an engagement.") | Configure metrics to calculate the health and risk score for an engagement. |
| [Create a success blueprint template](https://servicenow-prod.fluidtopics.net/aGFpIy6t70LIYAmoKFzP8Q "Create a success blueprint template with predefined success objectives and outcomes.") | Create a template with predefined success objectives and outcomes for a specific product. |
| [Create an implementation record](https://servicenow-prod.fluidtopics.net/MgokPsuhgdMnBQwPpP9AcQ "Track the progress of a partner or customer implementing a product or a service.") | Create an implementation record to capture the planned work items associated with an engagement. |
| [Enable integration with Microsoft Dynamics CRM](https://servicenow-prod.fluidtopics.net/UR0NRvmcBmdZK4IHz1CV7A "Integrating your ServiceNow instance with the Microsoft Dynamics CRM platform enables seamless data exchange and process synchronization between the two platforms. This integration is done through the Microsoft Dynamics CRM spoke.") | Enable integration with Microsoft Dynamics CRM to assess risks and track renewal opportunities. |
[Tabelle : 1. Customer Success Management configuration]

{#account-lifecycle-events-landing-page__table_xzs_ls1_zfc}