---
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


---

# Set up recommended actions

# Set up recommended actions for 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 recommended actions to display relevant recommendations in the account onboarding playbook.

## Vorbereitungen

Role required: sn_acct_lc.agent

## Prozedur

1. Create a rule in Recommended Actions for Customer Success Management.  
   For more information, see [Create a rule in Recommended Actions](https://www.servicenow.com/docs/access?context=ra-csm-rules-create&version=australia&pubname=australia-customer-service-management&ft:locale=en-US).
2. Create a recommendation.  
   For more information, see [Create a recommendation in Recommended Actions](https://www.servicenow.com/docs/access?context=ra-csm-recommendations-create&version=australia&pubname=australia-customer-service-management&ft:locale=en-US).
3. Create a resource generator.  
   For more information, see [Create a resource generator in Recommended Actions](https://www.servicenow.com/docs/access?context=ra-csm-resource-generators-create&version=australia&pubname=australia-customer-service-management&ft:locale=en-US).
4. Create guidance and field recommendations.  
   For more information, see [Creating guidance and field recommendation in Recommended Actions](https://www.servicenow.com/docs/access?context=ra-csm-config-recommendations&version=australia&pubname=australia-customer-service-management&ft:locale=en-US).