Account onboarding Freigeben Version: Australia Aktualisiert 12. März 2026 1 Minute LesedauerSet up and configure the Customer Success Management application. Set up the account onboarding playbookUse the account onboarding playbook to import, stage, manage, and publish account data.Configure the onboarding playbook activitiesUse Playbooks in Workflow Studio to configure the account onboarding playbook activities.Set up recommended actions for account onboardingSet up recommended actions to display relevant recommendations in the account onboarding playbook.Run scheduled job to back up staging tableYou can take a backup of the data on the staging table at periodic intervals.
Account onboarding Freigeben Version: Australia Aktualisiert 12. März 2026 1 Minute LesedauerSet up and configure the Customer Success Management application. Set up the account onboarding playbookUse the account onboarding playbook to import, stage, manage, and publish account data.Configure the onboarding playbook activitiesUse Playbooks in Workflow Studio to configure the account onboarding playbook activities.Set up recommended actions for account onboardingSet up recommended actions to display relevant recommendations in the account onboarding playbook.Run scheduled job to back up staging tableYou can take a backup of the data on the staging table at periodic intervals.