Implementation records are used to track the progress of a partner or a customer implementing a product or a service.

Implementation records capture the planned work items associated with an engagement such as owner, start and end dates, state, and progress. Technology service providers can monitor the various aspects of an engagement, the different parties involved, and any associated risks.

Implementation records provide a centralized view of the implementation status, and any issues encountered during the deployment process. They provide critical visibility into the deployment activities that directly impact customer success and delivery outcomes.

Implementation records can be created manually by the account onboarding manager or the customer success manager. See the Create an implementation record for details.