Primary success outcome record page

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • A primary success outcome refers to the result or goal that is used to measure the achievement of a success objective.

    When you create a success blueprint for an engagement, you can define success objectives and outcomes for each objective. See Create a success blueprint for details. You can view this page either by navigating from the Engagement record page or by following these steps:
    1. Login as a user with the sn_acct_lc.customer_success_agent role.
    2. Navigate to Workspaces > CSM/FSM Configurable Workspace and select the List icon.
    3. Navigate to Customer Success > All Outcomes and select Number column to open the Primary success outcome record.
    This page contains the following tabs:
    • Details: See Add a primary success outcome for a detailed description of the fields.
    • Success Initiatives: Shows the list of success initiatives associated with this outcome.
    • Approvers: Shows the list of approvers for this outcome.
    • Risk Signals and Issues: Lists any risk signals or issues associated with this outcome.