Create a customer success definition record

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Create a Customer Success Definition record to set up categories and sub categories for success play workflows.

    Vorbereitungen

    • The subflow used to trigger the success workflow must be defined.
    • Role required: sn_acct_lc.ale_success_play_admin

    Warum und wann dieser Vorgang ausgeführt wird

    Use the Customer Success definition record to specify categories that can be used to launch success play workflows that can create records and trigger playbooks automatically.

    Prozedur

    1. Navigate to Workspace > CSM/FSM Configurable Workspace and select the List icon.
    2. Navigate to the Customer Success > Customer Success Definition and click New.
    3. On the form, fill in the fields.
      Field Description
      Flow Select the subflow that should be triggered by this Customer Success definition record. This subflow must be defined and configured using Flow Designer.
      Category Select the category for the success play.
      Sub category Based on the category you select, the related sub categories are displayed. Select the sub category from the drop down list.
      State Select the state for this Customer Success definition record. This can be:
      • Draft
      • Published
      • Closed
      • Canceled
      Order Specify the order in which the categories should appear in the workflow launcher pages.
      Title Enter a title for the workflow launcher item.
      Description Enter a description to specify the purpose of this workflow launcher item.
    4. Set the state of this record to Published and click Save.
      The category defined here can be used while creating the success play.