---
sourceDocument: Australia Customer Success Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/acct-lifecycle-events

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Customer Success Management

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# Basic setup

# Basic customer success setup {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

Define the basic customer success components
* **[Create an engagement](https://servicenow-prod.fluidtopics.net/~AQPQrlDTTMZeqN9mnt02g)**   
  Create an engagement record that centralizes all internal and external activities that are involved in the customer success journey.
* **[Create a success objective](https://servicenow-prod.fluidtopics.net/DUEhSW7dANRqOt3IdqR5rA)**   
  Create a success objective that represents the value of the products sold to the customer.
* **[Create a primary success outcome](https://servicenow-prod.fluidtopics.net/Zh0Wim1kLT5nFORKQ0IZtQ)**   
  Create a primary success outcome that can be used to measure the achievement of a success objective.
* **[Create a success initiative](https://servicenow-prod.fluidtopics.net/Qknye7q2YqJCjSKe3u38Dg)**   
  Create a success initiative with a planned set of internal or external tasks to support a primary success outcome.
* **[Create a touchpoint](https://servicenow-prod.fluidtopics.net/bRR1ux77RYIGiHUGq~UNFA)**   
  Create a touchpoint to capture and support conversations between providers and customers during the engagement lifecycle.
* **[Create a risk signal](https://servicenow-prod.fluidtopics.net/PlHK64FRxGZwN_uDJfYpRw)**   
  Create a risk signal to identify any risk or issues that can occur during the engagement lifecycle.
* **[Create a customer success definition record](https://servicenow-prod.fluidtopics.net/LmdjN1w3~5tdqhU2JFNaBw)**   
  Create a Customer Success Definition record to set up categories and sub categories for success play workflows.
* **[Create a customer success choice record](https://servicenow-prod.fluidtopics.net/lppaQ7VcN6_XWkF4zEOr3A)**   
  Create a record to set up the categories for the customer success choices.
* **[Create a success play](https://servicenow-prod.fluidtopics.net/lcurS~N9OnvJ6AlWUF3fJQ)**   
  Use this option to create a success play to create automated actions.