---
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


---

# Account onboarding

# Account onboarding {#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

Set up and configure the Customer Success Management application.
* **[Set up the account onboarding playbook](https://servicenow-prod.fluidtopics.net/bYzcjEGFmMWu~B0Iwf1UHA)**   
  Use the account onboarding playbook to import, stage, manage, and publish account data.
* **[Configure the onboarding playbook activities](https://servicenow-prod.fluidtopics.net/6sNx~iW51pYoSmniN6qWoA)**   
  Use Playbooks in Workflow Studio to configure the account onboarding playbook activities.
* **[Set up recommended actions for account onboarding](https://servicenow-prod.fluidtopics.net/HwW0dpjrCup6pBkCbZpnfg)**   
  Set up recommended actions to display relevant recommendations in the account onboarding playbook.
* **[Run scheduled job to back up staging table](https://servicenow-prod.fluidtopics.net/GBk70MHBY4aOLTsv3W0MvA)**   
  You can take a backup of the data on the staging table at periodic intervals.