Create a customer success choice record

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create a record to set up the categories for the customer success choices.

    Antes de Iniciar

    Role required: sn_ti_core.write

    Procedimento

    1. Navigate to Workspace > CSM/FSM Configurable Workspace and select the List icon.
    2. Navigate to the Customer Success > Customer Success Choice and click New.
    3. Enter a name for the Customer Success choice.
    4. Select the category as Customer Success Definition from the list.
    5. Select the dependent category from the list.
    6. Enter a description for this record and click Save.
      The customer success choice record you create will be available as a sub category when you create success plays.