Create a success blueprint

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

    • Use this option to create a success blueprint to add success objectives and outcomes for the engagement.

    Antes de Iniciar

    Role required: sn_acct_lc.customer_success_agent

    Procedimento

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace.
    2. Navigate to the Customer Success > All Engagements and open an engagement record.
    3. On the engagement page, navigate to the Success blueprint tab and select Create success blueprint.
      A list of available success blueprint templates that are available for this engagement are displayed. By default, the required objectives are automatically selected. You can select from the list of optional objectives.
    4. Select a product from the list.
      This is the list of applicable sold products that have been associated with the engagement when it was created.
    5. Based on the product you have selected, you can see a list of objectives that have been defined.
      • All objectives: All the success objectives defined in the template are displayed.
      • Mandatory objectives: By default, all required objectives are automatically selected.
      • Optional objectives: You can select one or more optional objectives for this engagement.
    6. You can also use the following options to filter the list of objectives displayed:
      • Search: Enter the title or description to display objectives that meet the criteria.
      • View by drivers: Select an option from the drop down list to view objectives that have the selected driver associated with them.

      For each objective, you can see the key drivers, success outcomes defined, and the associated product.

    7. After selecting the objectives, select Next to continue.
      You can see the selected objectives along with the outcomes defined for each objective.
    8. On this page, enter values in the following required fields:
      • Start date: Enter the date from which the outcome will be effective.
      • End date: Enter the date till which the outcome will be effective.
      • Objective owner: The individual responsible for the objective from the provider side.
      • Sponsor: External contact responsible for the objective.
    9. Use the Toggle button to select or deselect any of the optional outcomes.
      The required outcomes are selected by default and can’t be deselected. Select the Edit outcome values option to add the Base and Target values for the selected outcome and select Save.
    10. After you have configured the objectives, select Save Objective.
      Nota:
      • If you select the Back button or refresh the page after saving the objective, all the changes will be lost.
      • If you’re adding more than one objective, you must save the details for each objective before moving on to the next one.
    11. Select Create to create the success blueprint.
      The newly created success blueprint now appears on the Success blueprint page. See Success blueprint for details.
    12. Select the View initiative roadmap to view the success initiative roadmap with engagement details including the current health, stage, and the next renewal date for the engagement.
      In the roadmap view:
      • The initiatives are color-coded according to their progress and the color description is provided in the tooltips listed at the bottom of the page.
      • The initiatives are grouped according to the status of the objectives and outcomes for better association.
      • Metrics such as Assigned to, Priority, Category, Number of Tasks, and Days remaining are shown on the timeline.
    13. Select the icon and select one of the following options:
      • Add objectives: Select and add any optional objectives you want to add to your success blueprint. Select the objective to be added, select Next. Use the Toggle option to select any of the optional outcomes, enter other required details, and select Save Objective and then select Create to add the objective along with the outcome to the success blueprint.
      • Add outcomes: Select any optional outcomes that you want to add to your success blueprint.
    14. Select the icon to drill down to the Success objective record page.