---
sourceDocument: Xanadu Account Lifecycle Events
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/acct-lifecycle-events

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Account Lifecycle Events

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# Create a success objective

# Create a success objective {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create a success objective that represents the value of the products sold to the customer.

## Before you begin

Role required: sn_acct_lc.ale_success_agent

## About this task

A success objective represents that value of one or more products purchased by the customer. Objectives are defined for a specific period and are tied to an engagement. An objective can be broken down into several success
outcomes that measure its achievement.

## Procedure

1. Navigate to WorkspaceCSM/FSM Configurable Workspace and select the List icon.
2. Navigate to the Customer SuccessAll Objectives and click New.
3. On the form, fill in the fields.  
   {#account-lifecycle-create-object__table_olw_rwv_zbc__entry__2}

   | Field | Description |
   |-|-|
   | Number | System generated unique number for the onboarding case record. |
   | Account | The account number of the enterprise customer associated with the account. |
   | Engagement | Select the engagement record to which the objective is to be related. This is a mandatory field. |
   | Objective owner | The individual responsible for the objective from the provider side. |
   | Sponsor | External contact responsible for the objective. |
   | Products | The sold products that match the objective. |
   | Driver | The driving category reason behind the objective. |
   | State | State of the engagement record. This can be: * New * Define * In progress * Canceled * Closed {#account-lifecycle-create-object__ul_xcb_gmw_zbc} |
   | Progress | Current progress of this objective. This can be: * Not Started * On-Track * At Risk * Paused * Completed * Canceled {#account-lifecycle-create-object__ul_v54_pmw_zbc} |
   | Priority | Priority of this objective in comparison to others. This can be: * Critical * High * Medium * Low * Very Low {#account-lifecycle-create-object__ul_zth_ymw_zbc} |
   | Planned start | Date which the work towards this objective is scheduled to start. |
   | Planned stop | Date which the work towards this objective is scheduled to stop. |
   | Title | Enter a title for this objective. This is a mandatory field. |
   | Watch list | Select the users who should be notified of any updates to the objective. |
   | Work notes list | Select the users who should be notified of any updates to the worknotes. |
   | Description | Enter a description for this objective. This is a mandatory field. |
   | Work notes | Any internal notes regarding this objective. |
   [Table 1. Success objective form]

   {#account-lifecycle-create-object__table_olw_rwv_zbc}
4. Click Save to create a new success objective.
{#account-lifecycle-create-object__steps_cqm_tbx_zbc}

*[\>]: and then