---
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


---

# Set up Recommended Actions for account onboarding

# Set up Recommended Actions for account onboarding {#ariaid-title1}

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

Set up recommended actions to display relevant recommendations in the account onboarding playbook.

## Before you begin

Role required: admin

## Procedure

1. Create a rule in Recommended Actions for Account Lifecycle Events.  
   For more information, see [Create a rule in Recommended Actions](https://www.servicenow.com/docs/access?context=ra-csm-rules-create&version=xanadu&pubname=xanadu-customer-service-management&ft:locale=en-US).
2. Create a recommendation.  
   For more information, see [Create a recommendation in Recommended Actions](https://www.servicenow.com/docs/access?context=ra-csm-recommendations-create&version=xanadu&pubname=xanadu-customer-service-management&ft:locale=en-US).
3. Create a resource generator.  
   For more information, see [Create a resource generator in Recommended Actions](https://www.servicenow.com/docs/access?context=ra-csm-resource-generators-create&version=xanadu&pubname=xanadu-customer-service-management&ft:locale=en-US).
4. Create guidance and field recommendations.  
   For more information, see [Creating guidance and field recommendation in Recommended Actions](https://www.servicenow.com/docs/access?context=ra-csm-config-recommendations&version=xanadu&pubname=xanadu-customer-service-management&ft:locale=en-US).