Configuring account onboarding

Xanadu Account Lifecycle Events
Release
xanadu
ft:locale
en-US
ft:publication_title
Xanadu Account Lifecycle Events
ft:clusterId
actle
bundleId
actle
workflow
Customer and Industry
  • Account Lifecycle Events
  • Account onboarding
  • Exploring account onboarding
  • Configuring account onboarding
  • Activate Account Lifecycle Events
  • Set up the account onboarding playbook
  • Create an account onboarding case
  • Initial setup
  • Data capture and validation
  • Account onboarding data validation flow
  • Configure data validation using the Data Validation Assist table
  • Configure the account onboarding data import task
  • Add the data import task
  • Import data into the account onboarding playbook
  • Development and automation
  • Testing and training
  • Go-live and post support
  • Configure the account onboarding playbook using Process Automation Designer
  • Configure simple Account Lifecycle Events playbook tasks
  • Set up Recommended Actions for account onboarding
  • Run scheduled job to back up staging table
  • Using account onboarding
  • Account onboarding landing page
  • View account onboarding cases in the Consumer Service Portal
  • Recommended actions for account onboarding
  • Recommended actions available with the Account Lifecycle Events application
  • Create a success play for account onboarding
  • Account onboarding Knowledge Base
  • Customer success
  • Exploring customer success
  • Configure customer success
  • Create an engagement
  • Create a success objective
  • Create a success outcome
  • Create a touchpoint
  • Create a risk signal
  • Create a success initiative
  • Create an ALE definition record
  • Create an ALE choice record
  • Create a success play
  • Define subflows for success plays
  • Create an internal play
  • Create an internal play task
  • Create a success case
  • Create a success case task
  • Define risk signal to solution relationship
  • Create a success blueprint
  • Using customer success
  • Success landing page
  • Engagement record page
  • Success objective record page
  • Account Lifecycle Events reference
  • Domain separation and Account Lifecycle Events
  • Account onboarding users and roles
  • Customer success roles
  • Customer success flows
  • Customer success business rules
  • Customer success tables

Configuring account onboarding

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Set up and configure the Account Lifecycle Events application.

    This section covers the following:
    • Create an account onboarding case
    • Activate Account Lifecycle Events
    • Set up the account onboarding playbook
    • Configure the account onboarding playbook using Process Automation Designer
    • Set up Recommended Actions for account onboarding
    • Run scheduled job to back up staging table
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