Configuring account onboarding

Yokohama Customer Success Management
Release
yokohama
ft:locale
en-US
ft:publication_title
Yokohama Customer Success Management
ft:clusterId
actle
bundleId
actle
workflow
Customer and Industry
  • Customer Success Management
  • Exploring Customer Success Management
  • Activate Customer Success Management
  • Account onboarding
  • Exploring account onboarding
  • Configuring account onboarding
  • 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, training, and go-live
  • Close or cancel an account onboarding case
  • Configure the account onboarding playbook using Playbooks
  • Configure simple Customer Success Management 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 Customer Service Portal
  • Recommended actions available with account onboarding
  • Create a success play for account onboarding
  • Related items component in account onboarding case page
  • Account onboarding Knowledge Base
  • Customer success
  • Exploring customer success
  • Health framework
  • Risk framework
  • Success blueprint template
  • About Touchpoints
  • Customer success playbooks
  • Success case playbook
  • Internal play playbook
  • Renewal playbook
  • Configure customer success
  • Create an engagement
  • Create a success objective
  • Create a success outcome
  • Create a success initiative
  • Close or cancel a success initiative
  • Create a touchpoint
  • Create a risk signal
  • Create an ALE definition record
  • Create an ALE choice record
  • Create a success play
  • Define subflows for success plays
  • Create an internal play playbook
  • Create an internal play playbook record
  • Create an internal play task
  • Close or cancel an internal play
  • Create a success case playbook
  • Create a success case record
  • Create a success case task
  • Close or cancel a success case
  • Create a renewal playbook
  • Define risk signal to solution relationship
  • Create a success blueprint template
  • Create a success blueprint
  • Measure success rate
  • Success initiative roadmap
  • Setup the data context engine
  • Define the data source
  • Set up the context engine mapper
  • Setup the engagement health definition
  • Setup the engagement risk definition
  • Sample risk definitions
  • Setup the color banding table
  • Integrating with Microsoft Dynamics CRM
  • Using customer success
  • View customer success cases in the Customer Service Portal
  • Success portfolio dashboard
  • Risk portfolio dashboard
  • Risk and issues page
  • Engagement home page
  • Success objective record page
  • Success outcome record page
  • Touchpoint home page
  • Touchpoint planner
  • Related items component in customer success records
  • Using AI search with Recommended Actions
  • Create an opportunity in Microsoft Dynamics CRM
  • Create a task in Microsoft Dynamics CRM
  • Customer Success Management reference
  • Domain separation and Customer Success Management
  • Account onboarding users and roles
  • Customer success roles
  • Customer success flows
  • Customer success business rules
  • Customer success tables

Configuring account onboarding

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Set up and configure the Customer Success Management application.

    This section covers the following:
    • Create an account onboarding case
    • Activate Customer Success Management
    • Set up the account onboarding playbook
    • Configure the account onboarding playbook using Playbooks
    • Set up Recommended Actions for account onboarding
    • Run scheduled job to back up staging table
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