Set up Recommended Actions for account onboarding

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

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

    Before you begin

    Role required: sn_acct_lc.agent

    Procedure

    1. Create a rule in Recommended Actions for Customer Success Management.
      For more information, see Create a rule in Recommended Actions.
    2. Create a recommendation.
      For more information, see Create a recommendation in Recommended Actions.
    3. Create a resource generator.
      For more information, see Create a resource generator in Recommended Actions.
    4. Create guidance and field recommendations.
      For more information, see Creating guidance and field recommendation in Recommended Actions.