--- Release : - yokohama ft:locale : - English ft:publication_title : - Yokohama Account Lifecycle Events ft:clusterId : - actle bundleId : - actle workflow : - Customer and Industry --- Yokohama Account Lifecycle Events - [Account Lifecycle Events](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-events-landing.html?contentId=1Br7UgYGJbq5ff2aTVJ3rQ) - [Exploring Account Lifecycle Events](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-explore.html?contentId=4ajEBn8UxFuohCI9N3BWaQ) - [Activate Account Lifecycle Events](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-activate.html?contentId=bLOYeIM_B8Q3VGeEHKLdEA) - [Account onboarding](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-events-landing-page.html?contentId=Xt8ozol8DFgmCqYDFMs7kQ) - [Exploring account onboarding](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-playbook-overview.html?contentId=KOSS_ELXzAihSbeWrxCGUw) - [Configuring account onboarding](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-configure.html?contentId=cbahvA_zwQ15ksjYe992jA) - [Set up the account onboarding playbook](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-use-playbook.html?contentId=D5VO4f~3O1ClHrF7PidLGw) - [Create an account onboarding case](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-create-case.html?contentId=MRjKaRDD97k08lTNm9U4rQ) - [Initial setup](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-use-playbook-initiate.html?contentId=hKDaCasdfxmTwoXhaoobug) - [Data capture and validation](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-use-playbook-data-capture.html?contentId=Jmcg3yTnox050fssT1FTJg) - [Account onboarding data validation flow](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-import-flow.html?contentId=Q~tY~rsWRTmiAAqRrRwehg) - [Define additional field and record level validations](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-data-valid-assist.html?contentId=yvXkC0DoqtXAxW8fP~1U~g) - [Configure the account onboarding data import task](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-import-builder.html?contentId=~yIUlIT1SO5nyQrxBetVMw) - [Add the data import task](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-add-data-import.html?contentId=mM4pb9xvOxkZdXioBGDGRw) - [Import data into the account onboarding playbook](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-import-data.html?contentId=z1U29i5A1U75WWbNCEuFLA) - [Development and automation](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-use-playbook-development.html?contentId=AkIwGX8_bM6Xr31XQW4LZw) - [Testing, training, and go-live](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-use-playbook-test-golive.html?contentId=N8styS7KmfVIvmeklOEQyg) - [Close or cancel an account onboarding case](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-cancel-case.html?contentId=QdLznZIJulgfTVv~tYxhkA) - [Configure the account onboarding playbook using Playbooks](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-pad.html?contentId=MHeBBoBrk3dWjkUZB6SuVA) - [Configure simple Account Lifecycle Events playbook tasks](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-configure-simple.html?contentId=gaD56TWeEJ8Wh4JQ4sdctA) - [Set up Recommended Actions for account onboarding](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-setup-rec-action.html?contentId=LwUcmoEuubcvr0LCEW8Ygg) - [Run scheduled job to back up staging table](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-backup.html?contentId=Dq3640JoMMu7BJ137K6epg) - [Using account onboarding](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-use.html?contentId=KF8YCNir1Oo3c0frfO1exw) - [Account onboarding landing page](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-events-onboarding-landing.html?contentId=ITh2JOUwBmEKUBYILFsSgg) - [View account onboarding cases in the Customer Service Portal](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-view-csm-portal.html?contentId=LBQuI9CZmSOtWa9PePOVUA) - [Recommended actions available with account onboarding](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-oob-rec.html?contentId=XedEiJUygxZsAEwCuXORGA) - [Create a success play for account onboarding](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-create-onboard-success-play.html?contentId=nC9zPIGYGEDuiEI04I2d7g) - [Related items component in account onboarding case page](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-related-items.html?contentId=L3CIdu~qe~qAuvEHNWVeBA) - [Account onboarding Knowledge Base](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-knowledge-base.html?contentId=oAisJVqtYO35TTfGCBFC_A) - [Customer success](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-customer-success-landing-page.html?contentId=ER2gtZxy5sOmPoLlPx8BoQ) - [Exploring customer success](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-events-customer-success-about.html?contentId=JKgcBBqZgsdHe9bIsG5XXg) - [Health framework](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifeycle-health-frmwk.html?contentId=knaEzv406Qp1lGFuJDXbHQ) - [Risk framework](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-risk-frmwrk.html?contentId=RG9UC~g0yc6V7Ail2r4Izw) - [Success blueprint template](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-success-blueprint.html?contentId=u3uduDzO6uiS~P9q4Duf0Q) - [About Touchpoints](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-touchpoints.html?contentId=jvMzBIe9HW7euThaRsoyYw) - [Customer success playbooks](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-cust-succ-playbook.html?contentId=xIoS7QHMOlFWZb0sYRCF1Q) - [Success case playbook](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-success-playbook.html?contentId=tIMJrIMHYtkb7oZ92v9WEA) - [Internal play playbook](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-internal-playbook.html?contentId=pH3ur2chVQNAfSeoc2KUKQ) - [Renewal playbook](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-renewal-playbook.html?contentId=uqv8npoPpRzWWz4AVPMx4Q) - [Configure customer success](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-config-cust-success.html?contentId=CLndKDcvU35bkXGCIm8pWQ) - [Create an engagement](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-create-engage.html?contentId=hwWiKQARA4iYfKF2ovpepQ) - [Create a success objective](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-create-object.html?contentId=s4MFV3xmHk7V~EcIGi~sIQ) - [Create a success outcome](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-create-outcome.html?contentId=zq2e0MFDnpyigQSxdTXHTw) - [Create a success initiative](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-success-initiative.html?contentId=Zi1sra4NyeWd645WV8mAsw) - [Close or cancel a success initiative](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-cancel-success-initiative.html?contentId=MgL4~cyXUMyZ031nyjrJQw) - [Create a touchpoint](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-create-touchpoint.html?contentId=bN9GTeFbYjmzXaV7iPEsHQ) - [Create a risk signal](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-create-risk-signal.html?contentId=CVMOPqnZ7b0AvKLQ2QOGIw) - [Create an ALE definition record](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-create-ale-defn.html?contentId=_X~7OuYeX4oYHurjffwccA) - [Create an ALE choice record](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-ale-choice.html?contentId=9AVBZ~CQr2XTxTN7QbkU6w) - [Create a success play](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-create-success-play.html?contentId=nK7aVVdHg7XN7T6Nz0ZW6Q) - [Define subflows for success plays](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-config-subflow.html?contentId=C7KoxRcqJOfXijiM~mypGQ) - [Create an internal play playbook](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-create-internal-play-playbook.html?contentId=OG5qSlZsseT6WITQ1Lcprg) - [Create an internal play playbook record](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-create-internal-play.html?contentId=574EFeRl2GLpQ2JpvdbqAA) - [Create an internal play task](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-create-internal-play-task.html?contentId=0r9oUDFh8~cLPbs1Tg0Q9g) - [Close or cancel an internal play](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-cancel-internal-play.html?contentId=~L7PLaz9pzpsayeJy13OiA) - [Create a success case playbook](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-create-success-case-playbook.html?contentId=MW2sy4teWN3__P4ZSbFhtw) - [Create a success case record](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-create-success-case.html?contentId=5x_I7~_49ZO~4kEfPHZrew) - [Create a success case task](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-create-success-case-task.html?contentId=pvZpzPiO3sRYNvOnotzf3A) - [Close or cancel a success case](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-cancel-success-case.html?contentId=1pcAE0D_sgi8SFcseS2jfA) - [Create a renewal playbook](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-create-renewal-playbook.html?contentId=i3eBDRP5HpnKSD1c0mMi2Q) - [Define risk signal to solution relationship](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-risk_signal_solution.html?contentId=x2aaZ88nTfzHiKdedLbhKQ) - [Create a success blueprint template](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-create-blueprint-template.html?contentId=hXSk3ftVv8lgZHLCATFuRg) - [Create a success blueprint](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-create-blueprint.html?contentId=OlLQpJJqwgGkAZa35slXSA) - [Measure success rate](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-success-score-calc.html?contentId=XpOHiTEfrrIgUXbaHTk7dQ) - [Success initiative roadmap](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-success-roadmap.html?contentId=jdFTAlpgTs2Fr3SSN_tO5A) - [Setup the data context engine](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-setup-metric-data.html?contentId=8v~rIphK2r1G9rCe3OvAMg) - [Define the data source](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-define-data-source.html?contentId=5jMUBVDH9_IK21o1O0~N0A) - [Set up the context engine mapper](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-define-context-engine-mapper.html?contentId=m3p_VT9IlhhGNenRxyZSXg) - [Setup the engagement health definition](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-setup-health-defn.html?contentId=dbJZAwKRWG3VxnEcJGV8oA) - [Setup the engagement risk definition](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-setup-risk-defn.html?contentId=tQmEfCf~~pxmYAJuK1ylVA) - [Sample risk definitions](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-risk-demo-data.html?contentId=H64YFGyBLQ5Erf0MkzoqVw) - [Setup the color banding table](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-setup-color-banding.html?contentId=jfogghbKQ3F53HRtKvWY9w) - [Integrating with Microsoft Dynamics CRM](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-crm-integration.html?contentId=T9TeTl6sGck1uzTlPbhK_w) - [Using customer success](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-use-cust-success.html?contentId=TWFpOOIhVxD1I4pqAtHS7A) - [View customer success cases in the Customer Service Portal](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-view-customer-success-portal.html?contentId=aqmV0dDH4uPF6k9PeEJnCQ) - [Success portfolio dashboard](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-success-landing.html?contentId=b0xNNiIDL1NrmcWSEV_Gdw) - [Risk portfolio dashboard](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-risk-portfolio.html?contentId=T4GaOSZrLS2krW7HIYjCdg) - [Risk and issues page](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-risk-issues-page.html?contentId=qi0bJ2A9~GDr8A7JU9NNdg) - [Engagement home page](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-view-engage.html?contentId=sKtgxUXNMP33SZD6~lpZWA) - [Success objective record page](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-view-success-object.html?contentId=9QuyMns2p_4XlYLHSRQfWA) - [Success outcome record page](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-view-sucess-outcome.html?contentId=E~bSwZZHgltQmlKaOdDx4A) - [Touchpoint home page](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-touchpoint-home.html?contentId=dMWEUKCFT7aHrIdbE6RXYg) - [Touchpoint planner](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-touchpoint-planner.html?contentId=Tuteqh2MqCFjkgowDY~S9A) - [Related items component in customer success records](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-cust-success-related-items.html?contentId=~VzOmizfzCffseF22wD1Og) - [Using AI search with Recommended Actions](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-ai-search.html?contentId=EkQxJ7lObfB0eNtnSEtUMg) - [Create an opportunity in Microsoft Dynamics CRM](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-create-crm-opportunity.html?contentId=OO~mVBxyjepsC~IYgprZ1Q) - [Create a task in Microsoft Dynamics CRM](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-create-crm-task.html?contentId=ARj6I~1WdJjJjcf8We~ytA) - [Account Lifecycle Events reference](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-reference.html?contentId=eUzJty29XZXTx3sAAQqCqg) - [Domain separation and Account Lifecycle Events](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-domain-separation.html?contentId=AzLLt2lE2kJpVzyv4wvSkA) - [Account onboarding users and roles](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-user-personas.html?contentId=~0qFk5_4hKPkSUHQWt3bAw) - [Customer success roles](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-success-roles.html?contentId=yHxIjBG9hVPw_9sQpJt7mA) - [Customer success flows](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-success-flows.html?contentId=sC~9A1IPNh7c5OI9fBhjCg) - [Customer success business rules](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-success-business-rules.html?contentId=bhrFB_AWrt7a3YxluMCrbA) - [Customer success tables](https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events/account-lifecycle-success-tables.html?contentId=i1b8I56aTXDtYdoAJoktGg)