---
sourceDocument: Yokohama Account Lifecycle Events
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Account Lifecycle Events

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# Configure customer success

# Configure customer success {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
After an onboarding case has been created, you can configure and set up customer success by creating engagements, configuring success plays, and setting up the success initiative record.  
This section covers the following:

* [Create an engagement](https://servicenow-prod.fluidtopics.net/qNEdmrj5c3JZqitCAhMTTw "Create an engagement record that centralizes all internal and external activities that are involved in the customer success journey.")
* [Create a success initiative](https://servicenow-prod.fluidtopics.net/goBlDwXhvP1kzS8~R4~rAg "Create a success initiative with a planned set of internal or external tasks to support a success outcome.")
* [Create an ALE definition record](https://servicenow-prod.fluidtopics.net/HuKRnw8hz8OkefP6C16e8g "Create an ALE definition record to set up categories and sub categories for success play workflows.")
* [Create an ALE choice record](https://servicenow-prod.fluidtopics.net/ytOeT0Ylez4zXx_~yNRGMg "Create an ALE choice record to set up the categories for the ALE definition record.")
* [Create a success play](https://servicenow-prod.fluidtopics.net/lw9LQi4ljBliARSUR~_knA "Use this option to create a success play to create automated actions.")
* [Create an internal play playbook](https://servicenow-prod.fluidtopics.net/sZ4sR0jrd1tRgJKm5aT6oQ "Create an internal play playbook to define planned or unplanned activities that the customer does not have access to during the engagement lifecycle. This playbook is your starting point to define any internal processes required by your organization.")
* [Create a success case playbook](https://servicenow-prod.fluidtopics.net/uw1PRQWRnONiw06j4EGAsQ "Create a success case playbook to define planned and unplanned activities that are required to support an engagement. The success case playbook is your starting point to configure the success processes required in your organization.")
* [Create a renewal playbook](https://servicenow-prod.fluidtopics.net/LUAkEJ8_IQh~yTa1vG1YGg "Create a renewal playbook to define processes to simplify contract renewals and identify expansion opportunities.")
* [Define risk signal to solution relationship](https://servicenow-prod.fluidtopics.net/bIdFKSkcWtTrfBcdyE2v7g "Use this option to associate a risk signal with an internal play or a success case.")
* [Create a success blueprint template](https://servicenow-prod.fluidtopics.net/WjJ4VXpyrsXQ4owW7ie8yg "Create a success blueprint template with predefined success objectives and outcomes.")
* [Setup the data context engine](https://servicenow-prod.fluidtopics.net/LbJkrkFA~0TLkyP1CU94YQ "Define and measure metrics to calculate the health score or generate risk signals for one or more engagements.")
* [Setup the engagement health definition](https://servicenow-prod.fluidtopics.net/fptwShFTWXm6_7arDYATqg "Use the engagement health definition to configure the metrics required to calculate the health score for an engagement.")
* [Setup the engagement risk definition](https://servicenow-prod.fluidtopics.net/HDAdix5dzB0wXcajpM~iOg "Use the engagement risk definition to configure the metrics required to define the risk signals for an engagement.")
* [Integrating with Microsoft Dynamics CRM](https://servicenow-prod.fluidtopics.net/AA~wof4JY7bOK1ZaykSOwQ "Integrating your ServiceNow instance with the Microsoft Dynamics CRM platform enables seamless data exchange and process synchronization between the two platforms. This integration is done through the Microsoft Dynamics CRM spoke.")
{#account-lifecycle-config-cust-success__ul_yhk_drv_zbc}