---
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


---

# Account onboarding Knowledge Base

# Account onboarding Knowledge Base {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
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## Summary of Account Onboarding Knowledge Base

The Account Onboarding Knowledge Base provides a comprehensive set of articles designed to assist ServiceNow customers with various aspects of the account onboarding process.
These articles are accessible by navigating toAll \> Knowledge \> Administration \> Knowledge Basesand selectingAccount Lifecycle Events.
The resources cover topics ranging from data validation and task configuration to remote integrations and playbook management.
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## Key Features

* **Data Validation Assist:** Guidance on creating records to automate validation during data import, ensuring accuracy and efficiency.
* **Onboarding Case \& Playbook Triggers:** Instructions to configure triggers that initiate onboarding cases and associated playbooks.
* **Service Exchange for Providers:** Articles on defining remote choice fields and creating remote record producers enable providers to facilitate real-time data retrieval and remote catalog management.
* **Remote Task Creation:** Steps to create remote tasks that synchronize data across multiple ServiceNow instances, supporting seamless integration.
* **Activity Definitions:** Procedures for creating and adding activity definitions to the Account Lifecycle Events playbook, aiding in task automation and workflow customization.
* **Knowledge Article Attachment:** Method to automatically attach relevant knowledge articles to the Related Knowledge tab of Account Lifecycle Events tasks, enhancing task support.
* **Data Import Task Completion:** Detailed, step-by-step guidance to complete data import tasks effectively during onboarding.
* **Playbook Activity Overview:** Summary of nine Playbooks activity definitions that structure Account Lifecycle Events activities.
* **Service Bridge Configuration:** Instructions for consumers to install and register Service Bridge with providers, facilitating instance connectivity.
* **Account Lifecycle Events Data Import Configuration:** Steps to configure data import tasks, enabling agents to gather and upload necessary onboarding information.

## Access and Permissions

All customers have default view access to these Knowledge Base articles. To restrict access, administrators can set user roles in the **Cannot Read** field on individual articles, controlling visibility based on organizational requirements.  
Several Knowledge Base articles are provided for account onboarding.  
Navigate to AllKnowledgeAdministrationKnowledge Bases and click Account Lifecycle Events. The following knowledge base articles are available:

* How to create a Data Validation Assist record: This article provides instructions on how to create a Data Validation Assist record that can be used to automate the validation process during the Data import stage.
* How to configure the trigger of the onboarding case \& the playbook: This article provides instructions on how to configure the trigger for the account onboarding case and the playbook.
* How to create remote choice definition in Service Exchange for Providers: This article describes how as a provider, you can define remote choice fields that will allow consumers to retrieve choice data from their instances in real time.
* How to create remote records producer in a remote catalog in Service Exchange for Providers: This article describes how to create remote record producers as part of creating a remote catalog in the Service Exchange for Providers application.
* How to create a remote task to sync data: This article describes how you can create remote tasks to sync data between different ServiceNow® instances.
* How to create an Activity Definition: This article describes lists the steps required to create an activity definition and add it to the account onboarding playbook.
* How to attach KB to the related Knowledge tab of any ALE Task: This article describes how to automatically attach a knowledge article to the Related Knowledge tab of any account onboarding task.
* How to complete the Data Import Task: This article provides step-by-step instructions on how to complete your data import task successfully.
* Account Lifecycle Events PAD Activities Overview: This article provides an overview of the nine Playbooks activity definitions used to create the activities inside the Account Lifecycle Events (ALE) playbook.
* A Consumer's Guide to Installing Service Bridge and Registering with Providers: This article provides instructions on how to configure the Service Bridge application on the consumer instance and how consumers can register their instances with a provider.
* How to configure Account Lifecycle Events data import task: This article describes the steps to configure the Account Lifecycle Events data import tasks so that agents can gather and upload the information needed to onboard the account.
{#account-lifecycle-knowledge-base__ul_kww_n5q_xbc}  
Note:  
All customers can view these Knowledge Base articles. If you want to restrict access to an article, navigate to the article and in the Cannot Read field, select the user role who will not be able to access the article.

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