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Create a success play › Manage engagements › Customer success › Use › Customer Success Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Define subflows for success plays

Before you create a success play, you must define a subflow and add it to the Definition Records table.

For instructions on creating a subflow, see . After you have created the subflow, follow these steps to add it to the Definition Records table.

  1. Navigate to All and enter sn_acct_lc_definition_record.list in the Search filter.
  2. In the Definition Records page, select New.
  3. In the form, fill the fields.
FieldDescription
FlowSelect the subflow you have created.
CategorySelect the category with which the subflow is to be associated.
StateThe state of the definition record. This can be:- Draft - Published - Closed - Cancelled
TitleEnter a title for this definition record.
DescriptionEnter a description for this definition record.
  1. Select Submit.

Parent Topic:Create a success play