Create a customer success definition record
Define categories and subcategories for success play workflows.
Before you begin
- Define and configure the subflow that triggers the success workflow before starting.
- Role required: sn_acct_lc.ale_success_play_admin
About this task
The customer success definition table controls what appears in the success play workflow. The category and sub-categories that appear in the success play correspond to a customer success definition record that matches the selected category. When you select a success play, the selected linked flow runs and creates a record in the target table, triggers a playbook, or performs another action as specified in the subflow.
Procedure
Navigate to Workspace > CSM/FSM Configurable Workspaceand select the List icon.
Navigate to the Customer Success > Customer Success Definition and select New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Flow | Subflow triggered by this Customer Success definition record. Must be defined and configured in Flow Designer. |
| Category | Category that groups related plays in the success play workflow launcher. Available categories:- Onboarding - Risk Management - Success Planning - Success Support |
| Sub category | Subcategory filtered by the selected category. |
| State | State of this Customer Success definition record:- Draft - Published - Closed - Canceled |
| Order | Order in which categories appear in the workflow launcher pages. |
| Title | Title of the workflow launcher item. |
| Description | Purpose of this workflow launcher item. |
Set the state of this record to Published and select Save.
The success play is available when the Create success play option is selected. See Create a success play for details.
Parent Topic:Getting started with Customer Success