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Account onboarding playbook › Configure › Customer Success Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Set up recommended actions for account onboarding

Set up recommended actions to display relevant recommendations in the account onboarding playbook.

Before you begin

Role required: sn_acct_lc.agent

Procedure

  1. Create a rule in Recommended Actions for Customer Success Management.

    For more information, see .

  2. Create a recommendation.

    For more information, see .

  3. Create a resource generator.

    For more information, see .

  4. Create guidance and field recommendations.

    For more information, see .

Parent Topic:Configure the account onboarding playbook