Customer success management tables

This section includes the Customer Success Management tables.

Table	Description
Engagement	As a provider, delivering value to an enterprise customer [account] is not a ‘one-time’’ event, it is a journey with multiple activities, both internal and external during its lifecycle.
Success objective	Success objectives represents the value that the provider has sold to an enterprise customer. This value can be defined for one or more products.
Success outcome	Success outcomes are measurable components of success objectives. They can be monitored through analytics within the ServiceNow AI Platform or through a third-party integration tool.
Success initiative	Success initiatives are a planned set of actions (workflows) that the provider and enterprise customer agree to take and complete on the customer's value realization journey.
Customer play	Customer plays are an unplanned set of actions a provider takes to support a customer engagement activity.
Success task	Success tasks are planned or unplanned actions that either the provider or enterprise customer must complete in support of a success initiative (planned) or a customer play (unplanned).
Touchpoint	A touchpoint captures and supports conversations such as scheduling calls, sharing reports, and presentation material.
Touchpoint Applicable Records	Used to link the multiple records to a single touchpoint.
Internal play	Internal plays are planned or unplanned actions tied to the engagement lifecycle. Internal plays often require internal sub-tasks and follow a playbook with pre-defined activities.
Internal play task	Internal play tasks are actions that are created as result of a specific internal plays being created. These tasks must have a clear purpose and if possible, must be created through playbook automation [automatic, optional, or conditional].
Risk signal and issue	Risk signals and issues are a way of recording and managing risks tied to an engagement or onboarding so that the provider can take appropriate actions.
Definition record	The Customer Success definition record is used to specify categories that can be used to launch success play workflows that can create records and trigger playbooks automatically.
Success launcher notifier	The success launcher notifier tracks the status of the success play.
Data source	Specifies whether an external source or performance indicators are used to collect data to calculate the health or risk score.
Context	Used to associate the data being collected with an engagement or success outcome table.
Context engine mapper	Specifies the record for which the data source will be applicable.
Context engine data	Based on the data source and context engine mapper, when the scheduled jobs are run, the collected data is stored in the context engine data table.
Engagement health definition	Used to set up the health definition. You can define a global health definition or an engagement specific health definition.
Health metric configuration	Used to specify the metrics used to calculate the health score and the weight given to each metric.
Engagement risk definition	If the type is metric, specifies the metric, threshold condition, threshold and applicable engagements. If the type is table, the risk records are created for the records matching table and conditions specified.
Risk threshold override	If you want to override a risk threshold value, you can define additional conditions in this table.
Risk occurrence	Records risk occurrence if an active risk exists for the category, source record and engagement.
Color banding	Configure the color bands for health score either at the global level or for specific metrics.
Applicable sold products	Associates the applicable sold products with an engagement.
Applicable entitlements	Associates applicable entitlements with an engagement.
Applicable team members	Associates team members with an engagement.
Applicable customer team	Associate a customer team with an engagement.

Parent Topic:Customer Success Management reference