---
sourceDocument: Brazil Customer Success Management
sourceDocumentLink: https://www.servicenow.com/docs/r/acct-lifecycle-events

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Customer Success Management

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# Account onboarding

# Account onboarding {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
With the account onboarding solution, service providers can repeatedly define, measure, and collaborate with customers on the activities needed to onboard rapidly.
* **[Account onboarding landing page](https://www.servicenow.com/docs/vOXquUY1LP4b3I2hU1_tog)**   
  Get real-time visibility into your onboarding cases and track your onboarding tasks.
* **[Manage account onboarding cases](https://www.servicenow.com/docs/QCi2e_menVBGj_g7Wg~6vQ)**   
  Work through the activities in the account onboarding playbook to manage an account onboarding case from creation through go-live and post-support.
* **[View account onboarding cases in the CSM portal](https://www.servicenow.com/docs/tRcJszc8KDz~Z1CvRDpCew)**   
  View the account onboarding case records or case task records on the Customer Service Management (CSM) portal.
* **[Recommended actions available with account onboarding](https://www.servicenow.com/docs/hZ6M5OkAaBWr4fhG61RIBA)**   
  Use the predefined recommended actions that are available with the base system during the account onboarding process.
* **[Create a success play for account onboarding](https://www.servicenow.com/docs/neiAFNlEQHaVHB1S6CyIsQ)**   
  Use this option to create a success play for successfully completing an account onboarding journey.
* **[View related items](https://www.servicenow.com/docs/kd9rHCW2VfpAZn6YUsNP3Q)**   
  The Related Items component provides access to related list items associated with your account onboarding case.
* **[Account onboarding knowledge base](https://www.servicenow.com/docs/w52o27_S~PFXNp7P5Mwjaw)**   
  Several knowledge base articles are provided for account onboarding.