Getting started with Customer Success Release version: Australia Updated March 12, 2026 1 minute to readDefine the basic customer success components Create a customer success definition recordDefine categories and subcategories for success play workflows.Create a customer success choice recordCreate a Customer Success Choice record to define a value for a dropdown or lookup field in the Customer Success Management application.
Getting started with Customer Success Release version: Australia Updated March 12, 2026 1 minute to readDefine the basic customer success components Create a customer success definition recordDefine categories and subcategories for success play workflows.Create a customer success choice recordCreate a Customer Success Choice record to define a value for a dropdown or lookup field in the Customer Success Management application.