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

1. Navigate to Workspace > CSM/FSM Configurable Workspaceand select the List icon.
2. Navigate to the Customer Success > Customer Success Definition and select New.
3. 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.

4. 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.