Customer business need

  • Release version: Australia
  • Updated June 29, 2026
  • 1 minute to read

    • The customer business need table (sn_cust_disc_hb_business_need) is the central record in Customer Discovery Hub. It captures the strategic problem a customer needs to solve and groups related challenges, expectations, and use cases.

    The customer business need table contains the following fields:

    Table 1. Customer business need form
    Field Description
    Number Unique identifier for this record. This field is automatically set with the prefix CBNE.
    Account Customer account associated with this record. Auto-derived from lead, opportunity, or engagement.
    Short description Brief description of the business need.
    Description Detailed description of the business need.
    Lead Lead record associated with this business need. At least one lifecycle anchor (lead, opportunity, or engagement) must be set. Present only when the Lead Management plugin is installed.
    Opportunity Opportunity record associated with this business need. At least one lifecycle anchor must be set. Present only when the Opportunity Management plugin is installed.
    Engagement Engagement record associated with this business need. At least one lifecycle anchor must be set. Present only when the Account Lifecycle plugin is installed.
    State The current state:
    • Draft
    • Qualified
    • Closed
    • No longer required
    Priority This can be:
    • Critical
    • High
    • Medium
    • Low (default)
    • Very low
    Drivers The business driver:
    • Growth
    • Risk
    • Cost
    Closure code Required when State is Closed or No Longer Required.
    • Achieved
    • Missed
    • Cancelled
    Close notes Required when State is Closed or No Longer Required.
    Work notes Work notes on this record.
    Domain Domain for multi-domain deployments.
    Domain path Domain path for multi-domain deployments.

    The following roles can view or modify this table.

    Role Access
    sn_cust_disc_hb.discovery_viewer Read
    sn_cust_disc_hb.discovery_writer Read, write