Combined Customer Success Management release notes for upgrades from Washington DC to Xanadu

Consolidated page of all release notes for Customer Success Management from Washington DC to Xanadu.

How to use this page

To help you prepare for your upgrade, we have combined the cross-family Customer Success Management release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Washington DC to Xanadu.

Tip:

If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says "No updates for this release."

Important information for upgrading Customer Success Management to Xanadu

Before you upgrade to Xanadu, review these pre- and post-upgrade tasks and complete the tasks as needed.

Release	Release notes
Washington DC	No updates for this release.
Xanadu	No updates for this release.

New features

Between your current release family and Xanadu, new features were introduced for Customer Success Management.

Release	Release notes
Washington DC	No updates for this release.
Xanadu	Account onboarding playbook Manage your account onboarding with the Customer Success Management playbook, which contains activity definitions for onboarding workflows that include key details such as onboarding status and progress, and shares clear instructions on when tasks should be delivered to various stakeholders. Account onboarding home page Monitor onboarding cases assigned to you, including case tasks, data capture tasks, and associated risks. Data import and validation Upload and process multiple files to the staging table simultaneously. Use the Data Import Builder to configure data sources and transform maps for importing data. Perform field and record level data validations in the Data Validation Assist table. Additionally, 8 pre-configured field level validations are also available with the base system. Recommended actions for account onboarding Provide guidance and recommended actions to the user based on the context of the current record so agents can take appropriate actions as required. Additionally, agents can use guided decision trees to navigate and troubleshoot the onboarding process. View account onboarding cases in the Consumer Service Portal View Customer Success Management onboarding case records or case task records on the CSM portal to see details of the Customer Success Management onboarding journey. Improve adoption and reduce attrition with Customer Success Use the Customer Success feature to engage with your customers, mitigate risks by running success plays, and identify opportunities for expansion and renewals. Monitor your success portfolio on the Success landing page. View the status of your current engagements, upcoming renewals, and new engagements. View engagement details including success initiatives, success blueprint, and monitor your success cases. Create success plays and success blueprints to define manual or automated activities using the workflow launcher.

Changes

Between your current release family and Xanadu, some changes were made to existing Customer Success Management features.

Release	Release notes
Washington DC	No updates for this release.
Xanadu	No updates for this release.

Removed

Between your current release family and Xanadu, some Customer Success Management features or functionality were removed.

Release	Release notes
Washington DC	No updates for this release.
Xanadu	No updates for this release.

Deprecations

Between your current release family and Xanadu, some Customer Success Management features or functionality were deprecated.

Release	Release notes
Washington DC	No updates for this release.
Xanadu	No updates for this release.

Activation information

Review information on how to activate Customer Success Management.

Release	Release notes
Washington DC	No updates for this release.
Xanadu	Install Customer Success Management by requesting it from the ServiceNow Store. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.

Additional requirements

If any additional requirements were introduced or changed for Customer Success Management we have noted them here.

Release	Release notes
Washington DC	No updates for this release.
Xanadu	No updates for this release.

Browser requirements

If any specific browser requirements were introduced or changed for Customer Success Management we have noted them here.

Release	Release notes
Washington DC	No updates for this release.
Xanadu	No updates for this release.

Accessibility information

Review details on accessibility information for Customer Success Management, such as specific requirements or compliance levels.

Release	Release notes
Washington DC	No updates for this release.
Xanadu	No updates for this release.

Localization information

If there are specific localization considerations for Customer Success Management we have noted them here.

Release	Release notes
Washington DC	No updates for this release.
Xanadu	No updates for this release.

Highlight information

If there are specific highlight considerations for Customer Success Management we have noted them here.

Release	Release notes
Washington DC	No updates for this release.
Xanadu	Improve customer experience with process-based playbooks for onboarding cases. View onboarding cases and case tasks on the Customer Service Portal. Improve data capture and validation with the Data Import Builder and Data Validation Assist features. Define and measure business outcomes with documented success plans to promote value. Create customer engagements and monitor their health and evaluate progress. See Account Lifecycle Events for more information.