Account Lifecycle Events release notes
The ServiceNow® Account Lifecycle Events application helps you streamline your onboarding process, define and track objectives and outcomes, identify and mitigate risks, and increase renewal rates. Account Lifecycle Events was enhanced and updated in the Xanadu release.
Account Lifecycle Events highlights for the Xanadu release
- 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.
Important:
Account Lifecycle Events is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes.
New in the Xanadu release
- Account onboarding playbook
- Manage your account onboarding with the Account Lifecycle Events 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
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- 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 Account Lifecycle Events onboarding case records or case task records on the CSM portal to see details of the Account Lifecycle Events 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.
Activation information
Install Account Lifecycle Events 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.