Create a customer success definition record

Create a Customer Success Definition record to set up categories and sub categories for success play workflows.

Before you begin

• The subflow used to trigger the success workflow must be defined.
• Role required: sn_acct_lc.ale_success_play_admin

About this task

Use the Customer Success definition record to specify categories that can be used to launch success play workflows that can create records and trigger playbooks automatically.

Procedure

1. Navigate to Workspace > CSM/FSM Configurable Workspace and select the List icon.
2. Navigate to the Customer Success > Customer Success Definition and click New.
3. On the form, fill in the fields.

   Field	Description
   Flow	Select the subflow that should be triggered by this Customer Success definition record. This subflow must be defined and configured using Flow Designer.
   Category	Select the category for the success play.
   Sub category	Based on the category you select, the related sub categories are displayed. Select the sub category from the drop down list.
   State	Select the state for this Customer Success definition record. This can be: Draft Published Closed Canceled
   Order	Specify the order in which the categories should appear in the workflow launcher pages.
   Title	Enter a title for the workflow launcher item.
   Description	Enter a description to specify the purpose of this workflow launcher item.

4. Set the state of this record to Published and click Save.
   The category defined here can be used while creating the success play.