Activate Customer Success Management

The Customer Success Management (com.sn_acct_lc) plugin is available as a separate subscription. Activating this plugin also activates the related plugins required to use the application.

Before you begin

Role required: sn_customerservice.customer_admin

About this task

If the related plugins aren’t already active, the Customer Success Management plugin activates them. For more information, see Plugins activated with Customer Success Management.

Procedure

1. Navigate to All > Application Manager.

2. Find the plugin using the filter criteria and search bar.

   You can search for the plugin by its name or ID. If you can’t find a plugin, you might have to request it from ServiceNow personnel.

3. Select Install, and then in the Activate Plugin dialog box, select Activate.

   Note: When domain separation and delegated admin are enabled in an instance, you must be in the global domain. Otherwise, the following error message appears:

   Application installation is unavailable because another operation is running: Plugin Activation for <plugin name>
   

   .

What to do next

After activating the application, complete the following steps:

• To enable account onboarding, configure the onboarding playbook. See Configure the account onboarding playbook.
• To enable customer success, create the choice and definition records. See Getting started with Customer Success.

Parent Topic:Getting started with Customer Success Management