Create a customer success choice record
Create a Customer Success Choice record to define a value for a dropdown or lookup field in the Customer Success Management application.
Before you begin
Role required: sn_ti_core.write
About this task
The customer success choice record defines the set of values that appear in the drop-down and lookup fields. Each choice record specifies a name and a category. The category determines the field in which the values are displayed.
For example, if you select the Category as Service Bridge Integration, and you create the following customer success choice records:
- Onboarding
- Foundation data sync
- Remote catalog
- Remote task
These will appear as choices in the Service bridge integration field on the Account Onboarding Case form.
Procedure
Navigate to Workspace > CSM/FSM Configurable Workspace and select the List icon.
Navigate to the Customer Success > Customer Success Choice and select New.
Fill in the fields on the form.
| Field | Description |
|---|---|
| Name | Name of the choice, displayed in the consuming field on the target record. |
| Order | Order in which this choice appears relative to other choices in the same category. |
| Category | Category that determines which field consumes this choice. - Driver - Service Bridge Integration - Customer Success Definition - Risk Signal and Issue - Color Banding |
| Description | Description of the choice. |
Select Save.
The choice record is available as a value in the field associated with the selected category.
Parent Topic:Getting started with Customer Success