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Manage engagements › Customer success › Use › Customer Success Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create an applicable success outcome

Create the applicable success outcomes to support the primary success outcome.

Before you begin

Role required: sn_acct_lc.customer_success_agent

Procedure

  1. Navigate to All > CSM/FSM Configurable Workspace > All > All Initiatives.

  2. Open the success initiative for which you want to add success outcome.

  3. In the conceptual panel, open the Related Items.

Image omitted: customer-success-related-items-success-outcome.png
Related items.

  1. In the Related Items, expand Applicable Success Outcomes card.

  2. Select Create.

  3. On the form, select the success outcomes.

    A single initiative can be associate with the multiple success outcomes under the same success objective.

Image omitted: customer-success-application-success-outcome.png
applicable success outcomes.
  1. Select Save.

Parent Topic:Manage engagements