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Account onboarding › Use › Customer Success Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a success play for account onboarding

Use this option to create a success play for successfully completing an account onboarding journey.

Before you begin

Role required: sn_acct_lc.customer_success_agent

Procedure

  1. Navigate to Workspaces > CSM/FSM Configurable Workspace.

  2. Navigate to the Account Onboarding Cases > All.

  3. Select New.

  4. In the Create Account Onboarding Case page, select the customer account that is to be onboarded and select Continue.

  5. Select Create success play.

  6. Select Onboarding in the Category drop down field and select Continue

  7. Select Onboarding Case subcategory and select the Initiate a new onboarding journey activity.

  8. Select the customer account, enter a description and short description, select the products, and select Finish.

    The success play is launched and new onboarding journey is initiated for this account.

Parent Topic:Account onboarding