Customer business need
The customer business need table (sn_cust_disc_hb_business_need) is the central record in Customer Discovery Hub. It captures the strategic problem a customer needs to solve and groups related challenges, expectations, and use cases.
The customer business need table contains the following fields:
| Field | Description |
|---|---|
| Number | Unique identifier for this record. This field is automatically set with the prefix `CBNE`. |
| Account | Customer account associated with this record. Auto-derived from lead, opportunity, or engagement. |
| Short description | Brief description of the business need. |
| Description | Detailed description of the business need. |
| Lead | Lead record associated with this business need. At least one lifecycle anchor \(lead, opportunity, or engagement\) must be set. Present only when the Lead Management plugin is installed. |
| Opportunity | Opportunity record associated with this business need. At least one lifecycle anchor must be set. Present only when the Opportunity Management plugin is installed. |
| Engagement | Engagement record associated with this business need. At least one lifecycle anchor must be set. Present only when the Account Lifecycle plugin is installed. |
| State | The current state:- Draft - Qualified - Closed - No longer required |
| Priority | This can be:- Critical - High - Medium - Low \(default\) - Very low |
| Drivers | The business driver: - Growth - Risk - Cost |
| Closure code | Required when State is Closed or No Longer Required. - Achieved - Missed - Cancelled |
| Close notes | Required when State is Closed or No Longer Required. |
| Work notes | Work notes on this record. |
| Domain | Domain for multi-domain deployments. |
| Domain path | Domain path for multi-domain deployments. |
The following roles can view or modify this table.
| Role | Access |
|---|---|
sn_cust_disc_hb.discovery_viewer | Read |
sn_cust_disc_hb.discovery_writer | Read, write |
Parent Topic:Customer Discovery Hub tables
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