Customer Success Management reference

Reference topics provide additional information about Customer Success Management application.

Important: Account Lifecycle Events has been renamed to Customer Success Management in Zurich.

This section covers information about the data model, installed components, and domain separation information.

• Customer Success Management data model
  Learn about the relationships between tables that Customer Success Management uses to manage engagements, track success objectives and outcomes, monitor risks, and measure product adoption.
• Domain separation and Customer Success Management
  Domain separation is supported for Customer Success Management. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.
• Customer success management roles
  Roles added with Customer Success Management.
• Customer success management responsibilities
  Responsibilities added with Customer Success Management.
• Customer success management tables
  This section includes the Customer Success Management tables.
• Customer success management business rules
  This section includes the Customer Success Management business rules.
• Customer success management flows
  This section includes the Customer Success Management flows.
• Customer Discovery Hub tables
  The Customer Discovery Hub includes four tables that capture customer business context: customer business need, customer business challenge, customer business expectation, and customer use case.
• Supported use case table
  The supported use case table (sn_prod_cap_core_sup_use_case) is the default implementation of the use case catalog. It extends the base use case table and adds classifies the industry verticals and business model segments relevant to the use case.

Parent Topic:Customer Success Management