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

Primary success outcome record page

A primary success outcome refers to the result or goal that is used to measure the achievement of a success objective.

When you create a success blueprint for an engagement, you can define success objectives and outcomes for each objective. See Create a success blueprint for details. You can view this page either by navigating from the Engagement record page or by following these steps:

  1. Login as a user with the sn_acct_lc.customer_success_agent role.
  2. Navigate to Workspaces > CSM/FSM Configurable Workspace and select the List icon.
  3. Navigate to Customer Success > All Outcomes and select Number column to open the Primary success outcome record.

This page contains the following tabs:

  • Details: See Add a primary success outcome for a detailed description of the fields.
  • Success Initiatives: Shows the list of success initiatives associated with this outcome.
  • Approvers: Shows the list of approvers for this outcome.
  • Risk Signals and Issues: Lists any risk signals or issues associated with this outcome.

Parent Topic:Manage engagements