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Expand Up @@ -32,7 +32,7 @@ Use AI search with recommended actions to create contexts and search for relevan

4. The search results from the configured search sources are displayed in the form of cards. These cards are previews of search records. You can select the card to view the record details or directly take actions through the cards. The most relevant answers are displayed as top results in the form of genius result cards.

For more details on how to enable AI search and create search contexts, see .
For more details on how to enable AI search and create search contexts, see [Configuring AI search in Recommended Actions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/customer-service-management/ra-configuring-ai-search.md).

**Parent Topic:**[Customer success](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/acct-lifecycle-events/account-lifecycle-use-cust-success.md)

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Expand Up @@ -14,7 +14,7 @@ breadcrumb: [Create a success play, Manage engagements, Customer success, Use, C

Before you create a success play, you must define a subflow and add it to the Definition Records table.

For instructions on creating a subflow, see . After you have created the subflow, follow these steps to add it to the Definition Records table.
For instructions on creating a subflow, see [Create a flow, subflow, or action in Workflow Studio](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/integrate-applications/create-acl-flowdesigner.md). After you have created the subflow, follow these steps to add it to the Definition Records table.

1. Navigate to **All** and enter `sn_acct_lc_definition_record.list` in the Search filter.
2. In the Definition Records page, select **New**.
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Expand Up @@ -20,7 +20,7 @@ Role required: sn\_acct\_lc.customer\_success\_application\_admin

## Procedure

1. To configure the Zoom spoke, follow the steps listed in Set up the Zoom spoke.
1. To configure the Zoom spoke, follow the steps listed in [Set up the Zoom spoke](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/integrate-applications/setup-zoom.md).

A token is generated for Zoom connectivity.

Expand Down Expand Up @@ -111,7 +111,7 @@ Name of the webhook registry.
</td></tr></tbody>
</table> \[Omitted image "account-lifecycle-zoom-webhook.jpg"\] Alt text: Zoom webhook registry

For more details on configuring the webhook, see .
For more details on configuring the webhook, see [Set up a bi-directional webhook for Zoom spoke](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/integrate-applications/setup-webhook-zoom-spoke.md).


## Result
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Expand Up @@ -44,8 +44,8 @@ Role required: sn\_acct\_lc.customer\_success\_agent

Worknotes are displayed if you have configured:

- The Microsoft Dynamics CRM update mechanism \(so that Microsoft Dynamics CRM can access the Microsoft Dynamics spoke webhook\) when the configured event occurs in the task table. See Set up Microsoft Dynamics CRM spoke for details.
- Microsoft Dynamics CRM spoke \(see \).
- The Microsoft Dynamics CRM update mechanism \(so that Microsoft Dynamics CRM can access the Microsoft Dynamics spoke webhook\) when the configured event occurs in the task table. See [Set up Microsoft Dynamics CRM spoke](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/integrate-applications/setup-ms-dynamics-crm.md) for details.
- Microsoft Dynamics CRM spoke \(see [Microsoft Dynamics CRM Spoke](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/integrate-applications/microsoft-dynamics-crm-spoke.md)\).
- Decision table according to the requirement
- Webhook \(Dynamics Webhook Callbacks\)
- Customer Success Management application has been configured for Microsoft Dynamics CRM integration. See [Enable integration with Microsoft Dynamics CRM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/acct-lifecycle-events/account-lifecycle-crm-integration.md) for details.
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Expand Up @@ -26,7 +26,7 @@ To set up the integration, follow these steps:

**Note:** Before you set the integration, you must configured the Recommended Actions application. See [Set up recommended actions for account onboarding](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/acct-lifecycle-events/account-lifecycle-setup-rec-action.md) for details.

1. Set up the Microsoft Dynamics CRM spoke. See for details.
1. Set up the Microsoft Dynamics CRM spoke. See [Microsoft Dynamics CRM Spoke](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/integrate-applications/microsoft-dynamics-crm-spoke.md) for details.
2. On the Microsoft Dynamics CRM platform, you must do the following:

- Create an account with the same name as the account associated with your internal play task.
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Expand Up @@ -21,7 +21,7 @@ Playbooks provide step-by-step guidance and include multiple stages and activiti
- Mark an activity as complete and move to the next activity or stage.
- Complete the stages and activities and close the playbook.

For more details on the playbook layout and components, see . The following playbooks are available:
For more details on the playbook layout and components, see [Playbook layout and features](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/customer-service-management/csm-playbook-layout.md). The following playbooks are available:

- [Customer play](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/acct-lifecycle-events/account-lifecycle-success-playbook.md)
- [Internal play](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/acct-lifecycle-events/account-lifecycle-internal-playbook.md)
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Expand Up @@ -5,7 +5,7 @@ locale: en-us
canonical_url: https://www.servicenow.com/docs/r/acct-lifecycle-events/account-lifecycle-dashboards.html
release: australia
topic_type: concept
last_updated: "2026-07-09"
last_updated: "2026-07-24"
reading_time_minutes: 1
breadcrumb: [Customer success, Use, Customer Success Management]
---
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Expand Up @@ -5,7 +5,7 @@ locale: en-US
canonical_url: https://www.servicenow.com/docs/r/acct-lifecycle-events/account-lifecycle-define-data-source-data-fabric-table.html
release: australia
topic_type: task
last_updated: "2026-07-09"
last_updated: "2026-07-24"
reading_time_minutes: 1
breadcrumb: [Define a table data source, Define the data source, Data context engine, Customer success, Configure, Customer Success Management]
---
Expand All @@ -16,13 +16,13 @@ Enable data collection and analysis from external tables by integrating the Data

## Before you begin

- Workflow Data Fabric plugin must be installed and configured. See for details.
- The Workflow Data Fabric table must have been created. See for details.
- Workflow Data Fabric plugin must be installed and configured. See [Activate Zero Copy Connector Hub](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/integrate-applications/activate-zcc-hub.md) for details.
- The Workflow Data Fabric table must have been created. See [Create a data fabric table](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/integrate-applications/create-data-fabric-table-zcc.md) for details.
- Role required: sn\_acct\_lc.customer\_success\_application\_admin

## About this task

Access external data through the Workflow Data Fabric tables and analyzed it using the Data Context Engine. This data is available in real-time using a zero-copy model and synced only when queried. See for details.
Access external data through the Workflow Data Fabric tables and analyzed it using the Data Context Engine. This data is available in real-time using a zero-copy model and synced only when queried. See [Managing zero copy connections](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/integrate-applications/managing-connections-zcc.md) for details.

## Procedure

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Expand Up @@ -5,7 +5,7 @@ locale: en-US
canonical_url: https://www.servicenow.com/docs/r/acct-lifecycle-events/account-lifecycle-define-data-source-table.html
release: australia
topic_type: task
last_updated: "2026-07-09"
last_updated: "2026-07-24"
reading_time_minutes: 3
breadcrumb: [Define the data source, Data context engine, Customer success, Configure, Customer Success Management]
---
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Expand Up @@ -38,7 +38,7 @@ With the Customer Success Management application, you can create onboarding case

## Setting up domain separation in Customer Success Management

Domain separation for Customer Success Management requires the domain separation plugin and enabling the csm\_auto\_account\_domain\_generation domain separation property. For more information on setting up domain separation, see .
Domain separation for Customer Success Management requires the domain separation plugin and enabling the csm\_auto\_account\_domain\_generation domain separation property. For more information on setting up domain separation, see [Domain separation and Customer Service Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/customer-service-management/domain-separation-customer-service.md).

## Domain separated tables

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Expand Up @@ -40,8 +40,8 @@ By embedding workflow automation into customer success management, Customer Succ

- Learn more about what's new and changed, see the [Customer Success Management release notes](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/release-notes/account-lifecycle-rn.md).
- Review the multiple TM Forum \(TMF\) Open APIs supported for the product, see [TMF APIs for TMT](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/telecom-media-technology/tmt-api-reference.md).
- Get step-by-step guidance to help with your ServiceNow® implementations, upgrades, and more, see [Best Practices](https://mynow.servicenow.com/now/best-practices/home).
- Access real time courses, self-paced training, and career resources at [ServiceNow University](https://learning.servicenow.com/lxp/en/pages/servicenow)
- Find useful resources related to your role and explore best practices at the [ServiceNow Impact](https://www.servicenow.com/industries/telecom.html).
- Connect with other Customer Success Management users at [Now Community](https://www.servicenow.com/community/).
- Log in to your ServiceNow® account and find additional information about implementing and deploying Customer Success Management features at the [Best Practices Library](https://mynow.servicenow.com/now/best-practices/home).
- Access real time courses, self-paced training, and career resources at [ServiceNow University](https://learning.servicenow.com/lxp/en/pages/now-learning-get-certified?id=amap_detail&achievement_id=57c9e41087152e9024e0bb39dabb35cc&s=1&ssa=3).
- Find useful resources related to your role and explore best practices at [ServiceNow Impact](https://www.servicenow.com/impact.html).
- Connect with other Customer Success Management users at [Now Community](https://www.servicenow.com/community/technology-provider/ct-p/technology).

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Expand Up @@ -5,7 +5,7 @@ locale: en-us
canonical_url: https://www.servicenow.com/docs/r/acct-lifecycle-events/account-lifecycle-manage-acct-onboard.html
release: australia
topic_type: concept
last_updated: "2026-07-09"
last_updated: "2026-07-24"
reading_time_minutes: 2
breadcrumb: [Account onboarding, Use, Customer Success Management]
---
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Expand Up @@ -5,7 +5,7 @@ locale: en-us
canonical_url: https://www.servicenow.com/docs/r/acct-lifecycle-events/account-lifecycle-manage-engage.html
release: australia
topic_type: concept
last_updated: "2026-07-09"
last_updated: "2026-07-24"
reading_time_minutes: 1
breadcrumb: [Customer success, Use, Customer Success Management]
---
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Expand Up @@ -20,7 +20,7 @@ Within the playbook, there are five core activities that can be reused to create

The playbook visualizes a workflow in a simple, task-oriented view. The workflow for the account onboarding playbook is created using the Process Automation Designer and can be configured based on your requirements. See the [Configure the onboarding playbook activities](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/acct-lifecycle-events/account-lifecycle-pad.md) for details. The playbook is divided into multiple stages or lanes.

As you mark an activity complete in a stage, you move to the next activity. You can save an activity at any time and return to the playbook later. After you complete all the activities in a lane, you move to the next lane. As you complete activities and lanes, the status is reflected in the contextual side panel. An Activity log in the contextual side panel shows all the data that you’ve entered for each activity. For more details on playbooks, see .
As you mark an activity complete in a stage, you move to the next activity. You can save an activity at any time and return to the playbook later. After you complete all the activities in a lane, you move to the next lane. As you complete activities and lanes, the status is reflected in the contextual side panel. An Activity log in the contextual side panel shows all the data that you’ve entered for each activity. For more details on playbooks, see [Playbook layout and features](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/customer-service-management/csm-playbook-layout.md).

**Parent Topic:**[Account onboarding](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/acct-lifecycle-events/account-lifecycle-playbook-overview.md)

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Expand Up @@ -5,7 +5,7 @@ locale: en-US
canonical_url: https://www.servicenow.com/docs/r/acct-lifecycle-events/account-lifecycle-par-roadmap.html
release: australia
topic_type: concept
last_updated: "2026-07-09"
last_updated: "2026-07-24"
reading_time_minutes: 1
breadcrumb: [Product adoption and capability usage, Customer success, Explore, Customer Success Management]
---
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Expand Up @@ -5,7 +5,7 @@ locale: en-US
canonical_url: https://www.servicenow.com/docs/r/acct-lifecycle-events/account-lifecycle-read-only.html
release: australia
topic_type: concept
last_updated: "2026-07-09"
last_updated: "2026-07-24"
reading_time_minutes: 1
breadcrumb: [Getting started, Configure, Customer Success Management]
---
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Expand Up @@ -22,19 +22,19 @@ Role required: sn\_acct\_lc.agent

1. Create a rule in Recommended Actions for Customer Success Management.

For more information, see .
For more information, see [Create a rule in Recommended Actions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/customer-service-management/ra-csm-rules-create.md).

2. Create a recommendation.

For more information, see .
For more information, see [Create a recommendation in Recommended Actions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/customer-service-management/ra-csm-recommendations-create.md).

3. Create a resource generator.

For more information, see .
For more information, see [Create a resource generator in Recommended Actions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/customer-service-management/ra-csm-resource-generators-create.md).

4. Create guidance and field recommendations.

For more information, see .
For more information, see [Creating guidance and field recommendation in Recommended Actions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/customer-service-management/ra-csm-config-recommendations.md).


**Parent Topic:**[Configure the account onboarding playbook](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/acct-lifecycle-events/account-lifecycle-configure.md)
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Expand Up @@ -5,7 +5,7 @@ locale: en-us
canonical_url: https://www.servicenow.com/docs/r/acct-lifecycle-events/account-lifecycle-setup-zoom-int.html
release: australia
topic_type: concept
last_updated: "2026-07-09"
last_updated: "2026-07-24"
reading_time_minutes: 1
breadcrumb: [Customer success, Configure, Customer Success Management]
---
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Expand Up @@ -22,5 +22,5 @@ The customer play consists of three stages:

\[Omitted image "success-playbook.jpg"\] Alt text: customer play playbook

For more details on the playbook layout and the different cards, see . For instructions on how to create the customer play playbook, see [Create a customer play](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/acct-lifecycle-events/account-lifecycle-create-success-case-playbook.md).
For more details on the playbook layout and the different cards, see [Playbook layout and features](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/customer-service-management/csm-playbook-layout.md). For instructions on how to create the customer play playbook, see [Create a customer play](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/acct-lifecycle-events/account-lifecycle-create-success-case-playbook.md).

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Expand Up @@ -5,7 +5,7 @@ locale: en-US
canonical_url: https://www.servicenow.com/docs/r/acct-lifecycle-events/account-lifecycle-success-report-overview.html
release: australia
topic_type: concept
last_updated: "2026-07-09"
last_updated: "2026-07-24"
reading_time_minutes: 1
breadcrumb: [Dashboards, Customer success, Use, Customer Success Management]
---
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Expand Up @@ -5,7 +5,7 @@ locale: en-us
canonical_url: https://www.servicenow.com/docs/r/acct-lifecycle-events/account-lifecycle-use-product-adopt.html
release: australia
topic_type: concept
last_updated: "2026-07-09"
last_updated: "2026-07-24"
reading_time_minutes: 1
breadcrumb: [Customer success, Use, Customer Success Management]
---
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Expand Up @@ -5,7 +5,7 @@ locale: en-us
canonical_url: https://www.servicenow.com/docs/r/acct-lifecycle-events/account-lifecycle-use-touchpoints.html
release: australia
topic_type: concept
last_updated: "2026-07-09"
last_updated: "2026-07-24"
reading_time_minutes: 1
breadcrumb: [Customer success, Use, Customer Success Management]
---
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Expand Up @@ -27,7 +27,7 @@ Role required:

1. Use the name and password that you created during the registration process to log in to the Customer Service Portal.

See for details.
See [Using the Customer Service Portal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/customer-service-management/use-the-customer-portal.md) for details.

2. Select **My Lists** to view the account onboarding cases and case tasks.

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Expand Up @@ -26,7 +26,7 @@ Role required: admin

1. Use the name and password that you created during the registration process to log in to the Customer Service Portal.

See for the details.
See [Using the Customer Service Portal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/customer-service-management/use-the-customer-portal.md) for the details.

2. On the home page, select **My Lists** to view the customer success cases and case tasks.

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