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acct-lifecycle-events/account-lifecycle-activate.md::0 | acct-lifecycle-events/account-lifecycle-activate.md | acct-lifecycle-events | Activate Customer Success Management | acct-lifecycle-events | 2026-03-12 | Activate Customer Success Management > Activate Customer Success Management | # Activate Customer Success Management
The Customer Success Management \(com.sn\_acct\_lc\) plugin is available as a separate subscription. This plugin activates related plugins, if they aren’t already active. | Breadcrumb: Customer Success Management > Customer Success Management
Topic: Activate Customer Success Management > Activate Customer Success Management
# Activate Customer Success Management
The Customer Success Management \(com.sn\_acct\_lc\) plugin is available as a separate subscription. This plugin activates rel... | [
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acct-lifecycle-events/account-lifecycle-activate.md::1 | acct-lifecycle-events/account-lifecycle-activate.md | acct-lifecycle-events | Activate Customer Success Management | acct-lifecycle-events | 2026-03-12 | Activate Customer Success Management > Activate Customer Success Management > Before you begin | ## Before you begin
Role required: sn\_customerservice.customer\_admin | Breadcrumb: Customer Success Management > Customer Success Management
Topic: Activate Customer Success Management > Activate Customer Success Management > Before you begin
## Before you begin
Role required: sn\_customerservice.customer\_admin | [
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acct-lifecycle-events/account-lifecycle-activate.md::2 | acct-lifecycle-events/account-lifecycle-activate.md | acct-lifecycle-events | Activate Customer Success Management | acct-lifecycle-events | 2026-03-12 | Activate Customer Success Management > Activate Customer Success Management > About this task (part 1) | ## About this task The Customer Success Management plugin activates these related plugins, if they aren’t already active. <table id="table_f4r_m5k_1yb"><thead><tr><th> Plugin </th><th> Description </th></tr></thead><tbody><tr><td> Customer Service Install Base Management \[com.snc.install\_base\] </td><td> Enables cust... | Breadcrumb: Customer Success Management > Customer Success Management
Topic: Activate Customer Success Management > Activate Customer Success Management > About this task (part 1)
## About this task The Customer Success Management plugin activates these related plugins, if they aren’t already active. <table id="table_... | [
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acct-lifecycle-events/account-lifecycle-activate.md::3 | acct-lifecycle-events/account-lifecycle-activate.md | acct-lifecycle-events | Activate Customer Success Management | acct-lifecycle-events | 2026-03-12 | Activate Customer Success Management > Activate Customer Success Management > About this task (part 2) | an agent to assist the customer. This component accepts facets and activity feed items in JSON format along with a few other properties and renders given activities and facets. </td></tr><tr><td> Customer Success Advanced \(app-cust-succ-adv\) </td><td> New pro plus plugin for customer success. Used for product adoptio... | Breadcrumb: Customer Success Management > Customer Success Management
Topic: Activate Customer Success Management > Activate Customer Success Management > About this task (part 2)
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acct-lifecycle-events/account-lifecycle-add-data-import.md::0 | acct-lifecycle-events/account-lifecycle-add-data-import.md | acct-lifecycle-events | Add the data import task | acct-lifecycle-events | 2026-03-12 | Add the data import task > Add the data import task (part 1) | # Add the data import task Add the data import task that you’ve configured to the **Account lifecycle onboarding process** defined in the Process Automation Designer. 1. Navigate to **All** > **Process Automation Designer**. 2. Select the **Account lifecycle onboarding process**. 3. Navigate to the Data Capture &... | Breadcrumb: Data capture and validation > Set up playbook > Account onboarding > Customer Success Management > Customer Success Management
Topic: Add the data import task > Add the data import task (part 1)
# Add the data import task Add the data import task that you’ve configured to the **Account lifecycle onboarding... | [
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acct-lifecycle-events/account-lifecycle-add-data-import.md::1 | acct-lifecycle-events/account-lifecycle-add-data-import.md | acct-lifecycle-events | Add the data import task | acct-lifecycle-events | 2026-03-12 | Add the data import task > Add the data import task (part 2) | value is set to 1 \(Data not loaded yet\). - State: The default state is set to 1 \(Open\). - Type: `Select data_capture`. - Account: Select the account onboarding case associated with the case task. - Parent: Select the parent record associated with the account onboarding case. - Visible to customer: Set this **False.... | Breadcrumb: Data capture and validation > Set up playbook > Account onboarding > Customer Success Management > Customer Success Management
Topic: Add the data import task > Add the data import task (part 2)
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acct-lifecycle-events/account-lifecycle-ai-search.md::0 | acct-lifecycle-events/account-lifecycle-ai-search.md | acct-lifecycle-events | AI search with Recommended Actions | acct-lifecycle-events | 2026-03-12 | AI search with Recommended Actions > AI search with Recommended Actions | # AI search with Recommended Actions
Use AI search with Recommended Actions to create contexts and search for relevant records.
**Note:** The AI search is available only if you have configured the Recommended Actions application to display relevant results for the search query. See [Set up recommended actions for acc... | Breadcrumb: Customer success > Use > Customer Success Management
Topic: AI search with Recommended Actions > AI search with Recommended Actions
# AI search with Recommended Actions
Use AI search with Recommended Actions to create contexts and search for relevant records.
**Note:** The AI search is available only if ... | [
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acct-lifecycle-events/account-lifecycle-ale-choice.md::0 | acct-lifecycle-events/account-lifecycle-ale-choice.md | acct-lifecycle-events | Create a customer success choice record | acct-lifecycle-events | 2026-03-12 | Create a customer success choice record > Create a customer success choice record | "# Create a customer success choice record\n\nCreate a record to set up the categories for the custo(...TRUNCATED) | "Breadcrumb: Basic setup > Customer success > Customer Success Management > Customer Success Managem(...TRUNCATED) | [0.0059827822260558605,-0.0183643139898777,0.0009329214226454496,0.007754188030958176,-0.03178328648(...TRUNCATED) | |
acct-lifecycle-events/account-lifecycle-ale-choice.md::1 | acct-lifecycle-events/account-lifecycle-ale-choice.md | acct-lifecycle-events | Create a customer success choice record | acct-lifecycle-events | 2026-03-12 | "Create a customer success choice record > Create a customer success choice record > Before you begi(...TRUNCATED) | ## Before you begin
Role required: sn\_ti\_core.write | "Breadcrumb: Basic setup > Customer success > Customer Success Management > Customer Success Managem(...TRUNCATED) | [0.003944007679820061,-0.03672819584608078,0.01717647910118103,0.005724845454096794,-0.0287257228046(...TRUNCATED) | |
acct-lifecycle-events/account-lifecycle-ale-choice.md::2 | acct-lifecycle-events/account-lifecycle-ale-choice.md | acct-lifecycle-events | Create a customer success choice record | acct-lifecycle-events | 2026-03-12 | Create a customer success choice record > Create a customer success choice record > Procedure | "## Procedure\n\n1. Navigate to **Workspace** > **CSM/FSM Configurable Workspace** and select th(...TRUNCATED) | "Breadcrumb: Basic setup > Customer success > Customer Success Management > Customer Success Managem(...TRUNCATED) | [0.01201782375574112,-0.011993608437478542,0.021250838413834572,0.005457884166389704,-0.030372729524(...TRUNCATED) |
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