loc string | api string | lastmod string | changefreq string | priority float64 | sitemappart string | locale string | bundle string | page_id string | release string | title string | description string | keywords list | breadcrumbs list | html_content string | page_content dict | clean_text string | rich_text string |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
https://www.servicenow.com/docs/en-US/bundle/yokohama-telecom-network-inventory/page/product/tmt-telecom-network-inventory/task/viewing-network-topology.html | https://servicenow-be-prod.servicenow.com/api/bundle/yokohama-telecom-network-inventory/page/product/tmt-telecom-network-inventory/task/viewing-network-topology.html | 2025-05-06 | daily | 0.5 | 266.xml | en-US | yokohama-telecom-network-inventory | product/tmt-telecom-network-inventory/task/viewing-network-topology.html | yokohama | Viewing a network topology | View the details of a network topology and visualize how the network elements are organized and connected to one another. You can understand the detailed overview of the network infrastructure of the topology in the Telecommunications Network Inventory application. | [] | [
"Telecommunications Network Inventory",
"Using Telecommunications Network Inventory",
"Using Network visualization view",
"Using the network topology"
] | <article class="hascomments" data-page="bundle:yokohama-telecom-network-inventory/enus/product/tmt-telecom-network-inventory/task/viewing-network-topology.html" id="bundle:yokohama-telecom-network-inventory/enus/product/tmt-telecom-network-inventory/task/viewing-network-topology.html"><body id="viewing-network-topology... | {
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"title": "Telecommunications Network Inventory",
"topic_id": "product/tmt-telecom-network-invento... | # Viewing a network topology
View the details of a network topology and visualize how the network elements are organized and connected to one another. You can understand the detailed overview of the network infrastructure of the topology in the Telecommunications Network Inventory application.
## Before you begin
Ro... | ---
title: Viewing a network topology
description: View the details of a network topology and visualize how the network
elements are organized and connected to one another. You can understand the detailed
overview of the network infrastructure of the topology in the Telecommunications
Network Inventory applicatio... |
https://www.servicenow.com/docs/en-US/bundle/yokohama-telecom-service-ops/page/product/tmt-telecom-service-operations-mgt/concept/configuring-service-graph-connector-nokia-altiplano.html | https://servicenow-be-prod.servicenow.com/api/bundle/yokohama-telecom-service-ops/page/product/tmt-telecom-service-operations-mgt/concept/configuring-service-graph-connector-nokia-altiplano.html | 2025-05-06 | daily | 0.5 | 266.xml | en-US | yokohama-telecom-service-ops | product/tmt-telecom-service-operations-mgt/concept/configuring-service-graph-connector-nokia-altiplano.html | yokohama | Configure Service Graph Connector for Nokia Altiplano | This document explains how to configure the Service Graph Connector for Nokia Altiplano using Guided setup to integrate network resource data from the Nokia Altiplano Access Controller (REST API) into the ServiceNow CMDB. It includes steps for setup, authentication, and | [] | [
"Telecommunications Service Operations Management",
"TSOM Visibility",
"Telecom Discovery",
"Exploring Telecom Discovery",
"Telecom Discovery using Service Graph Connectors (SGC)"
] | <article class="hascomments" data-page="bundle:yokohama-telecom-service-ops/enus/product/tmt-telecom-service-operations-mgt/concept/configuring-service-graph-connector-nokia-altiplano.html" id="bundle:yokohama-telecom-service-ops/enus/product/tmt-telecom-service-operations-mgt/concept/configuring-service-graph-connecto... | {
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"topic_id": "product/tmt-telecom-ser... | # Configure Service Graph Connector for Nokia Altiplano
This document explains how to configure the Service Graph Connector for Nokia Altiplano using Guided setup to integrate network resource data from the Nokia Altiplano Access Controller (REST API) into the ServiceNow CMDB. It
includes steps for setup, authenticati... | ---
title: Configure Service Graph Connector for Nokia Altiplano
description: This document explains how to configure the Service Graph Connector for
Nokia Altiplano using Guided setup to integrate network resource data from the Nokia
Altiplano Access Controller (REST API) into the ServiceNow CMDB. It includes step... |
https://www.servicenow.com/docs/en-US/bundle/yokohama-telecom-service-ops/page/product/tmt-telecom-service-operations-mgt/concept/configuring-telecommunications-discovery-patterns.html | https://servicenow-be-prod.servicenow.com/api/bundle/yokohama-telecom-service-ops/page/product/tmt-telecom-service-operations-mgt/concept/configuring-telecommunications-discovery-patterns.html | 2025-05-06 | daily | 0.5 | 266.xml | en-US | yokohama-telecom-service-ops | product/tmt-telecom-service-operations-mgt/concept/configuring-telecommunications-discovery-patterns.html | yokohama | Configure Telecommunications Discovery (TSOM) Patterns | This document outlines the dependencies, requirements, and installation steps necessary for setting up Telecommunications Discovery Patterns (also known as TSOM Patterns) in TSOM Visibility in ServiceNow® . | [] | [
"Telecommunications Service Operations Management",
"TSOM Visibility",
"Telecom Discovery",
"Exploring Telecom Discovery",
"Telecom Discovery using Telecommunications Discovery Patterns"
] | <article class="hascomments" data-page="bundle:yokohama-telecom-service-ops/enus/product/tmt-telecom-service-operations-mgt/concept/configuring-telecommunications-discovery-patterns.html" id="bundle:yokohama-telecom-service-ops/enus/product/tmt-telecom-service-operations-mgt/concept/configuring-telecommunications-disco... | {
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"topic_id": "product/tmt-telecom-ser... | # Configure Telecommunications Discovery (TSOM) Patterns
This document outlines the dependencies, requirements, and installation steps necessary for setting up Telecommunications Discovery Patterns (also known as TSOM Patterns) in TSOM Visibility in ServiceNow®.
## Before you begin
To use Telecommunications Discover... | ---
title: Configure Telecommunications Discovery (TSOM) Patterns
description: "This document outlines the dependencies, requirements, and installation\
\ steps necessary for setting up Telecommunications Discovery Patterns (also known\
\ as TSOM Patterns) in TSOM Visibility in ServiceNow\xAE ."
keywords: []
breadc... |
https://www.servicenow.com/docs/en-US/bundle/yokohama-telecom-service-ops/page/product/tmt-telecom-service-operations-mgt/concept/exploring-telecom-discovery.html | https://servicenow-be-prod.servicenow.com/api/bundle/yokohama-telecom-service-ops/page/product/tmt-telecom-service-operations-mgt/concept/exploring-telecom-discovery.html | 2025-05-06 | daily | 0.5 | 266.xml | en-US | yokohama-telecom-service-ops | product/tmt-telecom-service-operations-mgt/concept/exploring-telecom-discovery.html | yokohama | Exploring Telecom Discovery | ServiceNow® Telecom Discovery solution builds on proven technologies within the ServiceNow® platform, leveraging powerful capabilities such as ITOM Visibility and Horizontal Discovery, and the Service Graph Connectors. Each of these components plays a key role in supporting telecom-specific use cases | [] | [
"Telecommunications Service Operations Management",
"TSOM Visibility",
"Telecom Discovery"
] | <article class="hascomments" data-page="bundle:yokohama-telecom-service-ops/enus/product/tmt-telecom-service-operations-mgt/concept/exploring-telecom-discovery.html" id="bundle:yokohama-telecom-service-ops/enus/product/tmt-telecom-service-operations-mgt/concept/exploring-telecom-discovery.html"><body id="exploring-tele... | {
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"topic_id": "product/tmt-telecom-ser... | # Exploring Telecom Discovery
ServiceNow® Telecom Discovery solution builds on proven technologies within the ServiceNow® platform, leveraging powerful capabilities such as ITOM Visibility and Horizontal Discovery, and the Service Graph Connectors. Each of these components plays a key role in supporting telecom-specif... | ---
title: Exploring Telecom Discovery
description: "ServiceNow\xAE Telecom Discovery solution builds on proven technologies\
\ within the ServiceNow\xAE platform, leveraging powerful capabilities such as ITOM\
\ Visibility and Horizontal Discovery, and the Service Graph Connectors. Each of\
\ these components pl... |
https://www.servicenow.com/docs/en-US/bundle/yokohama-telecom-service-ops/page/product/tmt-telecom-service-operations-mgt/concept/exploring-telecom-reconciliation.html | https://servicenow-be-prod.servicenow.com/api/bundle/yokohama-telecom-service-ops/page/product/tmt-telecom-service-operations-mgt/concept/exploring-telecom-reconciliation.html | 2025-05-06 | daily | 0.5 | 266.xml | en-US | yokohama-telecom-service-ops | product/tmt-telecom-service-operations-mgt/concept/exploring-telecom-reconciliation.html | yokohama | Exploring Telecom Discrepancy Identification and Reconciliation | Telecom Discrepancy Identification & Reconciliation solution is designed to confirm the accuracy and consistency of network resource data between network systems and inventory management databases, such as CMDB/TNI. | [] | [
"Telecommunications Service Operations Management",
"TSOM Visibility",
"Telecom Discrepancy Identification and Reconciliation"
] | <article class="hascomments" data-page="bundle:yokohama-telecom-service-ops/enus/product/tmt-telecom-service-operations-mgt/concept/exploring-telecom-reconciliation.html" id="bundle:yokohama-telecom-service-ops/enus/product/tmt-telecom-service-operations-mgt/concept/exploring-telecom-reconciliation.html"><body><main ro... | {
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"topic_id": "product/tmt-telecom-ser... | # Exploring Telecom Discrepancy Identification and Reconciliation
Telecom Discrepancy Identification & Reconciliation solution is designed to confirm the accuracy and consistency of network resource data between network systems and inventory management databases, such as
CMDB/TNI.
Telecom Discrepancy Identification &... | ---
title: Exploring Telecom Discrepancy Identification and Reconciliation
description: Telecom Discrepancy Identification & Reconciliation solution is designed
to confirm the accuracy and consistency of network resource data between network
systems and inventory management databases, such as CMDB/TNI.
keywords: []... |
https://www.servicenow.com/docs/en-US/bundle/yokohama-telecom-service-ops/page/product/tmt-telecom-service-operations-mgt/concept/service-graph-connector-for-nokia-altiplano.html | https://servicenow-be-prod.servicenow.com/api/bundle/yokohama-telecom-service-ops/page/product/tmt-telecom-service-operations-mgt/concept/service-graph-connector-for-nokia-altiplano.html | 2025-05-06 | daily | 0.5 | 266.xml | en-US | yokohama-telecom-service-ops | product/tmt-telecom-service-operations-mgt/concept/service-graph-connector-for-nokia-altiplano.html | yokohama | Service Graph Connector for Nokia Altiplano | Use the Service Graph Connector for Nokia Altiplano Access Network SDN Controller to pull in data from the Nokia Altiplano software into your ServiceNow instance using REST APIs. | [] | [
"Telecommunications Service Operations Management",
"TSOM Visibility",
"Telecom Discovery",
"Exploring Telecom Discovery",
"Telecom Discovery using Service Graph Connectors (SGC)"
] | <article class="hascomments" data-page="bundle:yokohama-telecom-service-ops/enus/product/tmt-telecom-service-operations-mgt/concept/service-graph-connector-for-nokia-altiplano.html" id="bundle:yokohama-telecom-service-ops/enus/product/tmt-telecom-service-operations-mgt/concept/service-graph-connector-for-nokia-altiplan... | {
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"topic_id": "product/tmt-telecom-ser... | # Service Graph Connector for Nokia Altiplano
Use the Service Graph Connector for Nokia Altiplano Access Network SDN Controller to pull in data from the Nokia Altiplano software into your ServiceNow instance using REST APIs.
The Service Graphs Connector for Nokia Altiplano pulls in asset inventory data (physical netw... | ---
title: Service Graph Connector for Nokia Altiplano
description: Use the Service Graph Connector for Nokia Altiplano Access Network SDN
Controller to pull in data from the Nokia Altiplano software into your ServiceNow
instance using REST APIs.
keywords: []
breadcrumbs:
- Telecommunications Service Operations Man... |
https://www.servicenow.com/docs/en-US/bundle/yokohama-telecom-service-ops/page/product/tmt-telecom-service-operations-mgt/concept/telecom-cisco-switch-pattern.html | https://servicenow-be-prod.servicenow.com/api/bundle/yokohama-telecom-service-ops/page/product/tmt-telecom-service-operations-mgt/concept/telecom-cisco-switch-pattern.html | 2025-05-06 | daily | 0.5 | 266.xml | en-US | yokohama-telecom-service-ops | product/tmt-telecom-service-operations-mgt/concept/telecom-cisco-switch-pattern.html | yokohama | Telecom Cisco Switch Pattern | The ServiceNow® Telecom Discovery application uses the Telecom Cisco Switch discovery pattern to find SNMP-based Cisco switches in the network. Discovering some of these resources requires updating the Telecommunications Discovery Patterns (TSOM Patterns) from the ServiceNow® Store. | [] | [
"Telecommunications Service Operations Management",
"TSOM Visibility",
"Telecom Discovery",
"Exploring Telecom Discovery",
"Telecom Discovery using Telecommunications Discovery Patterns"
] | <article class="hascomments" data-page="bundle:yokohama-telecom-service-ops/enus/product/tmt-telecom-service-operations-mgt/concept/telecom-cisco-switch-pattern.html" id="bundle:yokohama-telecom-service-ops/enus/product/tmt-telecom-service-operations-mgt/concept/telecom-cisco-switch-pattern.html"><body><main role="main... | {
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"topic_id": "product/tmt-telecom-ser... | # Telecom Cisco Switch Pattern
The ServiceNow® Telecom Discovery application uses the Telecom Cisco Switch discovery pattern to find SNMP-based Cisco switches in the network. Discovering some of these resources requires updating the Telecommunications
Discovery Patterns (TSOM Patterns) from the ServiceNow® Store.
Tel... | ---
title: Telecom Cisco Switch Pattern
description: "The ServiceNow\xAE Telecom Discovery application uses the Telecom Cisco\
\ Switch discovery pattern to find SNMP-based Cisco switches in the network. Discovering\
\ some of these resources requires updating the Telecommunications Discovery Patterns\
\ (TSOM Pa... |
https://www.servicenow.com/docs/en-US/bundle/yokohama-telecom-service-ops/page/product/tmt-telecom-service-operations-mgt/concept/telecom-cisco7613-router-pattern.html | https://servicenow-be-prod.servicenow.com/api/bundle/yokohama-telecom-service-ops/page/product/tmt-telecom-service-operations-mgt/concept/telecom-cisco7613-router-pattern.html | 2025-05-06 | daily | 0.5 | 266.xml | en-US | yokohama-telecom-service-ops | product/tmt-telecom-service-operations-mgt/concept/telecom-cisco7613-router-pattern.html | yokohama | Telecom Cisco 7613 Router Pattern | The ServiceNow Telecom Discovery application uses the Telecom Cisco 7613 Router discovery pattern to find SNMP-based Cisco 7613 in the network. Discovering some of these resources requires updating the Telecommunications Discovery Patterns (TSOM Patterns) from the ServiceNow Store. | [] | [
"Telecommunications Service Operations Management",
"TSOM Visibility",
"Telecom Discovery",
"Exploring Telecom Discovery",
"Telecom Discovery using Telecommunications Discovery Patterns"
] | <article class="hascomments" data-page="bundle:yokohama-telecom-service-ops/enus/product/tmt-telecom-service-operations-mgt/concept/telecom-cisco7613-router-pattern.html" id="bundle:yokohama-telecom-service-ops/enus/product/tmt-telecom-service-operations-mgt/concept/telecom-cisco7613-router-pattern.html"><body><main ro... | {
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"topic_id": "product/tmt-telecom-ser... | # Telecom Cisco 7613 Router Pattern
The ServiceNow Telecom Discovery application uses the Telecom Cisco 7613 Router discovery pattern to find SNMP-based Cisco 7613 in the network. Discovering some of these resources requires updating the Telecommunications
Discovery Patterns (TSOM Patterns) from the ServiceNow Store.
... | ---
title: Telecom Cisco 7613 Router Pattern
description: The ServiceNow Telecom Discovery application uses the Telecom Cisco 7613
Router discovery pattern to find SNMP-based Cisco 7613 in the network. Discovering
some of these resources requires updating the Telecommunications Discovery Patterns
(TSOM Patterns) ... |
https://www.servicenow.com/docs/en-US/bundle/yokohama-telecom-service-ops/page/product/tmt-telecom-service-operations-mgt/concept/telecom-discovery-tsom-visibility.html | https://servicenow-be-prod.servicenow.com/api/bundle/yokohama-telecom-service-ops/page/product/tmt-telecom-service-operations-mgt/concept/telecom-discovery-tsom-visibility.html | 2025-05-06 | daily | 0.5 | 266.xml | en-US | yokohama-telecom-service-ops | product/tmt-telecom-service-operations-mgt/concept/telecom-discovery-tsom-visibility.html | yokohama | Telecom Discovery | ServiceNow® Telecom Discovery (also known as TSOM Discovery) is a specialized solution within the broader ServiceNow ecosystem, designed to cater to the unique needs of telecommunications service providers (CSPs) in discovering and managing their telecom network assets. | [] | [
"Telecommunications Service Operations Management",
"TSOM Visibility"
] | <article class="hascomments" data-page="bundle:yokohama-telecom-service-ops/enus/product/tmt-telecom-service-operations-mgt/concept/telecom-discovery-tsom-visibility.html" id="bundle:yokohama-telecom-service-ops/enus/product/tmt-telecom-service-operations-mgt/concept/telecom-discovery-tsom-visibility.html"><body id="te... | {
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"title": "Telecommunications Service Operations Management",
"topic_id": "product/tmt-telecom-ser... | # Telecom Discovery
ServiceNow® Telecom Discovery (also known as TSOM Discovery) is a specialized solution within the broader ServiceNow ecosystem, designed to cater to the unique needs of telecommunications service providers (CSPs) in
discovering and managing their telecom network assets.
This solution provides visi... | ---
title: Telecom Discovery
description: "ServiceNow\xAE Telecom Discovery (also known as TSOM Discovery) is a\
\ specialized solution within the broader ServiceNow ecosystem, designed to cater\
\ to the unique needs of telecommunications service providers (CSPs) in discovering\
\ and managing their telecom netw... |
https://www.servicenow.com/docs/en-US/bundle/yokohama-telecom-service-ops/page/product/tmt-telecom-service-operations-mgt/concept/telecom-discovery-using-service-graph-connector.html | https://servicenow-be-prod.servicenow.com/api/bundle/yokohama-telecom-service-ops/page/product/tmt-telecom-service-operations-mgt/concept/telecom-discovery-using-service-graph-connector.html | 2025-05-06 | daily | 0.5 | 266.xml | en-US | yokohama-telecom-service-ops | product/tmt-telecom-service-operations-mgt/concept/telecom-discovery-using-service-graph-connector.html | yokohama | Telecom Discovery using Service Graph Connectors (SGC) | Service Graph Connectors are predefined integrations that ingest data into the Configuration Management Database (CMDB) from third-party sources (for example, northbound APIs of EMS/NMS/Controllers, which manage various xNFs) across different network domains, while enabling a structured, telecom-model-aligned view of n... | [] | [
"Telecommunications Service Operations Management",
"TSOM Visibility",
"Telecom Discovery",
"Exploring Telecom Discovery"
] | <article class="hascomments" data-page="bundle:yokohama-telecom-service-ops/enus/product/tmt-telecom-service-operations-mgt/concept/telecom-discovery-using-service-graph-connector.html" id="bundle:yokohama-telecom-service-ops/enus/product/tmt-telecom-service-operations-mgt/concept/telecom-discovery-using-service-graph-... | {
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"title": "Telecommunications Service Operations Management",
"topic_id": "product/tmt-telecom-ser... | # Telecom Discovery using Service Graph Connectors (SGC)
Service Graph Connectors are predefined integrations that ingest data into the Configuration Management Database (CMDB) from third-party sources (for example, northbound APIs of EMS/NMS/Controllers, which manage various xNFs)
across different network domains, wh... | ---
title: Telecom Discovery using Service Graph Connectors (SGC)
description: Service Graph Connectors are predefined integrations that ingest data
into the Configuration Management Database (CMDB) from third-party sources (for
example, northbound APIs of EMS/NMS/Controllers, which manage various xNFs) across
di... |
https://www.servicenow.com/docs/en-US/bundle/yokohama-telecom-service-ops/page/product/tmt-telecom-service-operations-mgt/concept/telecom-discovery-using-telecommunication-discovery-pattern.html | https://servicenow-be-prod.servicenow.com/api/bundle/yokohama-telecom-service-ops/page/product/tmt-telecom-service-operations-mgt/concept/telecom-discovery-using-telecommunication-discovery-pattern.html | 2025-05-06 | daily | 0.5 | 266.xml | en-US | yokohama-telecom-service-ops | product/tmt-telecom-service-operations-mgt/concept/telecom-discovery-using-telecommunication-discovery-pattern.html | yokohama | Telecom Discovery using Telecommunications Discovery Patterns | The new Telecommunication Discovery Patterns (also known as TSOM Patterns) include patterns for discovering standalone xNFs, enabling the discovery of standalone network elements without a management system, using SNMP, CLI, and NETCONF (roadmap) protocols. | [] | [
"Telecommunications Service Operations Management",
"TSOM Visibility",
"Telecom Discovery",
"Exploring Telecom Discovery"
] | <article class="hascomments" data-page="bundle:yokohama-telecom-service-ops/enus/product/tmt-telecom-service-operations-mgt/concept/telecom-discovery-using-telecommunication-discovery-pattern.html" id="bundle:yokohama-telecom-service-ops/enus/product/tmt-telecom-service-operations-mgt/concept/telecom-discovery-using-te... | {
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{
"title": "Telecommunications Service Operations Management",
"topic_id": "product/tmt-telecom-ser... | # Telecom Discovery using Telecommunications Discovery Patterns
The new Telecommunication Discovery Patterns (also known as TSOM Patterns) include patterns for discovering standalone xNFs, enabling the discovery of standalone network elements without a management system, using SNMP, CLI, and
NETCONF (roadmap) protocol... | ---
title: Telecom Discovery using Telecommunications Discovery Patterns
description: The new Telecommunication Discovery Patterns (also known as TSOM Patterns)
include patterns for discovering standalone xNFs, enabling the discovery of standalone
network elements without a management system, using SNMP, CLI, and N... |
https://www.servicenow.com/docs/en-US/bundle/yokohama-telecom-service-ops/page/product/tmt-telecom-service-operations-mgt/concept/telecom-juniper-mx-ssh-router-pattern.html | https://servicenow-be-prod.servicenow.com/api/bundle/yokohama-telecom-service-ops/page/product/tmt-telecom-service-operations-mgt/concept/telecom-juniper-mx-ssh-router-pattern.html | 2025-05-06 | daily | 0.5 | 266.xml | en-US | yokohama-telecom-service-ops | product/tmt-telecom-service-operations-mgt/concept/telecom-juniper-mx-ssh-router-pattern.html | yokohama | Telecom Juniper MX SSH Router Pattern | The ServiceNow® Telecom Discovery application uses the Telecom Juniper MX SSHRouter discovery pattern to find SNMP and CLI -based Juniper MX Series routers in the network. Discovering some of these resources requires updating the Telecommunications Discovery Patterns (TSOM Patterns) from | [] | [
"Telecommunications Service Operations Management",
"TSOM Visibility",
"Telecom Discovery",
"Exploring Telecom Discovery",
"Telecom Discovery using Telecommunications Discovery Patterns"
] | <article class="hascomments" data-page="bundle:yokohama-telecom-service-ops/enus/product/tmt-telecom-service-operations-mgt/concept/telecom-juniper-mx-ssh-router-pattern.html" id="bundle:yokohama-telecom-service-ops/enus/product/tmt-telecom-service-operations-mgt/concept/telecom-juniper-mx-ssh-router-pattern.html"><bod... | {
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{
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"topic_id": "product/tmt-telecom-ser... | # Telecom Juniper MX SSH Router Pattern
The ServiceNow® Telecom Discovery application uses the Telecom Juniper MX SSHRouter discovery pattern to find SNMP and CLI -based Juniper MX Series routers in the network. Discovering some of these resources requires
updating the Telecommunications Discovery Patterns (TSOM Patte... | ---
title: Telecom Juniper MX SSH Router Pattern
description: "The ServiceNow\xAE Telecom Discovery application uses the Telecom Juniper\
\ MX SSHRouter discovery pattern to find SNMP and CLI -based Juniper MX Series routers\
\ in the network. Discovering some of these resources requires updating the Telecommunicat... |
https://www.servicenow.com/docs/en-US/bundle/yokohama-telecom-service-ops/page/product/tmt-telecom-service-operations-mgt/concept/telecom-reconciliation.html | https://servicenow-be-prod.servicenow.com/api/bundle/yokohama-telecom-service-ops/page/product/tmt-telecom-service-operations-mgt/concept/telecom-reconciliation.html | 2025-05-06 | daily | 0.5 | 266.xml | en-US | yokohama-telecom-service-ops | product/tmt-telecom-service-operations-mgt/concept/telecom-reconciliation.html | yokohama | Telecom Discrepancy Identification and Reconciliation | Telecom Discrepancy Identification & Reconciliation confirms that ServiceNow’s CMDB/TNI accurately reflects the updated state of the network and remains synchronized with planned or designed inventory resources. | [] | [
"Telecommunications Service Operations Management",
"TSOM Visibility"
] | <article class="hascomments" data-page="bundle:yokohama-telecom-service-ops/enus/product/tmt-telecom-service-operations-mgt/concept/telecom-reconciliation.html" id="bundle:yokohama-telecom-service-ops/enus/product/tmt-telecom-service-operations-mgt/concept/telecom-reconciliation.html"><body id="telecom-reconciliation">... | {
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"title": "Telecommunications Service Operations Management",
"topic_id": "product/tmt-telecom-ser... | # Telecom Discrepancy Identification and Reconciliation
Telecom Discrepancy Identification & Reconciliation confirms that ServiceNow’s CMDB/TNI accurately reflects the updated state of the network and remains synchronized with planned or designed inventory resources.
It continuously compares network data with CMDB/TN... | ---
title: Telecom Discrepancy Identification and Reconciliation
description: "Telecom Discrepancy Identification & Reconciliation confirms that ServiceNow\u2019\
s CMDB/TNI accurately reflects the updated state of the network and remains synchronized\
\ with planned or designed inventory resources."
keywords: []
b... |
https://www.servicenow.com/docs/en-US/bundle/yokohama-telecom-service-ops/page/product/tmt-telecom-service-operations-mgt/concept/telecom-router-pattern.html | https://servicenow-be-prod.servicenow.com/api/bundle/yokohama-telecom-service-ops/page/product/tmt-telecom-service-operations-mgt/concept/telecom-router-pattern.html | 2025-05-06 | daily | 0.5 | 266.xml | en-US | yokohama-telecom-service-ops | product/tmt-telecom-service-operations-mgt/concept/telecom-router-pattern.html | yokohama | Telecom Router Pattern | The ServiceNow® Telecom Discovery application uses the Telecom Router discovery pattern to find SNMP-based routers in the network. Discovering some of these resources requires updating the Telecommunications Discovery Patterns (TSOM Patterns) from the ServiceNow Store. | [] | [
"Telecommunications Service Operations Management",
"TSOM Visibility",
"Telecom Discovery",
"Exploring Telecom Discovery",
"Telecom Discovery using Telecommunications Discovery Patterns"
] | <article class="hascomments" data-page="bundle:yokohama-telecom-service-ops/enus/product/tmt-telecom-service-operations-mgt/concept/telecom-router-pattern.html" id="bundle:yokohama-telecom-service-ops/enus/product/tmt-telecom-service-operations-mgt/concept/telecom-router-pattern.html"><body><main role="main"><article r... | {
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"jajp",
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"title": "Telecommunications Service Operations Management",
"topic_id": "product/tmt-telecom-ser... | # Telecom Router Pattern
The ServiceNow® Telecom Discovery application uses the Telecom Router discovery pattern to find SNMP-based routers in the network. Discovering some of these resources requires updating the Telecommunications Discovery
Patterns (TSOM Patterns) from the ServiceNow Store.
Telecom Discovery uses ... | ---
title: Telecom Router Pattern
description: "The ServiceNow\xAE Telecom Discovery application uses the Telecom Router\
\ discovery pattern to find SNMP-based routers in the network. Discovering some\
\ of these resources requires updating the Telecommunications Discovery Patterns\
\ (TSOM Patterns) from the Se... |
https://www.servicenow.com/docs/en-US/bundle/yokohama-telecom-service-ops/page/product/tmt-telecom-service-operations-mgt/concept/tsom-visibility.html | https://servicenow-be-prod.servicenow.com/api/bundle/yokohama-telecom-service-ops/page/product/tmt-telecom-service-operations-mgt/concept/tsom-visibility.html | 2025-05-06 | daily | 0.5 | 266.xml | en-US | yokohama-telecom-service-ops | product/tmt-telecom-service-operations-mgt/concept/tsom-visibility.html | yokohama | TSOM Visibility | The TSOM Visibility solution is built on the foundational principles of ITOM Visibility, leveraging its proven frameworks for discovering and mapping IT resources. | [] | [
"Telecommunications Service Operations Management"
] | <article class="hascomments" data-page="bundle:yokohama-telecom-service-ops/enus/product/tmt-telecom-service-operations-mgt/concept/tsom-visibility.html" id="bundle:yokohama-telecom-service-ops/enus/product/tmt-telecom-service-operations-mgt/concept/tsom-visibility.html"><body id="tsom-visibility"><main role="main"><ar... | {
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"jajp",
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"title": "Telecommunications Service Operations Management",
"topic_id": "product/tmt-telecom-ser... | # TSOM Visibility
The TSOM Visibility solution is built on the foundational principles of ITOM Visibility, leveraging its proven frameworks for discovering and mapping IT resources.
In addition to the core ITOM Visibility functionalities, TSOM Visibility introduces a unique telecom-specific layer with tailored applic... | ---
title: TSOM Visibility
description: The TSOM Visibility solution is built on the foundational principles
of ITOM Visibility, leveraging its proven frameworks for discovering and mapping
IT resources.
keywords: []
breadcrumbs:
- Telecommunications Service Operations Management
---
# TSOM Visibility
The TSOM Vi... |
https://www.servicenow.com/docs/en-US/bundle/yokohama-telecom-service-ops/page/product/tmt-telecom-service-operations-mgt/task/configure-telecom-reconciliation.html | https://servicenow-be-prod.servicenow.com/api/bundle/yokohama-telecom-service-ops/page/product/tmt-telecom-service-operations-mgt/task/configure-telecom-reconciliation.html | 2025-05-06 | daily | 0.5 | 266.xml | en-US | yokohama-telecom-service-ops | product/tmt-telecom-service-operations-mgt/task/configure-telecom-reconciliation.html | yokohama | Configure Telecom Discrepancy Identification and Reconciliation | This guide outlines the steps to configure Telecom Discrepancy Identification & Reconciliation (part of TSOM Visibility) to confirm accurate discovery and resolution of discrepancies in telecom network resources within your ServiceNow CMDB/TNI instance. | [] | [
"Telecommunications Service Operations Management",
"TSOM Visibility",
"Telecom Discrepancy Identification and Reconciliation"
] | <article class="hascomments" data-page="bundle:yokohama-telecom-service-ops/enus/product/tmt-telecom-service-operations-mgt/task/configure-telecom-reconciliation.html" id="bundle:yokohama-telecom-service-ops/enus/product/tmt-telecom-service-operations-mgt/task/configure-telecom-reconciliation.html"><body><main role="ma... | {
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"title": "Telecommunications Service Operations Management",
"topic_id": "product/tmt-telecom-ser... | # Configure Telecom Discrepancy Identification and Reconciliation
This guide outlines the steps to configure Telecom Discrepancy Identification & Reconciliation (part of TSOM Visibility) to confirm accurate discovery and resolution of discrepancies in telecom network resources within
your ServiceNow CMDB/TNI instance.... | ---
title: Configure Telecom Discrepancy Identification and Reconciliation
description: This guide outlines the steps to configure Telecom Discrepancy Identification
& Reconciliation (part of TSOM Visibility) to confirm accurate discovery and resolution
of discrepancies in telecom network resources within your Serv... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-basic-config.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-basic-config.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-basic-config.html | zurich | Basic customer success setup | Define the basic customer success components | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Customer success"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-basic-config.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-basic-config.html"><body id="account-lifecycle-basic-config"><m... | {
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{
"title... | # Basic customer success setup
Define the basic customer success components
| ---
title: Basic customer success setup
description: Define the basic customer success components
keywords: []
breadcrumbs:
- Customer Success Management
- Configure Customer Success Management
- Customer success
---
# Basic customer success setup
Define the basic customer success components
|
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-case-case-tasks.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-case-case-tasks.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-case-case-tasks.html | zurich | Onboarding case and case tasks | The onboarding case is a central record that manages new customer account setup, activation, and subsequent updates like product additions, account modifications, and data maintenance. | [] | [
"Customer Success Management",
"Explore Customer Success Management",
"Account onboarding"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-case-case-tasks.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-case-case-tasks.html"><body id="account-lifecycle-case-case-... | {
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"title... | # Onboarding case and case tasks
The onboarding case is a central record that manages new customer account setup, activation, and subsequent updates like product additions, account modifications, and data maintenance.
By tracking each step of the onboarding and expansion process, customer success teams can guide cust... | ---
title: Onboarding case and case tasks
description: The onboarding case is a central record that manages new customer account
setup, activation, and subsequent updates like product additions, account modifications,
and data maintenance.
keywords: []
breadcrumbs:
- Customer Success Management
- Explore Customer S... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-config-cust-success.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-config-cust-success.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-config-cust-success.html | zurich | Customer success | After an onboarding case has been created, you can configure and set up customer success by creating engagements, configuring success plays, and setting up the success initiative record. | [] | [
"Customer Success Management",
"Configure Customer Success Management"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-config-cust-success.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-config-cust-success.html"><body id="account-lifecycle-co... | {
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"topic_id": "product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html"
},
{
"title... | # Customer success
After an onboarding case has been created, you can configure and set up customer success by creating engagements, configuring success plays, and setting up the success initiative record.
| ---
title: Customer success
description: After an onboarding case has been created, you can configure and set
up customer success by creating engagements, configuring success plays, and setting
up the success initiative record.
keywords: []
breadcrumbs:
- Customer Success Management
- Configure Customer Success Man... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-configure.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-configure.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-configure.html | zurich | Account onboarding | Set up and configure the Customer Success Management application. | [] | [
"Customer Success Management",
"Configure Customer Success Management"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-configure.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-configure.html"><body id="account-lifecycle-configure"><main role=... | {
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{
"title... | # Account onboarding
Set up and configure the Customer Success Management application.
| ---
title: Account onboarding
description: Set up and configure the Customer Success Management application.
keywords: []
breadcrumbs:
- Customer Success Management
- Configure Customer Success Management
---
# Account onboarding
Set up and configure the Customer Success Management application.
|
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-cust-success-related-items.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-cust-success-related-items.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-cust-success-related-items.html | zurich | Related items component in customer success records | The related items component provides access to related lists associated with engagements, touchpoints, customer plays, and internal plays | [] | [
"Customer Success Management",
"Use Customer Success Management",
"Customer success"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-cust-success-related-items.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-cust-success-related-items.html"><body id="accoun... | {
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"topic_id": "product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html"
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"title... | # Related items component in customer success records
The related items component provides access to related lists associated with engagements, touchpoints, customer plays, and internal plays
The related items component uses an expandable accordion format. You can expand the desired lists to see the related items. Th... | ---
title: Related items component in customer success records
description: The related items component provides access to related lists associated
with engagements, touchpoints, customer plays, and internal plays
keywords: []
breadcrumbs:
- Customer Success Management
- Use Customer Success Management
- Customer suc... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-data-import-valid.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-data-import-valid.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-data-import-valid.html | zurich | Data import and validation | Use this feature to streamline the migration and onboarding of customer data into the ServiceNow AI Platform. | [] | [
"Customer Success Management",
"Explore Customer Success Management",
"Account onboarding"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-data-import-valid.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-data-import-valid.html"><body id="account-lifecycle-data-i... | {
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"title... | # Data import and validation
Use this feature to streamline the migration and onboarding of customer data into the ServiceNow AI Platform.
The data import option enables you to organize and track tasks required for importing data and verify that the data is complete and accurate. It plays a critical role in onboardin... | ---
title: Data import and validation
description: Use this feature to streamline the migration and onboarding of customer
data into the ServiceNow AI Platform.
keywords: []
breadcrumbs:
- Customer Success Management
- Explore Customer Success Management
- Account onboarding
---
# Data import and validation
Use thi... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-dce-insights.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-dce-insights.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-dce-insights.html | zurich | Data Context Engine (DCE) Insights | DCE Insights is a Data Context Engine feature that enables you to display product usage and capability metrics based on the record type and the context. | [] | [
"Customer Success Management",
"Explore Customer Success Management",
"Customer success"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-dce-insights.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-dce-insights.html"><body id="account-lifecycle-dce-insights"><m... | {
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"topic_id": "product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html"
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{
"title... | # Data Context Engine (DCE) Insights
DCE Insights is a Data Context Engine feature that enables you to display product usage and capability metrics based on the record type and the context.
DCE Insights enables you to configure and display relevant metrics based on context and usage patterns. The system provides flex... | ---
title: Data Context Engine (DCE) Insights
description: DCE Insights is a Data Context Engine feature that enables you to display
product usage and capability metrics based on the record type and the context.
keywords: []
breadcrumbs:
- Customer Success Management
- Explore Customer Success Management
- Customer s... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-define-context-engine-mapper.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-define-context-engine-mapper.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-define-context-engine-mapper.html | zurich | Configure the Context Engine Mapper | After you have defined the data source, use the Context Engine Mapper to specify the record in the context table for which it is applicable. | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Customer success",
"Set up the Data Context Engine"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-define-context-engine-mapper.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-define-context-engine-mapper.html"><body id="ac... | {
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"title... | # Configure the Context Engine Mapper
After you have defined the data source, use the Context Engine Mapper to specify the record in the context table for which it is applicable.
The Context Engine Mapper is a framework that establishes mappings between source entities and their corresponding context entities, enabli... | ---
title: Configure the Context Engine Mapper
description: After you have defined the data source, use the Context Engine Mapper
to specify the record in the context table for which it is applicable.
keywords: []
breadcrumbs:
- Customer Success Management
- Configure Customer Success Management
- Customer success
- ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-define-data-source.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-define-data-source.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-define-data-source.html | zurich | Define the data source | Before calculating the health, product adoption, or product usage score, you must specify the source from which data is to be collected. Data can be collected either through key performance metrics and external sources, or can be calculated. | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Customer success",
"Set up the Data Context Engine"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-define-data-source.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-define-data-source.html"><body id="account-lifecycle-defi... | {
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"title... | # Define the data source
Before calculating the health, product adoption, or product usage score, you must specify the source from which data is to be collected. Data can be collected either through key performance metrics and external sources, or can
be calculated.
To define the data source, follow these steps:
1. ... | ---
title: Define the data source
description: Before calculating the health, product adoption, or product usage score,
you must specify the source from which data is to be collected. Data can be collected
either through key performance metrics and external sources, or can be calculated.
keywords: []
breadcrumbs:
-... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-domain-separation.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-domain-separation.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-domain-separation.html | zurich | 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",
"Customer Success Management reference"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-domain-separation.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-domain-separation.html"><body id="account-lifecycle-domain... | {
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"title": "Customer Success Management",
"topic_id": "product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html"
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{
"title... | # 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 se... | ---
title: Domain separation and Customer Success Management
description: 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,
i... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-engagement.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-engagement.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-engagement.html | zurich | Engagements | Engagements can document and track interactions between the service provider and customer accounts throughout the customer success journey. | [] | [
"Customer Success Management",
"Explore Customer Success Management",
"Customer success"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-engagement.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-engagement.html"><body id="account-lifecycle-engagement"><main ro... | {
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"title": "Customer Success Management",
"topic_id": "product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html"
},
{
"title... | # Engagements
Engagements can document and track interactions between the service provider and customer accounts throughout the customer success journey.
An engagement provides a centralized view of all activities related to an account. It maintains a historical log of all activities, like customer meetings, support ... | ---
title: Engagements
description: Engagements can document and track interactions between the service provider
and customer accounts throughout the customer success journey.
keywords: []
breadcrumbs:
- Customer Success Management
- Explore Customer Success Management
- Customer success
---
# Engagements
Engagemen... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-events-customer-success-about.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-events-customer-success-about.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-events-customer-success-about.html | zurich | Customer success | Learn how your organization can use the customer success solution to engage customers, run success plays to mitigate risks, and identify expansion opportunities. | [] | [
"Customer Success Management",
"Explore Customer Success Management"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-events-customer-success-about.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-events-customer-success-about.html"><body id="... | {
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"topic_id": "product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html"
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{
"title... | # Customer success
Learn how your organization can use the customer success solution to engage customers, run success plays to mitigate risks, and identify expansion opportunities.
Important: Account Lifecycle Events has been renamed to Customer Success Management in Zurich.
With the customer success solution, servic... | ---
title: Customer success
description: Learn how your organization can use the customer success solution to
engage customers, run success plays to mitigate risks, and identify expansion opportunities.
keywords: []
breadcrumbs:
- Customer Success Management
- Explore Customer Success Management
---
# Customer succe... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-events-landing-page.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-events-landing-page.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-events-landing-page.html | zurich | Configure Customer Success Management | Set up features and tasks required during the customer success journey. | [] | [
"Customer Success Management"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-events-landing-page.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-events-landing-page.html"><body id="account-lifecycle-ev... | {
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}
],
"breadcrumbs... | # Configure Customer Success Management
Set up features and tasks required during the customer success journey.
Important: Account Lifecycle Events has been renamed to Customer Success Management in Zurich.
Table 1. Customer Success Management configuration
| Task | Description |
| --- | --- |
| Activate Customer Su... | ---
title: Configure Customer Success Management
description: Set up features and tasks required during the customer success journey.
keywords: []
breadcrumbs:
- Customer Success Management
---
# Configure Customer Success Management
Set up features and tasks required during the customer success journey.
Important: ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-explore.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-explore.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-explore.html | zurich | Explore Customer Success Management | Customer Success Management enables technology industry providers to create a structured onboarding experience, define and track objectives, outcomes, milestones, and plans to achieve shared goals. | [] | [
"Customer Success Management"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-explore.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-explore.html"><body id="account-lifecycle-explore"><main role="main"... | {
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"topic_id": "product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html"
}
],
"breadcrumbs... | # Explore Customer Success Management
Customer Success Management enables technology industry providers to create a structured onboarding experience, define and track objectives, outcomes, milestones, and plans to achieve shared goals.
Important: Account Lifecycle Events has been renamed to Customer Success Managemen... | ---
title: Explore Customer Success Management
description: Customer Success Management enables technology industry providers to
create a structured onboarding experience, define and track objectives, outcomes,
milestones, and plans to achieve shared goals.
keywords: []
breadcrumbs:
- Customer Success Management
--... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-imp-record.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-imp-record.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-imp-record.html | zurich | Implementation record | Implementation records are used to track the progress of a partner or a customer implementing a product or a service. | [] | [
"Customer Success Management",
"Explore Customer Success Management",
"Customer success"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-imp-record.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-imp-record.html"><body id="account-lifecycle-imp-record"><main ro... | {
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{
"title... | # Implementation record
Implementation records are used to track the progress of a partner or a customer implementing a product or a service.
Implementation records capture the planned work items associated with an engagement such as owner, start and end dates, state, and progress. Technology service providers can mo... | ---
title: Implementation record
description: Implementation records are used to track the progress of a partner or
a customer implementing a product or a service.
keywords: []
breadcrumbs:
- Customer Success Management
- Explore Customer Success Management
- Customer success
---
# Implementation record
Implementat... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-manage-cust-succ-playbooks.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-manage-cust-succ-playbooks.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-manage-cust-succ-playbooks.html | zurich | Manage customer success playbooks | Create playbooks to define planned and unplanned activities during the engagement lifecycle. | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Customer success"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-manage-cust-succ-playbooks.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-manage-cust-succ-playbooks.html"><body id="accoun... | {
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"title... | # Manage customer success playbooks
Create playbooks to define planned and unplanned activities during the engagement lifecycle.
| ---
title: Manage customer success playbooks
description: Create playbooks to define planned and unplanned activities during the
engagement lifecycle.
keywords: []
breadcrumbs:
- Customer Success Management
- Configure Customer Success Management
- Customer success
---
# Manage customer success playbooks
Create pla... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-manage-engagement.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-manage-engagement.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-manage-engagement.html | zurich | Manage engagements | Configure metrics to calculate the health and risk score for an engagement. | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Customer success"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-manage-engagement.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-manage-engagement.html"><body id="account-lifecycle-manage... | {
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"title... | # Manage engagements
Configure metrics to calculate the health and risk score for an engagement.
| ---
title: Manage engagements
description: Configure metrics to calculate the health and risk score for an engagement.
keywords: []
breadcrumbs:
- Customer Success Management
- Configure Customer Success Management
- Customer success
---
# Manage engagements
Configure metrics to calculate the health and risk score fo... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-onboard-playbook.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-onboard-playbook.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-onboard-playbook.html | zurich | Onboarding playbook | The onboarding playbook has preconfigured activities to help bootstrap the creation of the onboarding experience. | [] | [
"Customer Success Management",
"Explore Customer Success Management",
"Account onboarding"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-onboard-playbook.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-onboard-playbook.html"><body id="account-lifecycle-onboard-... | {
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{
"title... | # Onboarding playbook
The onboarding playbook has preconfigured activities to help bootstrap the creation of the onboarding experience.
Within the playbook, there are five core activities that can be reused to create a number of actions across the whole workflow. The playbook serves as a template and can be configure... | ---
title: Onboarding playbook
description: The onboarding playbook has preconfigured activities to help bootstrap
the creation of the onboarding experience.
keywords: []
breadcrumbs:
- Customer Success Management
- Explore Customer Success Management
- Account onboarding
---
# Onboarding playbook
The onboarding pl... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-pad.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-pad.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-pad.html | zurich | Configure the onboarding playbook activities | Use Playbooks in Workflow Studio to configure the account onboarding playbook activities. | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Account onboarding"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-pad.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-pad.html"><body id="account-lifecycle-pad"><main role="main"><article ro... | {
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{
"title... | # Configure the onboarding playbook activities
Use Playbooks in Workflow Studio to configure the account onboarding playbook activities.
In Playbooks, an activity represents one step in your overall business process. You can sequence many activities together in the stages of your process. A stage is made up of many s... | ---
title: Configure the onboarding playbook activities
description: Use Playbooks in Workflow Studio to configure the account onboarding
playbook activities.
keywords: []
breadcrumbs:
- Customer Success Management
- Configure Customer Success Management
- Account onboarding
---
# Configure the onboarding playbook a... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-playbook-overview.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-playbook-overview.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-playbook-overview.html | zurich | Account onboarding | The account onboarding feature enables technology industry providers to define a structured, repeatable, onboarding experience. It enables collaboration, transparency, and insight for both internal staff members and external customers involved in the onboarding process. | [] | [
"Customer Success Management",
"Explore Customer Success Management"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-playbook-overview.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-playbook-overview.html"><body id="account-lifecycle-playbo... | {
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"title... | # Account onboarding
The account onboarding feature enables technology industry providers to define a structured, repeatable, onboarding experience. It enables collaboration, transparency, and insight for both internal staff members and external
customers involved in the onboarding process.
Important: Account Lifecyc... | ---
title: Account onboarding
description: The account onboarding feature enables technology industry providers
to define a structured, repeatable, onboarding experience. It enables collaboration,
transparency, and insight for both internal staff members and external customers
involved in the onboarding process.
... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-prod-cap-usage.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-prod-cap-usage.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-prod-cap-usage.html | zurich | View the product usage and capability data | View the product usage and capability data for a specific sold product over a period of time. | [] | [
"Customer Success Management",
"Use Customer Success Management",
"Customer success"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-prod-cap-usage.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-prod-cap-usage.html"><body id="account-lifecycle-prod-cap-usa... | {
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},
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"title... | # View the product usage and capability data
View the product usage and capability data for a specific sold product over a period of time.
Product usage data provides insights into how customers interact with a product. It encompasses various metrics and data points that help understand how effectively a product is b... | ---
title: View the product usage and capability data
description: View the product usage and capability data for a specific sold product
over a period of time.
keywords: []
breadcrumbs:
- Customer Success Management
- Use Customer Success Management
- Customer success
---
# View the product usage and capability dat... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-prod-usage-data-model.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-prod-usage-data-model.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-prod-usage-data-model.html | zurich | Product and capability usage records | The product and capability usage records are automatically created and updated when changes occur in sold product configurations, capability mappings, or in the data context engine. | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Customer success",
"Create a product capability"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-prod-usage-data-model.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-prod-usage-data-model.html"><body id="account-lifecycl... | {
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"title... | # Product and capability usage records
The product and capability usage records are automatically created and updated when changes occur in sold product configurations, capability mappings, or in the data context engine.
Product and capability usage records are created or updated when:
* A record is added or modifie... | ---
title: Product and capability usage records
description: The product and capability usage records are automatically created and
updated when changes occur in sold product configurations, capability mappings,
or in the data context engine.
keywords: []
breadcrumbs:
- Customer Success Management
- Configure Custo... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-product-adopt.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-product-adopt.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-product-adopt.html | zurich | Product adoption and capability usage | Product adoption and capability usage measure how effectively customers are adopting or engaging with a product. | [] | [
"Customer Success Management",
"Explore Customer Success Management",
"Customer success"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-product-adopt.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-product-adopt.html"><body id="account-lifecycle-product-adopt"... | {
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{
"title": "Customer Success Management",
"topic_id": "product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html"
},
{
"title... | # Product adoption and capability usage
Product adoption and capability usage measure how effectively customers are adopting or engaging with a product.
It provides insights into how a product is used and integrated into customer workflows. Product adoption and capability scores are calculated based on the product u... | ---
title: Product adoption and capability usage
description: Product adoption and capability usage measure how effectively customers
are adopting or engaging with a product.
keywords: []
breadcrumbs:
- Customer Success Management
- Explore Customer Success Management
- Customer success
---
# Product adoption and ca... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-risk-frmwrk.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-risk-frmwrk.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-risk-frmwrk.html | zurich | Risk framework | Centralize, track, and monitor relational risks and reduce customer churn. Identify risk signals and create repeatable remediation plans. | [] | [
"Customer Success Management",
"Explore Customer Success Management",
"Customer success"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-risk-frmwrk.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-risk-frmwrk.html"><body id="account-lifecycle-risk-frmwrk"><main... | {
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{
"title": "Customer Success Management",
"topic_id": "product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html"
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{
"title... | # Risk framework
Centralize, track, and monitor relational risks and reduce customer churn. Identify risk signals and create repeatable remediation plans.
Risks can affect the health of an engagement and jeopardize the chances of expansion or renewal. Customer success managers can use the risk signals to record and m... | ---
title: Risk framework
description: Centralize, track, and monitor relational risks and reduce customer churn.
Identify risk signals and create repeatable remediation plans.
keywords: []
breadcrumbs:
- Customer Success Management
- Explore Customer Success Management
- Customer success
---
# Risk framework
Centr... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-setup-metric-data.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-setup-metric-data.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-setup-metric-data.html | zurich | Data Context Engine | The Data Context Engine simplifies the data management process by capturing data from multiple sources and transforming it into actionable insights. | [] | [
"Customer Success Management",
"Explore Customer Success Management",
"Customer success"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-setup-metric-data.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-setup-metric-data.html"><body id="account-lifecycle-setup-... | {
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{
"title": "Customer Success Management",
"topic_id": "product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html"
},
{
"title... | # Data Context Engine
The Data Context Engine simplifies the data management process by capturing data from multiple sources and transforming it into actionable insights.
It enables you to generate actionable insights by associating data with specific tables and categorize it using breakdowns. With the Data Context E... | ---
title: Data Context Engine
description: The Data Context Engine simplifies the data management process by capturing
data from multiple sources and transforming it into actionable insights.
keywords: []
breadcrumbs:
- Customer Success Management
- Explore Customer Success Management
- Customer success
---
# Data ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-success-report-overview.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-success-report-overview.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-success-report-overview.html | zurich | Success report dashboard overview | The success report dashboard enables customer success managers to oversee and manage the overall customer portfolio. | [] | [
"Customer Success Management",
"Use Customer Success Management",
"Customer success"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-success-report-overview.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-success-report-overview.html"><body id="account-life... | {
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{
"title": "Customer Success Management",
"topic_id": "product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html"
},
{
"title... | # Success report dashboard overview
The success report dashboard enables customer success managers to oversee and manage the overall customer portfolio.
Customer success managers can use this dashboard to monitor engagement metrics, enable their teams to achieve their goals, and manage their own workload. Customer su... | ---
title: Success report dashboard overview
description: The success report dashboard enables customer success managers to oversee
and manage the overall customer portfolio.
keywords: []
breadcrumbs:
- Customer Success Management
- Use Customer Success Management
- Customer success
---
# Success report dashboard ov... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-success-report.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-success-report.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-success-report.html | zurich | Success report dashboard | Get an overall view of all your engagement and team status overview, risk indicators, onboarding and adoption insights, and expansion and renewal metrics. | [] | [
"Customer Success Management",
"Use Customer Success Management",
"Customer success",
"Success report dashboard overview"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-success-report.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-success-report.html"><body id="account-lifecycle-success-repo... | {
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{
"title": "Customer Success Management",
"topic_id": "product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html"
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{
"title... | # Success report dashboard
Get an overall view of all your engagement and team status overview, risk indicators, onboarding and adoption insights, and expansion and renewal metrics.
To view this page, follow these steps:
1. Login as a user with either the `sn_acct_lc.success_manager` and `sn_acct_lc_customer_success... | ---
title: Success report dashboard
description: Get an overall view of all your engagement and team status overview,
risk indicators, onboarding and adoption insights, and expansion and renewal metrics.
keywords: []
breadcrumbs:
- Customer Success Management
- Use Customer Success Management
- Customer success
- Suc... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-touchpoint-home.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-touchpoint-home.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-touchpoint-home.html | zurich | Touchpoint home page | During the engagement lifecycle, customer success agents schedule regular touchpoints with customers to evaluate progress, provide feedback, and offer guidance. | [] | [
"Customer Success Management",
"Use Customer Success Management",
"Customer success"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-touchpoint-home.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-touchpoint-home.html"><body id="account-lifecycle-touchpoint... | {
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{
"title": "Customer Success Management",
"topic_id": "product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html"
},
{
"title... | # Touchpoint home page
During the engagement lifecycle, customer success agents schedule regular touchpoints with customers to evaluate progress, provide feedback, and offer guidance.
Touchpoints enhance communication between customer success teams and customer throughout the engagement lifecycle. Regular touchpoints... | ---
title: Touchpoint home page
description: During the engagement lifecycle, customer success agents schedule regular
touchpoints with customers to evaluate progress, provide feedback, and offer guidance.
keywords: []
breadcrumbs:
- Customer Success Management
- Use Customer Success Management
- Customer success
---... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-touchpoints.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-touchpoints.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-touchpoints.html | zurich | Touchpoints | Customer success agents can schedule regular touchpoints during the life cycle of an engagement to evaluate progress, provide feedback, and offer guidance. | [] | [
"Customer Success Management",
"Explore Customer Success Management",
"Customer success"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-touchpoints.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-touchpoints.html"><body id="account-lifecycle-touchpoints"><main... | {
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{
"title": "Customer Success Management",
"topic_id": "product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html"
},
{
"title... | # Touchpoints
Customer success agents can schedule regular touchpoints during the life cycle of an engagement to evaluate progress, provide feedback, and offer guidance.
Touchpoints support conversations between providers and enterprise customers throughout the engagement life cycle. Touchpoints help capture and orga... | ---
title: Touchpoints
description: Customer success agents can schedule regular touchpoints during the life
cycle of an engagement to evaluate progress, provide feedback, and offer guidance.
keywords: []
breadcrumbs:
- Customer Success Management
- Explore Customer Success Management
- Customer success
---
# Touchp... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-use-cust-success.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-use-cust-success.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-use-cust-success.html | zurich | Customer success | Learn how your organization can use the customer success solution to engage with your customers, mitigate risks by running success plays, and identify opportunities for expansion and renewals. | [] | [
"Customer Success Management",
"Use Customer Success Management"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-use-cust-success.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-use-cust-success.html"><body id="account-lifecycle-use-cust... | {
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{
"title": "Customer Success Management",
"topic_id": "product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html"
},
{
"title... | # Customer success
Learn how your organization can use the customer success solution to engage with your customers, mitigate risks by running success plays, and identify opportunities for expansion and renewals.
Important: Account Lifecycle Events has been renamed to Customer Success Management in Zurich.
| ---
title: Customer success
description: Learn how your organization can use the customer success solution to
engage with your customers, mitigate risks by running success plays, and identify
opportunities for expansion and renewals.
keywords: []
breadcrumbs:
- Customer Success Management
- Use Customer Success Man... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-use-playbook-development.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-use-playbook-development.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-use-playbook-development.html | zurich | Development and automation | This phase is used to track and complete critical activities including account relationship management, maintenance scheduling, Service Level Agreement (SLA) definition, and Service Bridge installation (when required). | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Account onboarding",
"Set up the account onboarding playbook"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-use-playbook-development.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-use-playbook-development.html"><body id="account-li... | {
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"title": "Customer Success Management",
"topic_id": "product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html"
},
{
"title... | # Development and automation
This phase is used to track and complete critical activities including account relationship management, maintenance scheduling, Service Level Agreement (SLA) definition, and Service Bridge installation (when required).
| Stage | Activity | Details |
| --- | --- | --- |
| Development & Aut... | ---
title: Development and automation
description: This phase is used to track and complete critical activities including
account relationship management, maintenance scheduling, Service Level Agreement
(SLA) definition, and Service Bridge installation (when required).
keywords: []
breadcrumbs:
- Customer Success M... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-use-playbook-test-golive.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-use-playbook-test-golive.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-use-playbook-test-golive.html | zurich | Testing, training, and go-live | These phases are designed to involve customers in testing and confirm that they have received adequate training before the go-live date. | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Account onboarding",
"Set up the account onboarding playbook"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-use-playbook-test-golive.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-use-playbook-test-golive.html"><body id="account-li... | {
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{
"title": "Customer Success Management",
"topic_id": "product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html"
},
{
"title... | # Testing, training, and go-live
These phases are designed to involve customers in testing and confirm that they have received adequate training before the go-live date.
| Stage | Activity | Details |
| --- | --- | --- |
| Testing & Training | | The following tasks are available with the base system: * Go-live chan... | ---
title: Testing, training, and go-live
description: These phases are designed to involve customers in testing and confirm
that they have received adequate training before the go-live date.
keywords: []
breadcrumbs:
- Customer Success Management
- Configure Customer Success Management
- Account onboarding
- Set up ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-use-playbook.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-use-playbook.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-use-playbook.html | zurich | Set up the account onboarding playbook | Use the account onboarding playbook to import, stage, manage, and publish account data. | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Account onboarding"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-use-playbook.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-use-playbook.html"><body id="account-lifecycle-use-playbook"><m... | {
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{
"title": "Customer Success Management",
"topic_id": "product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html"
},
{
"title... | # Set up the account onboarding playbook
Use the account onboarding playbook to import, stage, manage, and publish account data.
Note: Some features in the account onboarding playbook aren’t working correctly. To address this issue, you must install the Playbook Experience 26.1.2 application from the ServiceNow Store... | ---
title: Set up the account onboarding playbook
description: Use the account onboarding playbook to import, stage, manage, and publish
account data.
keywords: []
breadcrumbs:
- Customer Success Management
- Configure Customer Success Management
- Account onboarding
---
# Set up the account onboarding playbook
Use... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-use.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-use.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-use.html | zurich | Account onboarding | With the account onboarding solution, service providers can repeatedly define, measure, and collaborate with customers on the activities needed to onboard rapidly. | [] | [
"Customer Success Management",
"Use Customer Success Management"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-use.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-use.html"><body id="account-lifecycle-use"><main role="main"><article ro... | {
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{
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"topic_id": "product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html"
},
{
"title... | # Account onboarding
With the account onboarding solution, service providers can repeatedly define, measure, and collaborate with customers on the activities needed to onboard rapidly.
Important: Account Lifecycle Events has been renamed to Customer Success Management in Zurich.
| ---
title: Account onboarding
description: With the account onboarding solution, service providers can repeatedly
define, measure, and collaborate with customers on the activities needed to onboard
rapidly.
keywords: []
breadcrumbs:
- Customer Success Management
- Use Customer Success Management
---
# Account onbo... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-view-engage.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifecycle-view-engage.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifecycle-view-engage.html | zurich | Engagement home page | This page provides detailed information of an engagement including internal and external stakeholders, upcoming touchpoints, initiatives, and blueprints. | [] | [
"Customer Success Management",
"Use Customer Success Management",
"Customer success"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-view-engage.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifecycle-view-engage.html"><body id="account-lifecycle-view-engage"><main... | {
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{
"title": "Customer Success Management",
"topic_id": "product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html"
},
{
"title... | # Engagement home page
This page provides detailed information of an engagement including internal and external stakeholders, upcoming touchpoints, initiatives, and blueprints.
To view this page, follow these steps:
1. Login as a user with the `sn_acct_lc.customer_success_agent` role.
2. Navigate to Workspaces > C... | ---
title: Engagement home page
description: This page provides detailed information of an engagement including internal
and external stakeholders, upcoming touchpoints, initiatives, and blueprints.
keywords: []
breadcrumbs:
- Customer Success Management
- Use Customer Success Management
- Customer success
---
# Eng... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifeycle-health-frmwk.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/concept/account-lifeycle-health-frmwk.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/concept/account-lifeycle-health-frmwk.html | zurich | Health framework | Define key business and operational indicators and their impact on the overall health of an engagement. | [] | [
"Customer Success Management",
"Explore Customer Success Management",
"Customer success"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifeycle-health-frmwk.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/concept/account-lifeycle-health-frmwk.html"><body id="account-lifeycle-health-frmwk"><main... | {
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{
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"topic_id": "product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html"
},
{
"title... | # Health framework
Define key business and operational indicators and their impact on the overall health of an engagement.
Customer success managers can use the health score to assess the status of an engagement, whether it’s stable or in decline. They can use key business and operational indicators to define and mea... | ---
title: Health framework
description: Define key business and operational indicators and their impact on the
overall health of an engagement.
keywords: []
breadcrumbs:
- Customer Success Management
- Explore Customer Success Management
- Customer success
---
# Health framework
Define key business and operational... |
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"Customer Success Management"
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"breadcrumbs... | # Use Customer Success Management
Define and track objectives, outcomes, milestones, and plans to achieve shared goals.
Important: Account Lifecycle Events has been renamed to Customer Success Management in Zurich.
| ---
title: Use Customer Success Management
description: Define and track objectives, outcomes, milestones, and plans to achieve
shared goals.
keywords: []
breadcrumbs:
- Customer Success Management
---
# Use Customer Success Management
Define and track objectives, outcomes, milestones, and plans to achieve shared g... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/reference/account-lifecycle-customer-success-responsibilities.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/reference/account-lifecycle-customer-success-responsibilities.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/reference/account-lifecycle-customer-success-responsibilities.html | zurich | Customer success management responsibilities | Responsibilities added with Customer Success Management. | [] | [
"Customer Success Management",
"Customer Success Management reference"
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"title... | # Customer success management responsibilities
Responsibilities added with Customer Success Management.
| Responsibilities | Description |
| --- | --- |
| Relationship Manager | Maintains ongoing strategic engagement with the customer. Verifies value delivery, stakeholder alignment, and long-term satisfaction. |
| Es... | ---
title: Customer success management responsibilities
description: Responsibilities added with Customer Success Management.
keywords: []
breadcrumbs:
- Customer Success Management
- Customer Success Management reference
---
# Customer success management responsibilities
Responsibilities added with Customer Success ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/reference/account-lifecycle-dce-insights-table.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/reference/account-lifecycle-dce-insights-table.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/reference/account-lifecycle-dce-insights-table.html | zurich | DCE Insights tables | DCE Insights is a feature of the Data Context Engine that enhances how users view and interact with data directly on record pages and includes the following tables | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Customer success",
"Set up the Data Context Engine",
"Configure DCE Visualizations"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/reference/account-lifecycle-dce-insights-table.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/reference/account-lifecycle-dce-insights-table.html"><body id="account-lifecycle-... | {
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"title... | # DCE Insights tables
DCE Insights is a feature of the Data Context Engine that enhances how users view and interact with data directly on record pages and includes the following tables
## DCE Visualization
DCE Visualization enables users to configure data sources, define baselines and targets, and apply aggregation... | ---
title: DCE Insights tables
description: DCE Insights is a feature of the Data Context Engine that enhances how
users view and interact with data directly on record pages and includes the following
tables
keywords: []
breadcrumbs:
- Customer Success Management
- Configure Customer Success Management
- Customer s... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html | zurich | Customer Success Management | The ServiceNow® Customer Success Management application enables service providers to streamline, automate, and measure critical workflows across the entire enterprise customer journey—from onboarding and adoption to renewals. | [] | [] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html"><body id="account-lifecycle-events-l... | {
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"breadcrumbs_html": "<a href=\"https://servicenow-be-prod.servicenow.com/bundle/zurich-acct-lifecycle-events\">Zurich Customer Success Management</a>\n<span><i class=\"fa ... | # Customer Success Management
The ServiceNow®
Customer Success Management application enables service providers to streamline, automate, and measure critical workflows across the entire enterprise customer journey—from onboarding and adoption to renewals.
Important: Account Lifecycle Events has been renamed to Custom... | ---
title: Customer Success Management
description: "The ServiceNow\xAE Customer Success Management application enables service\
\ providers to streamline, automate, and measure critical workflows across the entire\
\ enterprise customer journey\u2014from onboarding and adoption to renewals."
keywords: []
breadcrum... |
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"Customer Success Management"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/reference/account-lifecycle-reference.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/reference/account-lifecycle-reference.html"><body id="account-lifecycle-reference"><main r... | {
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"breadcrumbs... | # 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 ... | ---
title: Customer Success Management reference
description: Reference topics provide additional information about Customer Success
Management application.
keywords: []
breadcrumbs:
- Customer Success Management
---
# Customer Success Management reference
Reference topics provide additional information about Custo... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/reference/account-lifecycle-success-business-rules.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/reference/account-lifecycle-success-business-rules.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/reference/account-lifecycle-success-business-rules.html | zurich | Customer success management business rules | This section includes the Customer Success Management business rules. | [] | [
"Customer Success Management",
"Customer Success Management reference"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/reference/account-lifecycle-success-business-rules.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/reference/account-lifecycle-success-business-rules.html"><body id="account-li... | {
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"title... | # Customer success management business rules
This section includes the Customer Success Management business rules.
| Business rule | Table | Description |
| --- | --- | --- |
| Domain - Set Domain | Engagement | Sets the domain information. |
| Required fields for engagement | Engagement | Validates required fields. ... | ---
title: Customer success management business rules
description: This section includes the Customer Success Management business rules.
keywords: []
breadcrumbs:
- Customer Success Management
- Customer Success Management reference
---
# Customer success management business rules
This section includes the Customer S... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/reference/account-lifecycle-success-roles.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/reference/account-lifecycle-success-roles.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/reference/account-lifecycle-success-roles.html | zurich | Customer success management roles | Roles added with Customer Success Management. | [] | [
"Customer Success Management",
"Customer Success Management reference"
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"title... | # Customer success management roles
Roles added with Customer Success Management.
| Role title | Description | Contains roles | User persona |
| --- | --- | --- | --- |
| sn\_ti\_core.delete | Role for delete access on records of Technology case table and Customer Success Choice. | | |
| sn\_ti\_core.admin | Admin ... | ---
title: Customer success management roles
description: Roles added with Customer Success Management.
keywords: []
breadcrumbs:
- Customer Success Management
- Customer Success Management reference
---
# Customer success management roles
Roles added with Customer Success Management.
| Role title | Description | Co... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-activate.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-activate.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/task/account-lifecycle-activate.html | zurich | 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. | [] | [
"Customer Success Management",
"Configure Customer Success Management"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-activate.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-activate.html"><body id="account-lifecycle-activate"><main role="main"><a... | {
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"title... | # 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.
## Before you begin
Role required: sn\_customerservice.customer\_admin
## About this task
The Customer Succ... | ---
title: Activate Customer Success Management
description: "The Customer Success Management (com.sn_acct_lc) plugin is available\
\ as a separate subscription. This plugin activates related plugins, if they aren\u2019\
t already active."
keywords: []
breadcrumbs:
- Customer Success Management
- Configure Customer... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-ale-choice.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-ale-choice.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/task/account-lifecycle-ale-choice.html | zurich | Create a Customer Success Choice record | Create a record to set up the categories for the customer success choices. | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Customer success",
"Basic customer success setup"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-ale-choice.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-ale-choice.html"><body id="account-lifecycle-ale-choice"><main role="ma... | {
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"title... | # Create a Customer Success Choice record
Create a record to set up the categories for the customer success choices.
## Before you begin
Role required: sn\_ti\_core.write
## Procedure
1. Navigate to Workspace > CSM/FSM Configurable Workspace and select the List icon.
2. Navigate to the Customer Success > Customer ... | ---
title: Create a Customer Success Choice record
description: Create a record to set up the categories for the customer success choices.
keywords: []
breadcrumbs:
- Customer Success Management
- Configure Customer Success Management
- Customer success
- Basic customer success setup
---
# Create a Customer Success Ch... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-cancel-case.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-cancel-case.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/task/account-lifecycle-cancel-case.html | zurich | Close or cancel an account onboarding case | You can close or cancel an account boarding case and all the related activities. | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Account onboarding",
"Set up the account onboarding playbook"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-cancel-case.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-cancel-case.html"><body id="account-lifecycle-cancel-case"><main role=... | {
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"title... | # Close or cancel an account onboarding case
You can close or cancel an account boarding case and all the related activities.
## Before you begin
Role required: sn\_acct\_lc.agent
## Procedure
1. Navigate to Workspace > CSM/FSM Configurable Workspace and select the List icon.
2. Navigate to the Customer Success > ... | ---
title: Close or cancel an account onboarding case
description: You can close or cancel an account boarding case and all the related
activities.
keywords: []
breadcrumbs:
- Customer Success Management
- Configure Customer Success Management
- Account onboarding
- Set up the account onboarding playbook
---
# Close... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-cancel-success-case.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-cancel-success-case.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/task/account-lifecycle-cancel-success-case.html | zurich | Close or cancel a customer play | You can close or cancel a customer play and all the related tasks. | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Customer success",
"Manage customer success playbooks",
"Create a customer play"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-cancel-success-case.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-cancel-success-case.html"><body id="account-lifecycle-cancel-s... | {
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"title... | # Close or cancel a customer play
You can close or cancel a customer play and all the related tasks.
## Before you begin
Role required: sn\_acct\_lc.customer\_success\_agent
## Procedure
1. Navigate to Workspace > CSM/FSM Configurable Workspace and select the List icon.
2. Navigate to the Customer Success > All Cu... | ---
title: Close or cancel a customer play
description: You can close or cancel a customer play and all the related tasks.
keywords: []
breadcrumbs:
- Customer Success Management
- Configure Customer Success Management
- Customer success
- Manage customer success playbooks
- Create a customer play
---
# Close or cance... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-config-zoom-sum.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-config-zoom-sum.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/task/account-lifecycle-config-zoom-sum.html | zurich | Configure Zoom to create a touchpoint meeting summary | Set up the Zoom spoke integration and the bi-directional web hook to generate summaries for virtual touchpoint meetings. | [] | [
"Customer Success Management",
"Use Customer Success Management",
"Customer success",
"Touchpoint home page"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-config-zoom-sum.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-config-zoom-sum.html"><body id="account-lifecycle-config-zoom-sum"... | {
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"title... | # Configure Zoom to create a touchpoint meeting summary
Set up the Zoom spoke integration and the bi-directional web hook to generate summaries for virtual touchpoint meetings.
## Before you begin
Role required: sn\_acct\_lc.customer\_success\_application\_admin
## Procedure
1. To configure the Zoom spoke, follow ... | ---
title: Configure Zoom to create a touchpoint meeting summary
description: Set up the Zoom spoke integration and the bi-directional web hook to
generate summaries for virtual touchpoint meetings.
keywords: []
breadcrumbs:
- Customer Success Management
- Use Customer Success Management
- Customer success
- Touchpoi... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-configure-dce-visual.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-configure-dce-visual.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/task/account-lifecycle-configure-dce-visual.html | zurich | Configure DCE Visualizations | Use the DCE Visualizations option to configure data sources, define baselines and targets, and apply aggregation rules. You can also define specific conditions to customize the data displayed. | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Customer success",
"Set up the Data Context Engine"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-configure-dce-visual.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-configure-dce-visual.html"><body id="account-lifecycle-config... | {
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"title... | # Configure DCE Visualizations
Use the DCE Visualizations option to configure data sources, define baselines and targets, and apply aggregation rules. You can also define specific conditions to customize the data displayed.
## Before you begin
Role required: sn\_acct\_lc.customer\_success\_application\_admin
## Pro... | ---
title: Configure DCE Visualizations
description: Use the DCE Visualizations option to configure data sources, define baselines
and targets, and apply aggregation rules. You can also define specific conditions
to customize the data displayed.
keywords: []
breadcrumbs:
- Customer Success Management
- Configure Cu... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-configure-simple.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-configure-simple.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/task/account-lifecycle-configure-simple.html | zurich | Configure Customer success onboarding tasks in playbook | You can configure customer success onboarding tasks in a playbook using the Process Automation Designer. | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Account onboarding",
"Configure the onboarding playbook activities"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-configure-simple.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-configure-simple.html"><body id="account-lifecycle-configure-simp... | {
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"title": "Customer Success Management",
"topic_id": "product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html"
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{
"title... | # Configure Customer success onboarding tasks in playbook
You can configure customer success onboarding tasks in a playbook using the Process Automation Designer.
## Before you begin
Role required:
* sn\_acct\_lc.agent
* One or more Playbooks roles. See Playbooks roles for details.
## About this task
You can add,... | ---
title: Configure Customer success onboarding tasks in playbook
description: You can configure customer success onboarding tasks in a playbook using
the Process Automation Designer.
keywords: []
breadcrumbs:
- Customer Success Management
- Configure Customer Success Management
- Account onboarding
- Configure the ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-create-ale-defn.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-create-ale-defn.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/task/account-lifecycle-create-ale-defn.html | zurich | Create a Customer success Definition record | Create a Customer Success Definition record to set up categories and sub categories for success play workflows. | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Customer success",
"Basic customer success setup"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-create-ale-defn.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-create-ale-defn.html"><body id="account-lifecycle-create-ale-defn"... | {
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"title": "Customer Success Management",
"topic_id": "product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html"
},
{
"title... | # Create a Customer success Definition record
Create a Customer Success Definition record to set up categories and sub categories for success play workflows.
## Before you begin
* The subflow used to trigger the success workflow must be defined.
* Role required: sn\_acct\_lc.ale\_success\_play\_admin
## About this ... | ---
title: Create a Customer success Definition record
description: Create a Customer Success Definition record to set up categories and
sub categories for success play workflows.
keywords: []
breadcrumbs:
- Customer Success Management
- Configure Customer Success Management
- Customer success
- Basic customer succes... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-create-applicable-outcome.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-create-applicable-outcome.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/task/account-lifecycle-create-applicable-outcome.html | zurich | Create an applicable success outcome | Create the applicable success outcomes to support the primary success outcome. | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Customer success",
"Basic customer success setup",
"Create a success initiative"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-create-applicable-outcome.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-create-applicable-outcome.html"><body id="account-lifecy... | {
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{
"title": "Customer Success Management",
"topic_id": "product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html"
},
{
"title... | # Create an applicable success outcome
Create the applicable success outcomes to support the primary success outcome.
## Before you begin
Role required: sn\_acct\_lc.customer\_success\_agent
## Procedure
1. Navigate to All > CSM/FSM Configurable Workspace > All > All Initiatives.
2. Open the success initiative for... | ---
title: Create an applicable success outcome
description: Create the applicable success outcomes to support the primary success
outcome.
keywords: []
breadcrumbs:
- Customer Success Management
- Configure Customer Success Management
- Customer success
- Basic customer success setup
- Create a success initiative
--... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-create-crm-task.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-create-crm-task.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/task/account-lifecycle-create-crm-task.html | zurich | Create a task in Microsoft Dynamics CRM | Create a task in the Microsoft Dynamics CRM platform from your ServiceNow instance and receive updates to the task in your ServiceNow instance. | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Customer success",
"Enable integration with Microsoft Dynamics CRM"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-create-crm-task.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-create-crm-task.html"><body id="account-lifecycle-create-crm-task"... | {
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{
"title": "Customer Success Management",
"topic_id": "product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html"
},
{
"title... | # Create a task in Microsoft Dynamics CRM
Create a task in the Microsoft Dynamics CRM platform from your ServiceNow instance and receive updates to the task in your ServiceNow instance.
## Before you begin
Role required: sn\_acct\_lc.customer\_success\_agent
## Procedure
1. Navigate to All > Customer Success > All... | ---
title: Create a task in Microsoft Dynamics CRM
description: Create a task in the Microsoft Dynamics CRM platform from your ServiceNow
instance and receive updates to the task in your ServiceNow instance.
keywords: []
breadcrumbs:
- Customer Success Management
- Configure Customer Success Management
- Customer suc... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-create-engage.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-create-engage.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/task/account-lifecycle-create-engage.html | zurich | Create an engagement | Create an engagement record that centralizes all internal and external activities that are involved in the customer success journey. | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Customer success",
"Basic customer success setup"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-create-engage.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-create-engage.html"><body id="account-lifecycle-create-engage"><main... | {
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},
{
"title... | # Create an engagement
Create an engagement record that centralizes all internal and external activities that are involved in the customer success journey.
## Before you begin
Role required: sn\_acct\_lc.customer\_success\_agent
## About this task
After the account onboarding has been completed, the next step is t... | ---
title: Create an engagement
description: Create an engagement record that centralizes all internal and external
activities that are involved in the customer success journey.
keywords: []
breadcrumbs:
- Customer Success Management
- Configure Customer Success Management
- Customer success
- Basic customer success ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-create-imp-record.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-create-imp-record.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/task/account-lifecycle-create-imp-record.html | zurich | Create an implementation record | Track the progress of a partner or customer implementing a product or a service. | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Customer success"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-create-imp-record.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-create-imp-record.html"><body id="account-lifecycle-create-imp-r... | {
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{
"title... | # Create an implementation record
Track the progress of a partner or customer implementing a product or a service.
## Before you begin
Role required: sn\_acct\_lc.customer\_success\_application\_admin, sn\_acct\_lc.agent, sn\_acct\_lc.customer\_success\_agent
## Procedure
1. Navigate to Workspace > CSM/FSM Configu... | ---
title: Create an implementation record
description: Track the progress of a partner or customer implementing a product or
a service.
keywords: []
breadcrumbs:
- Customer Success Management
- Configure Customer Success Management
- Customer success
---
# Create an implementation record
Track the progress of a pa... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-create-object.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-create-object.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/task/account-lifecycle-create-object.html | zurich | Create a success objective | Create a success objective that represents the value of the products sold to the customer. | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Customer success",
"Basic customer success setup"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-create-object.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-create-object.html"><body id="account-lifecycle-create-object"><main... | {
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"topic_id": "product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html"
},
{
"title... | # Create a success objective
Create a success objective that represents the value of the products sold to the customer.
## Before you begin
Role required: sn\_acct\_lc.customer\_success\_agent
## About this task
A success objective represents that value of one or more products purchased by the customer. Objectives... | ---
title: Create a success objective
description: Create a success objective that represents the value of the products
sold to the customer.
keywords: []
breadcrumbs:
- Customer Success Management
- Configure Customer Success Management
- Customer success
- Basic customer success setup
---
# Create a success object... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-create-outcome.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-create-outcome.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/task/account-lifecycle-create-outcome.html | zurich | Create a primary success outcome | Create a primary success outcome that can be used to measure the achievement of a success objective. | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Customer success",
"Basic customer success setup"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-create-outcome.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-create-outcome.html"><body id="account-lifecycle-create-outcome"><m... | {
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"title": "Customer Success Management",
"topic_id": "product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html"
},
{
"title... | # Create a primary success outcome
Create a primary success outcome that can be used to measure the achievement of a success objective.
## Before you begin
Role required: sn\_acct\_lc.customer\_success\_agent
## About this task
Primary success outcomes are measurable components of success objectives. They’re both ... | ---
title: Create a primary success outcome
description: Create a primary success outcome that can be used to measure the achievement
of a success objective.
keywords: []
breadcrumbs:
- Customer Success Management
- Configure Customer Success Management
- Customer success
- Basic customer success setup
---
# Create ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-create-prod-cap.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-create-prod-cap.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/task/account-lifecycle-create-prod-cap.html | zurich | Create a product capability | Create a product capability record and associate with one or more capability usage records. | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Customer success"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-create-prod-cap.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-create-prod-cap.html"><body id="account-lifecycle-create-prod-cap"... | {
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"topic_id": "product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html"
},
{
"title... | # Create a product capability
Create a product capability record and associate with one or more capability usage records.
## About this task
Product capability refers to specific features or functions that a product offers. You can monitor the adoption and usage of specific product capabilities and gain insights int... | ---
title: Create a product capability
description: Create a product capability record and associate with one or more capability
usage records.
keywords: []
breadcrumbs:
- Customer Success Management
- Configure Customer Success Management
- Customer success
---
# Create a product capability
Create a product capabi... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-create-renewal-playbook.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-create-renewal-playbook.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/task/account-lifecycle-create-renewal-playbook.html | zurich | Create a renewal playbook | Create a renewal playbook to define processes to simplify contract renewals and identify expansion opportunities. | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Customer success",
"Manage customer success playbooks"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-create-renewal-playbook.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-create-renewal-playbook.html"><body id="account-lifecycle-... | {
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"title": "Customer Success Management",
"topic_id": "product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html"
},
{
"title... | # Create a renewal playbook
Create a renewal playbook to define processes to simplify contract renewals and identify expansion opportunities.
## Before you begin
Role required: sn\_acct\_lc.customer\_success\_agent
## Procedure
1. Navigate to Workspace > CSM/FSM Configurable Workspace and select the List icon.
2. ... | ---
title: Create a renewal playbook
description: Create a renewal playbook to define processes to simplify contract renewals
and identify expansion opportunities.
keywords: []
breadcrumbs:
- Customer Success Management
- Configure Customer Success Management
- Customer success
- Manage customer success playbooks
---... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-create-success-case-playbook.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-create-success-case-playbook.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/task/account-lifecycle-create-success-case-playbook.html | zurich | Create a customer play | Create a customer play to define planned and unplanned activities that are required to support an engagement. The customer play playbook is your starting point to configure the success processes required in your organization. | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Customer success",
"Manage customer success playbooks"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-create-success-case-playbook.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-create-success-case-playbook.html"><body id="account-... | {
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},
{
"title... | # Create a customer play
Create a customer play to define planned and unplanned activities that are required to support an engagement. The customer play playbook is your starting point to configure the success processes required in your
organization.
## Before you begin
Role required: sn\_acct\_lc.customer\_success\... | ---
title: Create a customer play
description: Create a customer play to define planned and unplanned activities that
are required to support an engagement. The customer play playbook is your starting
point to configure the success processes required in your organization.
keywords: []
breadcrumbs:
- Customer Succes... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-create-success-case-task.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-create-success-case-task.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/task/account-lifecycle-create-success-case-task.html | zurich | Create a customer play task | Create a customer play task to define a planned action that a provider or customer must complete in support of a customer play. A customer play task must be clearly defined and can be visible to internal stakeholders or external | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Customer success",
"Manage customer success playbooks",
"Create a customer play",
"Create a customer play record"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-create-success-case-task.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-create-success-case-task.html"><body id="account-lifecycl... | {
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"topic_id": "product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html"
},
{
"title... | # Create a customer play task
Create a customer play task to define a planned action that a provider or customer must complete in support of a customer play. A customer play task must be clearly defined and can be visible to internal stakeholders or
external customers.
## Before you begin
Role required: sn\_acct\_lc... | ---
title: Create a customer play task
description: Create a customer play task to define a planned action that a provider
or customer must complete in support of a customer play. A customer play task must
be clearly defined and can be visible to internal stakeholders or external
keywords: []
breadcrumbs:
- Custome... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-create-success-case.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-create-success-case.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/task/account-lifecycle-create-success-case.html | zurich | Create a customer play record | Create a customer play to specify an unplanned activity required to support an engagement. customer plays can be monitored by the customer during the engagement life cycle. | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Customer success",
"Manage customer success playbooks",
"Create a customer play"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-create-success-case.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-create-success-case.html"><body id="account-lifecycle-create-s... | {
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"title": "Customer Success Management",
"topic_id": "product/tmt-account-lifecycle/reference/account-lifecycle-events-landing.html"
},
{
"title... | # Create a customer play record
Create a customer play to specify an unplanned activity required to support an engagement. customer plays can be monitored by the customer during the engagement life cycle.
## Before you begin
Role required: sn\_acct\_lc.customer\_success\_agent
## About this task
A customer play is... | ---
title: Create a customer play record
description: Create a customer play to specify an unplanned activity required to support
an engagement. customer plays can be monitored by the customer during the engagement
life cycle.
keywords: []
breadcrumbs:
- Customer Success Management
- Configure Customer Success Mana... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-data-valid-assist.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-data-valid-assist.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/task/account-lifecycle-data-valid-assist.html | zurich | Configure data validation using the Data Validation Assist table | Create field and record level validations in the Data validation assist table. | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Account onboarding",
"Set up the account onboarding playbook",
"Data capture and validation"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-data-valid-assist.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-data-valid-assist.html"><body id="account-lifecycle-data-valid-a... | {
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"title... | # Configure data validation using the Data Validation Assist table
Create field and record level validations in the Data validation assist table.
## Before you begin
Role required: admin
## About this task
Several pre-defined validations are available with the base system. When data is imported during the account ... | ---
title: Configure data validation using the Data Validation Assist table
description: Create field and record level validations in the Data validation assist
table.
keywords: []
breadcrumbs:
- Customer Success Management
- Configure Customer Success Management
- Account onboarding
- Set up the account onboarding p... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-define-data-source-calculate.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-define-data-source-calculate.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/task/account-lifecycle-define-data-source-calculate.html | zurich | Define a calculated metric data source | Define dynamic metrics using formulas based on other metrics. | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Customer success",
"Set up the Data Context Engine",
"Define the data source"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-define-data-source-calculate.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-define-data-source-calculate.html"><body id="account-... | {
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{
"title... | # Define a calculated metric data source
Define dynamic metrics using formulas based on other metrics.
## Before you begin
* Role required: sn\_acct\_lc.customer\_success\_application\_admin
* Configuration guidelines:
+ Select at least one Context table that matches the Breakdown table.
+ Configure calculated m... | ---
title: Define a calculated metric data source
description: Define dynamic metrics using formulas based on other metrics.
keywords: []
breadcrumbs:
- Customer Success Management
- Configure Customer Success Management
- Customer success
- Set up the Data Context Engine
- Define the data source
---
# Define a calcul... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-import-builder.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-import-builder.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/task/account-lifecycle-import-builder.html | zurich | Configure the account onboarding data import task | Use the Import Builder to configure the account onboarding data import task. | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Account onboarding",
"Set up the account onboarding playbook",
"Data capture and validation"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-import-builder.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-import-builder.html"><body id="account-lifecycle-import-builder"><m... | {
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"title... | # Configure the account onboarding data import task
Use the Import Builder to configure the account onboarding data import task.
## Before you begin
* Role required: sn\_acct\_lc\_agent
* One or more Playbooks roles. See Playbooks roles for details.
* Confirm that you are in the same application scope in which the t... | ---
title: Configure the account onboarding data import task
description: Use the Import Builder to configure the account onboarding data import
task.
keywords: []
breadcrumbs:
- Customer Success Management
- Configure Customer Success Management
- Account onboarding
- Set up the account onboarding playbook
- Data ca... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-import-data.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-import-data.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/task/account-lifecycle-import-data.html | zurich | Import data into the account onboarding playbook | As part of the Customer Success Management process, you can import, configure, and publish data. | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Account onboarding",
"Set up the account onboarding playbook",
"Data capture and validation"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-import-data.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-import-data.html"><body id="account-lifecycle-import-data"><main role=... | {
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"title... | # Import data into the account onboarding playbook
As part of the Customer Success Management process, you can import, configure, and publish data.
## Before you begin
* Role required: admin
## About this task
After completing the first stage in the Customer Success Management playbook, you can continue with the D... | ---
title: Import data into the account onboarding playbook
description: As part of the Customer Success Management process, you can import, configure,
and publish data.
keywords: []
breadcrumbs:
- Customer Success Management
- Configure Customer Success Management
- Account onboarding
- Set up the account onboarding... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-risk_signal_solution.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-risk_signal_solution.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/task/account-lifecycle-risk_signal_solution.html | zurich | Define risk signal to solution relationship | Use this option to associate a risk signal with an internal play or a success case. | [] | [
"Customer Success Management",
"Use Customer Success Management",
"Customer success",
"Risk portfolio dashboard"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-risk_signal_solution.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-risk_signal_solution.html"><body id="account-lifecycle-risk_s... | {
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"title... | # Define risk signal to solution relationship
Use this option to associate a risk signal with an internal play or a success case.
## Before you begin
* Role required: sn\_acct\_lc.customer\_success\_agent
* Risk signals, internal plays, and success cases must have been defined.
## Procedure
1. Navigate to the All ... | ---
title: Define risk signal to solution relationship
description: Use this option to associate a risk signal with an internal play or a
success case.
keywords: []
breadcrumbs:
- Customer Success Management
- Use Customer Success Management
- Customer success
- Risk portfolio dashboard
---
# Define risk signal to s... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-setup-color-banding.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-setup-color-banding.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/task/account-lifecycle-setup-color-banding.html | zurich | Setup the color banding table | Use the color banding table to set up how the engagement health score is visually represented in the Success Landing and Engagement pages. | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Customer success",
"Manage engagements"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-setup-color-banding.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-setup-color-banding.html"><body id="account-lifecycle-setup-co... | {
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"title... | # Setup the color banding table
Use the color banding table to set up how the engagement health score is visually represented in the Success Landing and Engagement pages.
## Before you begin
Role required: sn\_acct\_lc.customer\_success\_agent
## Procedure
1. Navigate to All > Success Configurations > Color Bandin... | ---
title: Setup the color banding table
description: Use the color banding table to set up how the engagement health score
is visually represented in the Success Landing and Engagement pages.
keywords: []
breadcrumbs:
- Customer Success Management
- Configure Customer Success Management
- Customer success
- Manage e... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-setup-dce.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-setup-dce.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/task/account-lifecycle-setup-dce.html | zurich | Set up the Data Context Engine | Configure the Data Context Engine to collect data from different data sources and associate it with a relevant context table. | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Customer success"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-setup-dce.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-setup-dce.html"><body id="account-lifecycle-setup-dce"><main role="main"... | {
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"title... | # Set up the Data Context Engine
Configure the Data Context Engine to collect data from different data sources and associate it with a relevant context table.
| Task | Description |
| --- | --- |
| Define the data source | Specify whether data is being collected from PA indicators, external sources, or calculated met... | ---
title: Set up the Data Context Engine
description: Configure the Data Context Engine to collect data from different data
sources and associate it with a relevant context table.
keywords: []
breadcrumbs:
- Customer Success Management
- Configure Customer Success Management
- Customer success
---
# Set up the Data... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-success-initiative.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-success-initiative.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/task/account-lifecycle-success-initiative.html | zurich | Create a success initiative | Create a success initiative with a planned set of internal or external tasks to support a primary success outcome. | [] | [
"Customer Success Management",
"Configure Customer Success Management",
"Customer success",
"Basic customer success setup"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-success-initiative.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-success-initiative.html"><body id="account-lifecycle-success-in... | {
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"title... | # Create a success initiative
Create a success initiative with a planned set of internal or external tasks to support a primary success outcome.
## Before you begin
Role required: role sn\_acct\_lc.customer\_success\_agent , sn\_acct\_lc.customer\_success\_customer
## About this task
Success initiatives are a set ... | ---
title: Create a success initiative
description: Create a success initiative with a planned set of internal or external
tasks to support a primary success outcome.
keywords: []
breadcrumbs:
- Customer Success Management
- Configure Customer Success Management
- Customer success
- Basic customer success setup
---
... |
https://www.servicenow.com/docs/en-US/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-zoom-meeting-summary.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-acct-lifecycle-events/page/product/tmt-account-lifecycle/task/account-lifecycle-zoom-meeting-summary.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-acct-lifecycle-events | product/tmt-account-lifecycle/task/account-lifecycle-zoom-meeting-summary.html | zurich | Generate summary for Zoom meetings | Generate the meeting summary for virtual meetings conducted using Zoom. | [] | [
"Customer Success Management",
"Use Customer Success Management",
"Customer success",
"Touchpoint home page",
"Configure Zoom to create a touchpoint meeting summary"
] | <article class="hascomments" data-page="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-zoom-meeting-summary.html" id="bundle:zurich-acct-lifecycle-events/enus/product/tmt-account-lifecycle/task/account-lifecycle-zoom-meeting-summary.html"><body id="account-lifecycle-zoom-m... | {
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"title... | # Generate summary for Zoom meetings
Generate the meeting summary for virtual meetings conducted using Zoom.
## Before you begin
Role required: sn\_acct\_lc.customer\_success\_application\_admin
## Procedure
1. Navigate to Workspace > CSM/FSM Configurable Workspace and select the List icon.
2. Navigate to Customer... | ---
title: Generate summary for Zoom meetings
description: Generate the meeting summary for virtual meetings conducted using Zoom.
keywords: []
breadcrumbs:
- Customer Success Management
- Use Customer Success Management
- Customer success
- Touchpoint home page
- Configure Zoom to create a touchpoint meeting summary
-... |
https://www.servicenow.com/docs/en-US/bundle/zurich-api-reference/page/app-store/dev_portal/API_reference/GlideCurrencyCode/concept/GlideCurrencyCodeBothAPI.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-api-reference/page/app-store/dev_portal/API_reference/GlideCurrencyCode/concept/GlideCurrencyCodeBothAPI.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-api-reference | app-store/dev_portal/API_reference/GlideCurrencyCode/concept/GlideCurrencyCodeBothAPI.html | zurich | GlideCurrencyCode - Scoped, Global | The GlideCurrencyCode API provides methods to convert between ISO 4217 alphabetic and numeric codes for a currency. | [] | [
"API implementation and reference",
"API reference",
"Server API reference"
] | <article class="hascomments" data-page="bundle:zurich-api-reference/enus/app-store/dev_portal/API_reference/GlideCurrencyCode/concept/GlideCurrencyCodeBothAPI.html" id="bundle:zurich-api-reference/enus/app-store/dev_portal/API_reference/GlideCurrencyCode/concept/GlideCurrencyCodeBothAPI.html"><body class="api-class"><m... | {
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"title": "API refe... | # GlideCurrencyCode - Scoped, Global
The GlideCurrencyCode API provides methods to convert between ISO 4217 alphabetic and numeric codes for a currency.
Currency code information is also available in the Currency [fx\_currency] table, but this API has built-in caching that minimizes the queries issued to fx\_currency... | ---
title: GlideCurrencyCode - Scoped, Global
description: The GlideCurrencyCode API provides methods to convert between ISO 4217
alphabetic and numeric codes for a currency.
keywords: []
breadcrumbs:
- API implementation and reference
- API reference
- Server API reference
---
# GlideCurrencyCode - Scoped, Global
... |
https://www.servicenow.com/docs/en-US/bundle/zurich-api-reference/page/app-store/dev_portal/API_reference/GlideCurrencySymbol/concept/GlideCurrencySymbolBothAPI.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-api-reference/page/app-store/dev_portal/API_reference/GlideCurrencySymbol/concept/GlideCurrencySymbolBothAPI.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-api-reference | app-store/dev_portal/API_reference/GlideCurrencySymbol/concept/GlideCurrencySymbolBothAPI.html | zurich | GlideCurrencySymbol - Scoped, Global | The GlideCurrencySymbol API provides methods to retrieve currency symbols. | [] | [
"API implementation and reference",
"API reference",
"Server API reference"
] | <article class="hascomments" data-page="bundle:zurich-api-reference/enus/app-store/dev_portal/API_reference/GlideCurrencySymbol/concept/GlideCurrencySymbolBothAPI.html" id="bundle:zurich-api-reference/enus/app-store/dev_portal/API_reference/GlideCurrencySymbol/concept/GlideCurrencySymbolBothAPI.html"><body class="api-c... | {
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"title": "API refe... | # GlideCurrencySymbol - Scoped, Global
The GlideCurrencySymbol API provides methods to retrieve currency symbols.
Symbol information is also available in the Currency [fx\_currency] table, but this API has built-in caching that minimizes the queries issued to fx\_currency.
This API allows you to work with currency s... | ---
title: GlideCurrencySymbol - Scoped, Global
description: The GlideCurrencySymbol API provides methods to retrieve currency symbols.
keywords: []
breadcrumbs:
- API implementation and reference
- API reference
- Server API reference
---
# GlideCurrencySymbol - Scoped, Global
The GlideCurrencySymbol API provides me... |
https://www.servicenow.com/docs/en-US/bundle/zurich-api-reference/page/app-store/dev_portal/API_reference/GlideEncrypter/concept/GlideEncrypterAPI.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-api-reference/page/app-store/dev_portal/API_reference/GlideEncrypter/concept/GlideEncrypterAPI.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-api-reference | app-store/dev_portal/API_reference/GlideEncrypter/concept/GlideEncrypterAPI.html | zurich | GlideEncrypter - Global (deprecated) | The GlideEncrypter API provides methods to encrypt and decrypt strings using the Key Management Framework (KMF). | [
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The GlideEncrypter API provides methods to encrypt and decrypt strings using the Key Management Framework (KMF).
Important: The GlideEncrypter API no longer supports Triple Data Encryption Standard (3DES) due to NIST guidelines (see NIST 800-131A Rev 2). As a result, the followi... | ---
title: GlideEncrypter - Global (deprecated)
description: The GlideEncrypter API provides methods to encrypt and decrypt strings
using the Key Management Framework (KMF).
keywords:
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{
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"title": "API refe... | # GlideForm (g\_form) - Client
The GlideForm API provides methods to customize forms.
Only use GlideForm methods on the client. You can use these methods to make custom changes to the form view of records. All validation of examples was done using client scripts.
You can also use some of these methods in other clien... | ---
title: GlideForm (g_form) - Client
description: The GlideForm API provides methods to customize forms.
keywords:
- GlideForm
- g_form
- addDecoration(String fieldName
- String icon
- String title)
- addDecoration(String fieldName
- String icon
- String title
- String color)
- addErrorMessage(String message)
- addIn... |
https://www.servicenow.com/docs/en-US/bundle/zurich-api-reference/page/app-store/dev_portal/API_reference/GlideFormNX/concept/GlideFormAPINX.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-api-reference/page/app-store/dev_portal/API_reference/GlideFormNX/concept/GlideFormAPINX.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-api-reference | app-store/dev_portal/API_reference/GlideFormNX/concept/GlideFormAPINX.html | zurich | GlideForm (Next Experience) - Client | The GlideForm API provides methods to customize forms in the Next Experience UI Framework. | [
"GlideForm",
"g_form",
"addDecoration(String fieldName",
"String icon",
"String title)",
"addDecoration(String fieldName",
"String icon",
"String title",
"String color)",
"addErrorMessage(String message)",
"addInfoMessage(String message)",
"addOption(String fieldName",
"String choiceValue",
... | [
"API implementation and reference",
"API reference",
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"title": "API refe... | # GlideForm (Next Experience) - Client
The GlideForm API provides methods to customize forms in the Next Experience UI Framework.
Only use GlideForm methods on the client. You can use these methods to make custom changes to the form view of records. All validation of examples was done using client scripts.
You can a... | ---
title: GlideForm (Next Experience) - Client
description: The GlideForm API provides methods to customize forms in the Next Experience
UI Framework.
keywords:
- GlideForm
- g_form
- addDecoration(String fieldName
- String icon
- String title)
- addDecoration(String fieldName
- String icon
- String title
- String c... |
https://www.servicenow.com/docs/en-US/bundle/zurich-api-reference/page/app-store/dev_portal/API_reference/GlideListClientNowEx/concept/GlideListClientAPINEx.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-api-reference/page/app-store/dev_portal/API_reference/GlideListClientNowEx/concept/GlideListClientAPINEx.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-api-reference | app-store/dev_portal/API_reference/GlideListClientNowEx/concept/GlideListClientAPINEx.html | zurich | GlideList (Next Experience) - Client | The GlideList API provides methods to customize lists in the Next Experience UI Framework. | [
"GlideList",
"g_list"
] | [
"API implementation and reference",
"API reference",
"Client Next Experience API reference"
] | <article class="hascomments" data-page="bundle:zurich-api-reference/enus/app-store/dev_portal/API_reference/GlideListClientNowEx/concept/GlideListClientAPINEx.html" id="bundle:zurich-api-reference/enus/app-store/dev_portal/API_reference/GlideListClientNowEx/concept/GlideListClientAPINEx.html"><body id="GlideListClientA... | {
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{
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"title": "API refe... | # GlideList (Next Experience) - Client
The GlideList API provides methods to customize lists in the Next Experience UI Framework.
This API enables adding GlideList functionality to a button in the Workspace Experience UI. Use the `g_list` variable to call each
method.
To add a button, create a list action and add Gl... | ---
title: GlideList (Next Experience) - Client
description: The GlideList API provides methods to customize lists in the Next Experience
UI Framework.
keywords:
- GlideList
- g_list
breadcrumbs:
- API implementation and reference
- API reference
- Client Next Experience API reference
---
# GlideList (Next Experienc... |
https://www.servicenow.com/docs/en-US/bundle/zurich-api-reference/page/app-store/dev_portal/API_reference/GlideListClientNowEx/reference/GLNEx-addFilter_S.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-api-reference/page/app-store/dev_portal/API_reference/GlideListClientNowEx/reference/GLNEx-addFilter_S.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-api-reference | app-store/dev_portal/API_reference/GlideListClientNowEx/reference/GLNEx-addFilter_S.html | zurich | GlideList (Next Experience) - addFilter(String filter) | Adds a single term to the list query filter. | [] | [
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"Client Next Experience API reference",
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{
"title": "API refe... | # GlideList (Next Experience) - addFilter(String filter)
Adds a single term to the list query
filter.
See also setFilter().
Table 1. Parameters
| Name | Type | Description |
| --- | --- | --- |
| filter | String | Encoded query string in standard Glide format. See Encoded query strings. |
Table 2. Returns
| Type | ... | ---
title: "GlideList (Next Experience) - addFilter(String\_filter)"
description: Adds a single term to the list query filter.
keywords: []
breadcrumbs:
- API implementation and reference
- API reference
- Client Next Experience API reference
- GlideList (Next Experience) - Client
---
# GlideList (Next Experience) - a... |
https://www.servicenow.com/docs/en-US/bundle/zurich-api-reference/page/app-store/dev_portal/API_reference/GlideListClientNowEx/reference/GLNEx-getChecked.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-api-reference/page/app-store/dev_portal/API_reference/GlideListClientNowEx/reference/GLNEx-getChecked.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-api-reference | app-store/dev_portal/API_reference/GlideListClientNowEx/reference/GLNEx-getChecked.html | zurich | GlideList (Next Experience) - getChecked() | Returns a comma-separated list of the sys_ids for the items that are checked in the associated list. | [] | [
"API implementation and reference",
"API reference",
"Client Next Experience API reference",
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] | <article class="hascomments" data-page="bundle:zurich-api-reference/enus/app-store/dev_portal/API_reference/GlideListClientNowEx/reference/GLNEx-getChecked.html" id="bundle:zurich-api-reference/enus/app-store/dev_portal/API_reference/GlideListClientNowEx/reference/GLNEx-getChecked.html"><body class="api-method" id="GLN... | {
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"title": "API refe... | # GlideList (Next Experience) - getChecked()
Returns a comma-separated list of the
sys\_ids for the items that are checked in the associated list.
Table 1. Parameters
| Name | Type | Description |
| --- | --- | --- |
| None | | |
Table 2. Returns
| Type | Description |
| --- | --- |
| String | Comma-separated list... | ---
title: GlideList (Next Experience) - getChecked()
description: Returns a comma-separated list of the sys_ids for the items that are
checked in the associated list.
keywords: []
breadcrumbs:
- API implementation and reference
- API reference
- Client Next Experience API reference
- GlideList (Next Experience) - Cl... |
https://www.servicenow.com/docs/en-US/bundle/zurich-api-reference/page/app-store/dev_portal/API_reference/GlideListClientNowEx/reference/GLNEx-getFixedQuery.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-api-reference/page/app-store/dev_portal/API_reference/GlideListClientNowEx/reference/GLNEx-getFixedQuery.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-api-reference | app-store/dev_portal/API_reference/GlideListClientNowEx/reference/GLNEx-getFixedQuery.html | zurich | GlideList (Next Experience) - getFixedQuery() | Returns the fixed query. | [] | [
"API implementation and reference",
"API reference",
"Client Next Experience API reference",
"GlideList (Next Experience) - Client"
] | <article class="hascomments" data-page="bundle:zurich-api-reference/enus/app-store/dev_portal/API_reference/GlideListClientNowEx/reference/GLNEx-getFixedQuery.html" id="bundle:zurich-api-reference/enus/app-store/dev_portal/API_reference/GlideListClientNowEx/reference/GLNEx-getFixedQuery.html"><body class="api-method" i... | {
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"title": "API refe... | # GlideList (Next Experience) - getFixedQuery()
Returns the fixed query.
A fixed query is the
part of the query that cannot be removed from the breadcrumb (i.e., it is fixed
for the user).
Apply this method under Related List Actions in the Workspace Experience UI. For instructions, see Use the client GlideList API ... | ---
title: GlideList (Next Experience) - getFixedQuery()
description: Returns the fixed query.
keywords: []
breadcrumbs:
- API implementation and reference
- API reference
- Client Next Experience API reference
- GlideList (Next Experience) - Client
---
# GlideList (Next Experience) - getFixedQuery()
Returns the fixe... |
https://www.servicenow.com/docs/en-US/bundle/zurich-api-reference/page/app-store/dev_portal/API_reference/GlideListClientNowEx/reference/GLNEx-getGroupBy.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-api-reference/page/app-store/dev_portal/API_reference/GlideListClientNowEx/reference/GLNEx-getGroupBy.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-api-reference | app-store/dev_portal/API_reference/GlideListClientNowEx/reference/GLNEx-getGroupBy.html | zurich | GlideList (Next Experience) - getGroupBy() | Returns the field or comma-separated list of fields that are used to group the list. | [] | [
"API implementation and reference",
"API reference",
"Client Next Experience API reference",
"GlideList (Next Experience) - Client"
] | <article class="hascomments" data-page="bundle:zurich-api-reference/enus/app-store/dev_portal/API_reference/GlideListClientNowEx/reference/GLNEx-getGroupBy.html" id="bundle:zurich-api-reference/enus/app-store/dev_portal/API_reference/GlideListClientNowEx/reference/GLNEx-getGroupBy.html"><body class="api-method" id="GLN... | {
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"title": "API refe... | # GlideList (Next Experience) - getGroupBy()
Returns the field or comma-separated list
of fields that are used to group the list.
See also:
* getQuery()
* setGroupBy()
Table 1. Parameters
| Name | Type | Description |
| --- | --- | --- |
| None | | |
Table 2. Returns
| Type | Description |
| --- | --- |
| String... | ---
title: GlideList (Next Experience) - getGroupBy()
description: Returns the field or comma-separated list of fields that are used to
group the list.
keywords: []
breadcrumbs:
- API implementation and reference
- API reference
- Client Next Experience API reference
- GlideList (Next Experience) - Client
---
# Glid... |
https://www.servicenow.com/docs/en-US/bundle/zurich-api-reference/page/app-store/dev_portal/API_reference/GlideListClientNowEx/reference/GLNEx-getListName.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-api-reference/page/app-store/dev_portal/API_reference/GlideListClientNowEx/reference/GLNEx-getListName.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-api-reference | app-store/dev_portal/API_reference/GlideListClientNowEx/reference/GLNEx-getListName.html | zurich | GlideList (Next Experience) - getListName() | Returns the name of the list, which is usually the table name. | [] | [
"API implementation and reference",
"API reference",
"Client Next Experience API reference",
"GlideList (Next Experience) - Client"
] | <article class="hascomments" data-page="bundle:zurich-api-reference/enus/app-store/dev_portal/API_reference/GlideListClientNowEx/reference/GLNEx-getListName.html" id="bundle:zurich-api-reference/enus/app-store/dev_portal/API_reference/GlideListClientNowEx/reference/GLNEx-getListName.html"><body class="api-method" id="G... | {
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{
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"title": "API refe... | # GlideList (Next Experience) - getListName()
Returns the name of the list, which is
usually the table name.
Table 1. Parameters
| Name | Type | Description |
| --- | --- | --- |
| None | | |
Table 2. Returns
| Type | Description |
| --- | --- |
| String | The list name (usually the table name). |
## Example
The... | ---
title: GlideList (Next Experience) - getListName()
description: Returns the name of the list, which is usually the table name.
keywords: []
breadcrumbs:
- API implementation and reference
- API reference
- Client Next Experience API reference
- GlideList (Next Experience) - Client
---
# GlideList (Next Experience)... |
https://www.servicenow.com/docs/en-US/bundle/zurich-api-reference/page/app-store/dev_portal/API_reference/GlideListClientNowEx/reference/GLNEx-getOrderBy.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-api-reference/page/app-store/dev_portal/API_reference/GlideListClientNowEx/reference/GLNEx-getOrderBy.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-api-reference | app-store/dev_portal/API_reference/GlideListClientNowEx/reference/GLNEx-getOrderBy.html | zurich | GlideList (Next Experience) - getOrderBy() | Returns the first field used to order the list. | [] | [
"API implementation and reference",
"API reference",
"Client Next Experience API reference",
"GlideList (Next Experience) - Client"
] | <article class="hascomments" data-page="bundle:zurich-api-reference/enus/app-store/dev_portal/API_reference/GlideListClientNowEx/reference/GLNEx-getOrderBy.html" id="bundle:zurich-api-reference/enus/app-store/dev_portal/API_reference/GlideListClientNowEx/reference/GLNEx-getOrderBy.html"><body class="api-method" id="GLN... | {
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{
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"title": "API refe... | # GlideList (Next Experience) - getOrderBy()
Returns the first field used to order the
list.
See also:
* getQuery()
* setOrderBy()
Table 1. Parameters
| Name | Type | Description |
| --- | --- | --- |
| None | | |
Table 2. Returns
| Type | Description |
| --- | --- |
| String | The field by which to order the li... | ---
title: GlideList (Next Experience) - getOrderBy()
description: Returns the first field used to order the list.
keywords: []
breadcrumbs:
- API implementation and reference
- API reference
- Client Next Experience API reference
- GlideList (Next Experience) - Client
---
# GlideList (Next Experience) - getOrderBy()
... |
https://www.servicenow.com/docs/en-US/bundle/zurich-api-reference/page/app-store/dev_portal/API_reference/GlideListClientNowEx/reference/GLNEx-getParentTable.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-api-reference/page/app-store/dev_portal/API_reference/GlideListClientNowEx/reference/GLNEx-getParentTable.html | 2025-08-02 | daily | 0.5 | 266.xml | en-US | zurich-api-reference | app-store/dev_portal/API_reference/GlideListClientNowEx/reference/GLNEx-getParentTable.html | zurich | GlideList (Next Experience) - getParentTable() | Returns the name of the parent table for a related list (the table associated with the form). | [] | [
"API implementation and reference",
"API reference",
"Client Next Experience API reference",
"GlideList (Next Experience) - Client"
] | <article class="hascomments" data-page="bundle:zurich-api-reference/enus/app-store/dev_portal/API_reference/GlideListClientNowEx/reference/GLNEx-getParentTable.html" id="bundle:zurich-api-reference/enus/app-store/dev_portal/API_reference/GlideListClientNowEx/reference/GLNEx-getParentTable.html"><body class="api-method"... | {
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{
"title": "API implementation and reference",
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},
{
"title": "API refe... | # GlideList (Next Experience) - getParentTable()
Returns the name of the parent table
for a related list (the table associated with the form).
Table 1. Parameters
| Name | Type | Description |
| --- | --- | --- |
| None | | |
Table 2. Returns
| Type | Description |
| --- | --- |
| String | The parent table name. |... | ---
title: GlideList (Next Experience) - getParentTable()
description: Returns the name of the parent table for a related list (the table associated
with the form).
keywords: []
breadcrumbs:
- API implementation and reference
- API reference
- Client Next Experience API reference
- GlideList (Next Experience) - Clien... |
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