Create a success play for account onboarding
Use this option to create a success play for successfully completing an account onboarding journey.
Before you begin
Role required: sn_acct_lc.customer_success_agent
Procedure
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Navigate to Workspaces > CRM Workspace.
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Navigate to the Account Onboarding Cases > All.
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Select New.
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In the Create Account Onboarding Case page, select the customer account that is to be onboarded and select Continue.
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Select Create success play.
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Select Onboarding in the Category drop down field and select Continue
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Select Onboarding Case subcategory and select the Initiate a new onboarding journey activity.
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Select the customer account, enter a description and short description, select the products, and select Finish.
The success play is launched and new onboarding journey is initiated for this account.
Parent Topic:Account onboarding
---
title: Create a success play for account onboarding
description: Use this option to create a success play for successfully completing an account onboarding journey.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/acct-lifecycle-events/account-lifecycle-create-onboard-success-play.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Account onboarding, Use, Customer Success Management]
---
# Create a success play for account onboarding
Use this option to create a success play for successfully completing an account onboarding journey.
## Before you begin
Role required: sn\_acct\_lc.customer\_success\_agent
## Procedure
1. Navigate to **Workspaces** > **CRM Workspace**.
2. Navigate to the **Account Onboarding Cases** > **All**.
3. Select **New**.
4. In the Create Account Onboarding Case page, select the customer account that is to be onboarded and select **Continue**.
5. Select **Create success play**.
6. Select **Onboarding** in the Category drop down field and select **Continue**
7. Select **Onboarding Case** subcategory and select the **Initiate a new onboarding journey** activity.
8. Select the customer account, enter a description and short description, select the products, and select **Finish**.
The success play is launched and new onboarding journey is initiated for this account.
**Parent Topic:**[Account onboarding](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-use.md)
| title | Create a success play for account onboarding |
| description | Use this option to create a success play for successfully completing an account onboarding journey. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/acct-lifecycle-events/account-lifecycle-create-onboard-success-play.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Account onboardingUseCustomer Success Management |