Plugins activated with Customer Success Management

reference australia Updated Sep 10, 2026 2 min read account-lifecycle-required-plugins.md
Raw file servicenow.com

Activating Customer Success Management installs the following related plugins, if they aren't already active.

Plugin

Description

Customer Service Install Base Management [com.snc.install_base]

Enables users to capture the current state of their install base and establish the relationship to any downstream entities that might impact their functioning.

Playbook Experience [com.playbook_experience]

Enables you to customize the default playbook user experience to create your desired business process workflow.

Record Related Items Connected [com.snc.sn_record_related_items_connected]

Enables record related items.

Playbooks for Customer Service Management [com.sn_csm_playbook]

Guides customer service agents through the various tasks to resolve customer issues, and visualizes the entire lifecycle ​across diverse and siloed processes​.

Technology core [com.sn_ti_core]

Technology industry vertical Customer Service Management extensions.

Guided Decisions Experience [com.snc.guided_decisions_playbook_experience]

Enables activity types, definitions, and UI components for the display of guided decisions in a playbook on Workspace.

Customer Service Case Types [com.snc.csm_case_types]

Activating this plugin enables the administrator to create and manage case types.

Record lookup [com.snc.sn_record_lookup]

Provides the record lookup component used to search and link a record from a table.

Data Context Engine [com.sn_data_ctx_engine]

Enables for the creation and measuring of metrics and resolving them to specific context (such as success engagements) within the platform.

Touchpoint meetings [com.sn_meeting_mgmt]

Enables creation and management of single or recurring meetings with customers within the Touchpoint record.

Document management [com.snc.platform_document_management]

Enables customer success managers to store complex documents that can be saved as attachments or in the Knowledge Base.

Roadmap [sn_roadmap]

Enables customer success manager to see and plan the roadmap of success initiatives tied to success objectives and outcomes.

Product capability core [com.sn_prod_cap_core]

Enables organizations to define, manage, and assess capabilities across product models within the ServiceNow platform.

Customer central [app-customer-central]

Enables customer service agents to view complete information on the customer contacting support.

Seismic component for customer activity [devsnc-sn-customer-activity]

Shows all activities related to a contact, account, or consumer to an agent. This information can be used by an agent to assist the customer.

This component accepts facets and activity feed items in JSON format along with a few other properties and renders given activities and facets.

Customer Success Advanced (app-cust-succ-adv)

New pro plus plugin for customer success. Used for product adoption roadmap.

|Plugin ID|Description| |---------|-----------| |Technology Account Management Experiences \[sn\_tech\_exp\]|Proactive Service Experience Workflows. Contains Technology Account 360, Executive Portfolio, and the recommendation framework. Install this plugin to enable all three capabilities.| |AI Agents for Meetings \[sn\_meeting\_ai\_ag\]|Automates meeting preparation by reading relevant records, proposing agendas, and coordinating logistics for review and confirmation.| |AI Agents for Customer Success Management \[sn\_cust\_succ\_ai\_ag\]|Enables the AI agents behind Customer Success Management agentic workflows, such as product release email communication.| |Meeting Scheduler Plus \[com.sn\_sch\_plus\]|Adds meeting agenda items and meeting next steps to touchpoint meetings.|

Parent Topic:Getting started with Customer Success Management

Related topics

Activate Customer Success Management

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