Set up recommended actions for account onboarding

---
title: Set up recommended actions for account onboarding
description: Set up recommended actions to display relevant recommendations in the account onboarding playbook.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/acct-lifecycle-events/account-lifecycle-setup-rec-action.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Account onboarding playbook, Configure, Customer Success Management]
---

# Set up recommended actions for account onboarding

Set up recommended actions to display relevant recommendations in the account onboarding playbook.

## Before you begin

Role required: sn\_acct\_lc.agent

## Procedure

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

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

2.  Create a recommendation.

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

3.  Create a resource generator.

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

4.  Create guidance and field recommendations.

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


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