Create an applicable success outcome

task brazil Updated Sep 10, 2026 1 min read account-lifecycle-create-applicable-outcome.md
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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 > CRM Workspace > All > All Initiatives.

  2. Open the success initiative for which you want to add success outcome.

  3. In the conceptual panel, open the Related Items.

    [Omitted image "customer-success-related-items-success-outcome.png"] Alt text: Related items.

  4. In the Related Items, expand Applicable Success Outcomes card.

  5. Select Create.

  6. On the form, select the success outcomes.

    A single initiative can be associate with the multiple success outcomes under the same success objective.

    [Omitted image "customer-success-application-success-outcome.png"] Alt text: applicable success outcomes.

  7. Select Save.

Parent Topic:Manage engagements

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