Add a primary success outcome

task brazil Updated Sep 10, 2026 2 min read account-lifecycle-create-outcome.md
Raw file servicenow.com

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 measurable and actionable. Progress can be tracked automatically using data collected by the Data Context Engine, or manually for outcomes that aren't easily tracked through metrics.

Procedure

  1. Navigate to Workspace > CRM Workspace and select the List icon.

  2. Navigate to the Customer Success > All Outcomes and select New.

  3. On the form, fill in the fields.

Field

Description

Number

System generated unique number for the onboarding case record.

Account

The account number of the enterprise customer associated with the account.

Success objective

Select the success objective with which this outcome should be associated. This is a required field.

Owner

The internal person responsible for tracking the achievement of this outcome.

State

State of the primary success outcome.- New

  • In progress
  • Paused
  • Canceled
  • Closed

Progress

Current progress of this outcome.- Not Started

  • On-Track
  • At Risk
  • Paused
  • Completed
  • Canceled

Priority

Priority of this outcome in comparison to others.- Critical

  • High
  • Medium
  • Low
  • Very Low

Planned start

Date on which the work for this outcome is scheduled to start.

Planned stop

Date on which the work for this outcome is scheduled to stop.

Title

Enter a title for this outcome. This is a required field.

Watch list

Select the users who should be notified of any updates to the outcome.

Work notes list

Select the users who should be notified of any updates to the worknotes.

Description

Enter a description for this outcome. This is a required field.

Work notes

Any internal notes regarding this outcome.

Unit

Unit of measurement of this success outcome.

Tracking method

Tracking method for this outcome.- Manual: Enter the measurement unit and values manually.

  • Metric: Select a metric from the list. The values are populated automatically if the data source and context engine mapping have been configured.

Note: The metric values are automatically populated if:

-   The context for the data source must be configured to reference the primary success outcome table. See [Define the data source](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/acct-lifecycle-events/account-lifecycle-define-data-source.md).
-   The source and the resolving context tables must be correctly configured. See [Configure the Context Engine Mapper](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/acct-lifecycle-events/account-lifecycle-define-context-engine-mapper.md).

Base value

Starting point or base value for this outcome.

Target value

Target value that is to be achieved.

Current value

Current value of the primary success outcome.

4. Select **Save** to create a primary success outcome.

What to do next

Add a success initiative to capture the activities required to achieve this outcome. See Add a success initiative.

Parent Topic:Create a success blueprint manually

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