Customer business need

reference brazil Updated Sep 10, 2026 1 min read account-lifecycle-cust-dh-tables-bn.md
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The customer business need table (sn_cust_disc_hb_business_need) is the central record in Customer Discovery Hub. It captures the strategic problem a customer needs to solve and groups related challenges, expectations, and use cases.

The customer business need table contains the following fields:

Field

Description

Number

Unique identifier for this record. This field is automatically set with the prefix CBNE.

Account

Customer account associated with this record. Auto-derived from lead, opportunity, or engagement.

Short description

Brief description of the business need.

Description

Detailed description of the business need.

Lead

Lead record associated with this business need. At least one lifecycle anchor (lead, opportunity, or engagement) must be set. Present only when the Lead Management plugin is installed.

Opportunity

Opportunity record associated with this business need. At least one lifecycle anchor must be set. Present only when the Opportunity Management plugin is installed.

Engagement

Engagement record associated with this business need. At least one lifecycle anchor must be set. Present only when the Account Lifecycle plugin is installed.

State

The current state:- Draft

  • Qualified
  • Closed
  • No longer required

Priority

This can be:- Critical

  • High
  • Medium
  • Low (default)
  • Very low

Drivers

The business driver: - Growth

  • Risk
  • Cost

Closure code

Required when State is Closed or No Longer Required. - Achieved

  • Missed
  • Cancelled

Close notes

Required when State is Closed or No Longer Required.

Work notes

Work notes on this record.

Domain

Domain for multi-domain deployments.

Domain path

Domain path for multi-domain deployments.

The following roles can view or modify this table.
Role Access
sn_cust_disc_hb.discovery_viewer Read
sn_cust_disc_hb.discovery_writer Read, write

Parent Topic:Customer Discovery Hub tables

Related topics

Customer Discovery Hub tables

Manage engagements

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