Creating Success Plans

You can create success plans using:

  • The Create Success Plan action in the Actions panel, which is available on the Customer Success Management Workspace. This action might also be available from a record page if your administrator has added the Actions panel to the page. This method enables you to create either blank success plans or success plans from a template.
  • The Add Success Plan button in Success Tracker. This method enables you to create either blank success plans or success plans from a template.
  • The New list view button in the Success Plans tab. This enables you to create blank success plans only.

Creating a Blank Success Plan

You can create a blank success plan:

To create a success plan from the Customer Success Management Workspace:

  1. Click Create Success Plan in the Actions panel on the Customer Success Management Workspace.
  2. Select a record type for the new success plan, then click Next. This step is only applicable if your administrator has set up multiple record types.
  3. Click Create Blank.
  4. Enter a name for the success plan.

  5. [Optional] Complete the following fields:

    1. Select the success plan owner. The success plan owner must be an active resource. This field is automatically populated with the current user when one resource is assigned to the user.
    2. Select an account for the success plan.
    3. Select an effective date for the success plan.
    4. Select Template if you want to save the success plan as a template.
    5. Enter a summary of the success plan.
    6. Enter any challenges and risks for the success plan.
  6. Click Create.

To create a blank success plan from Success Tracker:

  1. Navigate to Success Tracker. For more information, see Using Success Tracker.
  2. Click Actions and then click Add Success Plan. The Create Success Plan window displays.
  3. Select a record type for the new success plan, then click Next. This step is only applicable if your administrator has set up multiple record types.
  4. Click Create Blank.
  5. Enter a name for the success plan.

  6. [Optional] Complete the following fields:

    1. Select a success plan owner. The success plan owner must be an active resource. This field is automatically populated with the current user when one resource is assigned to the user.
    2. Select an account for the success plan.
    3. Select an effective date for the success plan.
    4. Select Template if you want to save the success plan as a template.
    5. Enter a summary of the success plan.
    6. Enter any challenges and risks for the success plan.
  7. Click Create.

To create a blank success plan from the Success Plans tab:

  1. Click New in the Success Plans tab.
  2. Select a record type for the new success plan, then click Next. This step is only applicable if your administrator has set up multiple record types.
  3. Enter a name for the success plan.

  4. [Optional] Complete the following fields:

    1. Select a success plan owner. The success plan owner must be an active resource. This field is automatically populated with the current user when one resource is assigned to the user.
    2. Select an account for the success plan.
    3. Update the success plan status. The status is set to Draft by default.
    4. Select an effective date for the success plan.
    5. Select a next business review date for the success plan.
    6. Select a last business review date for the success plan.
    7. Select Template if you want to save the success plan as a template.
    8. Enter a summary of the success plan.
    9. Enter any challenges and risks for the success plan.
  5. Click Save to save the success plan or Save & New to save the success plan and create a new one.

Creating a Success Plan from a Template

To create a success plan from a template:

  1. Do one of the following to display the Create Success Plan window:
    • Click Create Success Plan in the Actions panel on the Customer Success Management Workspace.
    • Click Actions and then click Add Success Plan in Success Tracker.
  2. Select a record type for the new success plan, then click Next. This step is only applicable if your administrator has set up multiple record types.
  3. Select a success plan template. You can switch between views using the Cards and Lists buttons.
  4. Click Next.
  5. Enter a name for the success plan.

  6. [Optional] Complete the following fields:

    1. Select a success plan owner. The success plan owner must be an active resource. This field is automatically populated with the current user when one resource is assigned to the user.
    2. Select an account for the success plan.
    3. Select an effective date for the success plan. By default, today's date is selected.
    4. Select Template if you want to save the success plan as a template.
    5. Enter a summary of the success plan.
    6. Enter any challenges and risks for the success plan.

  7. [Optional] If the template you selected contains child records:

    1. Click Next. The Select Records grid displays.
    2. Deselect the checkboxes of the child records that you do not want the success plan to include.
    3. Edit the child record fields you want by double-clicking. You can edit the Name, Start Date, and End Date fields. The Resources field is read-only.
    4. Check the start and end dates for the selected records. If you have left the success plan's effective date blank, the start and end dates of the template are used for the selected records. To update the start and end dates, you must set an effective date for the success plans.
  8. Click Create.