--- title: Add a success objective description: Create a success objective that represents the value of the products sold to the customer. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/acct-lifecycle-events/account-lifecycle-create-object.html release: australia topic_type: task last_updated: "2026-03-12" reading_time_minutes: 1 breadcrumb: [Create a success blueprint manually, Create a success blueprint, Manage engagements, Customer success, Use, Customer Success Management] --- # Add a success objective Create a success objective that represents the value of the products sold to the customer. ## Before you begin Role required: sn\_acct\_lc.customer\_success\_agent ## About this task A success objective represents that value of one or more products purchased by the customer. Objectives are defined for a specific period and are tied to an engagement. An objective can be broken down into several success outcomes that measure its achievement. ## Procedure 1. Navigate to **Workspace** > **CSM/FSM Configurable Workspace** and select the **List** icon. 2. Navigate to the **Customer Success** > **All Objectives** 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. |
| Engagement | Select the engagement record to which the objective is to be related. This is a required field. |
| Objective owner | The individual responsible for the objective from the provider side. |
| Sponsor | External contact responsible for the objective. |
| Products | The sold products that match the objective. |
| Driver | The driving category reason behind the objective. |
| State | State of the engagement record.- New - Define - In progress - Canceled - Closed |
| Progress | Current progress of this objective.- Not Started - On-Track - At Risk - Paused - Completed - Canceled |
| Priority | Priority of this objective in comparison to others.- Critical - High - Medium - Low - Very Low |
| Planned start | Date on which the work for this objective is scheduled to start. |
| Planned stop | Date on which the work for this objective is scheduled to stop. |
| Title | Enter a title for this objective. This is a required field. |
| Watch list | Select the users who should be notified of any updates to the objective. |
| Work notes list | Select the users who should be notified of any updates to the worknotes. |
| Description | Enter a description for this objective. This is a required field. |
| Work notes | Any internal notes regarding this objective. |