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  1. CustomerSuccessBox

Best Practices & FAQs

Learn Best Practices of using CustmerSuccessBox Platform

  1. Onboarding Resources

    1. Best Practices Guide for Setting up Segments
    2. Best Practices Guide for Setting up Health
    3. Best Practices Guide for Setting up Alerts
      4. See all 4 articles »

  2. FAQs

    1. How to Track the Up-time and Service Status of CustomerSuccessBox Application and APIs
    2. FAQs on Salesforce CRM Self Serve Integration
    3. FAQs on Custom Attributes
      4. See all 4 articles »

  3. Best Practices of setting up processes

    1. Best Practices: Setting up Playbooks
    2. Best Practices: Setting up low-touch onboarding playbooks
    3. Best Practices: Setting up medium-touch onboarding playbooks
      4. See all 4 articles »

  4. Best Practices of setting up Journeys

    1. Best Practices: Setting up Account Journeys
    2. Best Practices: Setting up User Journeys