Getting Started

  • What is Trailhead
  • myTrailhead
  • Trailblazer Community
  • Career Growth

Learn

  • Trails
  • Trailmixes
  • Modules
  • Projects

Credentials

  • Superbadges
  • Certifications
  • Maintain Certifications

Salesforce

  • Salesforce.com
  • AppExchange
  • Developers
  • Help Portal
© 2026 Salesforce, Inc. All rights reserved. Privacy Terms of Use Trust Accessibility Cookie Preferences
SalesforceTrailhead
  • Today
Customer Success for Sales

Define Customer Success

+100 Points~10 minsCompleted
Customer Success for SalesDefine Customer Success

Topics

  • What Success Means
  • Hand Off Cleanly
  • Quiz

Looking for help?

Explore Help ResourcesShare Your Feedback
Learning Objectives

After completing this unit, you'll be able to:

  • Define customer success for an account.
  • Hand off cleanly from sales.

What Success Means

Customer success means the customer gets the outcome they bought. Write it down at the close: the goal, the measure, and the date.

Hand Off Cleanly

Share the success plan with the customer success manager before the kickoff call, so the customer never repeats themselves.

Quiz
To complete this unit, you need to answer all the quiz questions correctly.
+100 Points

1What should a success plan capture?

Second attempt earns 50 points. Three or more earns 25 points.
Next unit Drive Renewals and Expansion