Customer Success Cloud Permissions

Salesforce Standard Objects and Fields Permissions


For functional permissions to work correctly, you must ensure permission and security access is correctly configured. The table lists the Salesforce standard objects requiring CRUD (Read, Create, Update, and Delete) access and fields requiring field-level security access needed for each permission set.


Permission Set LabelPermission Set API NameTypeItemPermission
CSC - Analytics Integration User Read Access CSCAnalyticsIntegrationUserReadAccess Object Permission Account Read
CSC - Customer Success CSCCustomerSuccess Object Permission Account Read
Contact Read
CSC - Participant User CSCParticipantUser Object Permission Account Read
Contact Read


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