CSC - Customer Success

API Name: CSCCustomerSuccess

View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.

Salesforce Standard Objects and Fields Permissions

The table lists the Salesforce standard objects requiring CRUD (Read, Create, Update, and Delete) access and fields requiring field-level security access needed for this permission set.

Type	Item	Permission	Description
Object Permission	Account	Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.

Permissions Available on Permission Set

The table lists the permissions available for this permission set.

Type	Item	Permission	Description
Application Access	Customer_Success	Visible	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Apex Class Permission	AccountController	Enabled	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	ActivityController	Enabled	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	AsyncApexJobProgressController	Enabled	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	FieldSetController	Enabled	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	FutureController	Enabled	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	HistoryController	Enabled	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	LookupSearchController	Enabled	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	ObjectiveController	Enabled	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	ObjectiveCreationController	Enabled	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	PlaybookController	Enabled	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	PlaybookCreationController	Enabled	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	PlaybookTaskController	Enabled	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	ResourceController	Enabled	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	SessionController	Enabled	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	SuccessPlanController	Enabled	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	SuccessPlanCreationController	Enabled	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	SuccessTrackerController	Enabled	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	TeamController	Enabled	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	UserController	Enabled	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	fferpcore__ContextSensitiveHelpController	Enabled	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	fferpcore__exp_configurationItemController	Enabled	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	fferpcore__wksp_customAlertController	Enabled	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	fferpcore__wksp_navigation	Enabled	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	fferpcore__wksp_schemaUtils	Enabled	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Field Permission	Activity__c.Account__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Activity__c.Notes__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Activity__c.Type__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Customer_Success_Metric_Account_Value__c.Value__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Customer_Success_Metric__c.Description__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Customer_Success_Metric__c.Metric_Type__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Objective__c.Account__c	Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Objective__c.Category__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Objective__c.End_Date__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Objective__c.Is_Current_User__c	Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Objective__c.Is_Template__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Objective__c.Objective_Owner__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Objective__c.Objective_Type__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Objective__c.Priority__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Objective__c.Start_Date__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Objective__c.Status__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Objective__c.Success_Criteria__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Objective__c.Success_Plan__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Objective__c.Summary__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook_Task_Assignment__c.Playbook_Task_End_Date__c	Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook_Task_Assignment__c.Playbook_Task_Start_Date__c	Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook_Task__c.Account__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook_Task__c.Assigned_Resources__c	Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook_Task__c.Completed__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook_Task__c.Description__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook_Task__c.Duration_Days__c	Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook_Task__c.End_Date_Time__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook_Task__c.End_Date__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook_Task__c.Flagged__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook_Task__c.Is_Template__c	Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook_Task__c.Name	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook_Task__c.Notes__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook_Task__c.Parent_Success_Plan__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook_Task__c.Playbook__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook_Task__c.Resource_Role__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook_Task__c.Start_Date_Time__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook_Task__c.Start_Date__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook_Task__c.Status__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook_Task__c.Task_Hours__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook__c.Account__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook__c.Description__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook__c.Duration_Days__c	Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook__c.End_Date__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook__c.Is_Active__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook__c.Is_Current_User__c	Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook__c.Is_Template__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook__c.Name	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook__c.Objective__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook__c.Parent_Success_Plan__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook__c.Playbook_Owner__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook__c.Playbook_Status__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook__c.Stage__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook__c.Start_Date__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook__c.Status_Visual__c	Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook__c.Success_Plan__c	Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook__c.Team__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Resource__c.Contact__c	Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Resource__c.Email__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Resource__c.First_Name__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Resource__c.Is_Active__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Resource__c.PSA_Resource__c	Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Resource__c.Role__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Resource__c.Salesforce_User__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Success_Plan__c.Account__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Success_Plan__c.Annual_Revenue__c	Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Success_Plan__c.Challenges_and_Risks__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Success_Plan__c.Effective_Date__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Success_Plan__c.Is_Current_User__c	Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Success_Plan__c.Is_Template__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Success_Plan__c.Last_Business_Review__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Success_Plan__c.Next_Business_Review__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Success_Plan__c.Status__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Success_Plan__c.Success_Plan_Owner__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Success_Plan__c.Summary__c	Edit, Read	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Object Permission	Account_Customer_Success_Resource__c	Create, Read, Edit, Delete	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Activity_Contact__c	Create, Read, Edit, Delete	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Activity__c	Create, Read, Edit, Delete	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Customer_Success_Metric_Account_Value__c	Create, Read, Edit, Delete	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Customer_Success_Metric__c	Create, Read, Edit, Delete	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Objective__c	Create, Read, Edit, Delete	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook_Task_Assignment__c	Create, Read, Edit, Delete	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook_Task__c	Create, Read, Edit, Delete	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook__c	Create, Read, Edit, Delete	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Resource__c	Create, Read, Edit, Delete	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Success_Plan__c	Create, Read, Edit, Delete	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Team_Membership__c	Create, Read, Edit, Delete	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Team__c	Create, Read, Edit, Delete	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Apex Page Permission	fferpcore__wksp_api	Enabled	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Tab Permission	Account_Customer_Success_Resource__c	Visible	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Activity__c	Visible	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Customer_Success_Metric_Account_Value__c	Visible	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Customer_Success_Metric__c	Visible	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Customer_Success_Workspace	Visible	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Objective__c	Visible	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook_Task__c	Visible	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Playbook__c	Visible	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Resource__c	Visible	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Success_Plan__c	Visible	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
	Team__c	Visible	View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.