Customer Success Cloud Permissions

CSC - Participant User

API Name: CSCParticipantUser

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

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.

TypeItemPermissionDescription
Object Permission Account Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Contact Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.

Permissions Available on Permission Set

The table lists the permissions available for this permission set.

TypeItemPermissionDescription
Application Access Customer_Success Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Apex Class Permission AccountController Enabled View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
ActivityCreationController Enabled View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
ActivityTrackerController Enabled View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
AsyncApexJobProgressController Enabled View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
FieldSetController Enabled View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
FilterSetController Enabled View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
LookupSearchController Enabled View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
ObjectiveController Enabled View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
PlaybookController Enabled View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
PlaybookTaskController Enabled View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
ResourceController Enabled View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
ResourceManagementController Enabled View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
SessionController Enabled View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
SuccessPlanController Enabled View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
SuccessTrackerController Enabled View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
TeamController Enabled View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
UserController Enabled View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
fferpcore__ContextSensitiveHelpController Enabled View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
fferpcore__exp_configurationItemController Enabled View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
fferpcore__wksp_customAlertController Enabled View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
fferpcore__wksp_navigation Enabled View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
fferpcore__wksp_schemaUtils Enabled View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Field Permission Account_Customer_Success_Segment__c.End_Date__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Account_Customer_Success_Segment__c.Health_Score_Output_1__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Account_Customer_Success_Segment__c.Health_Score_Output_2__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Activity__c.Account__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Activity__c.Notes__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Activity__c.Type__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Customer_Success_Metric_Account_Value__c.Value__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Customer_Success_Metric__c.Description__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Filter_Set__c.Description__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Filter_Set__c.Feature__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Filter_Set__c.Filters__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Filter_Set__c.Is_Global__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective_KPI__c.Baseline_Value__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective_KPI__c.Current_Value__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective_KPI__c.Description__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective_KPI__c.Target_Date__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective_KPI__c.Target_Value__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective_KPI__c.Unit__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective__c.Account__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective__c.Category__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective__c.End_Date__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective__c.Is_Current_User__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective__c.Is_Template__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective__c.Objective_Owner__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective__c.Objective_Type__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective__c.Priority__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective__c.Start_Date__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective__c.Status__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective__c.Success_Criteria__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective__c.Success_Plan__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective__c.Summary__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task_Assignment__c.Playbook_Task_End_Date__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task_Assignment__c.Playbook_Task_Start_Date__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task__c.Account__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task__c.Assigned_Resources__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task__c.Completed__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task__c.Description__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task__c.Duration_Days__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task__c.End_Date_Time__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task__c.End_Date__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task__c.Flagged__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task__c.Is_Template__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task__c.Name Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task__c.Notes__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task__c.Objective__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task__c.Parent_Success_Plan__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task__c.Playbook__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task__c.Resource_Role__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task__c.Start_Date_Time__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task__c.Start_Date__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task__c.Status__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task__c.Task_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook__c.Account__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook__c.Description__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook__c.Duration_Days__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook__c.End_Date__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook__c.Is_Active__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook__c.Is_Current_User__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook__c.Is_Template__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook__c.Name Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook__c.Objective__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook__c.Parent_Success_Plan__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook__c.Playbook_Owner__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook__c.Playbook_Status__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook__c.Stage__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook__c.Start_Date__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook__c.Status_Visual__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook__c.Success_Plan__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook__c.Team__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Resource__c.Contact__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Resource__c.Email__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Resource__c.First_Name__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Resource__c.Is_Active__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Resource__c.Line_Manager__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Resource__c.PSA_Resource__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Resource__c.Role__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Resource__c.Salesforce_User__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Source__c.Objective_Source__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Source__c.Objective__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Source__c.Playbook_Source__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Source__c.Playbook__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Source__c.Success_Plan_Source__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Source__c.Success_Plan__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Success_Plan__c.Account__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Success_Plan__c.Annual_Revenue__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Success_Plan__c.Challenges_and_Risks__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Success_Plan__c.Effective_Date__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Success_Plan__c.Is_Current_User__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Success_Plan__c.Is_Template__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Success_Plan__c.Last_Business_Review__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Success_Plan__c.Next_Business_Review__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Success_Plan__c.Status__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Success_Plan__c.Success_Plan_Owner__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Success_Plan__c.Summary__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Object Permission Account_Customer_Success_Resource__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Account_Customer_Success_Segment__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Activity_Contact__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Activity__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Customer_Success_Metric_Account_Value__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Customer_Success_Metric__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Customer_Success_Segment_Metric__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Customer_Success_Segment__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Filter_Set__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective_KPI__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task_Assignment__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task__c Read, Edit View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Resource__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Source__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Success_Plan__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Team_Membership__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Team__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Apex Page Permission fferpcore__wksp_api Enabled View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Tab Permission Account_Customer_Success_Resource__c Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Account_Customer_Success_Segment__c Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Activity__c Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Customer_Success_Metric_Account_Value__c Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Customer_Success_Metric__c Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Customer_Success_Segment_Metric__c Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Customer_Success_Segment__c Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Customer_Success_Workspace Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Filter_Set__c Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective_KPI__c Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective__c Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task__c Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook__c Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Resource__c Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Success_Plan__c Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Team__c Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.


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