Customer Success Cloud Permissions

Changes made to CSC - Customer Success

Changes made since the last version

Added permissions

The table lists the permissions added for this version

TypeItemPermissionDescription
Field Permission Account_Customer_Success_Segment__c.Is_Active__c Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Activity__c.Objective__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Activity__c.Playbook__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Activity__c.Success_Plan__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Apex Class Permission BusinessChallengeController Enabled View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Tab Permission Business_Challenge__c Visible View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Business_Challenge__c.Category__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Business_Challenge__c.Notes__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Business_Challenge__c.Success_Plan__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
ObjectiveKpiController Enabled View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
ObjectiveKpiOverviewGridController Enabled View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Objective_KPI__c.Category__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Objective_KPI__c.Previous_KPI_Progress__c Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Objective_KPI__c.Previous_Value__c Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Objective_KPI__c.Progress__c Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Objective_KPI__c.Status__c Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Objective__c.Parent_Account__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Object Permission Playbook_Skill__c Create, Read, Edit, Delete View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Playbook_Skill__c.Rating__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Playbook__c.Role__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
RecordCloneController Enabled View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Resource_Pool_Membership__c Create, Read, Edit, Delete View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Resource_Pool__c Visible View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Resource_Pool__c.Description__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Resource_Pool__c.Resource_Pool_Role__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Resource_Skill__c Create, Read, Edit, Delete View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Resource_Skill__c.Notes__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Resource_Skill__c.Numerical_Rating__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Resource_Skill__c.Rating__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
SkillManagementController Enabled View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Skill__c Visible View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Skill__c.Description__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Skill__c.Role__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Skill__c.Type__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.

Removed permissions

The table lists the permissions removed for this version

TypeItemPermissionDescription
Field Permission Objective_KPI__c.Description__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.
Playbook__c.Success_Plan__c Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.

Changed permissions

No permissions were changed from this permission set for this version



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