Customer Success Cloud Permissions

Changes made to CSC - Participant User

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

Removed permissions

The table lists the permissions removed for this version

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

Changed permissions

The table lists the permissions Changed for this version

TypeItemOld PermissionNew PermissionOld DescriptionNew Description
Field Permission Objective_KPI__c.Baseline_Value__c Read Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks. View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective_KPI__c.Current_Value__c Read Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks. View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective_KPI__c.Target_Date__c Read Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks. View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective_KPI__c.Target_Value__c Read Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks. View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective_KPI__c.Unit__c Read Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks. View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective__c.Category__c Read Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks. View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective__c.End_Date__c Read Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks. View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective__c.Is_Current_User__c Read Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks. View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective__c.Is_Template__c Read Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks. View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective__c.Objective_Owner__c Read Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks. View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective__c.Objective_Type__c Read Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks. View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective__c.Priority__c Read Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks. View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective__c.Start_Date__c Read Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks. View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective__c.Status__c Read Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks. View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective__c.Success_Criteria__c Read Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks. View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective__c.Success_Plan__c Read Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks. View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective__c.Summary__c Read Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks. View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.


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