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
Apex Class Permission AutoAllocationResourceController Enabled View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Tab Permission Customer_Success_Timesheet_Entry Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Miscellaneous_Time__c Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Field Permission Miscellaneous_Time__c.Description__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Miscellaneous_Time__c.Friday_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Miscellaneous_Time__c.Monday_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Miscellaneous_Time__c.Saturday_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Miscellaneous_Time__c.Sunday_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Miscellaneous_Time__c.Thursday_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Miscellaneous_Time__c.Total_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Miscellaneous_Time__c.Tuesday_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Miscellaneous_Time__c.Wednesday_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Opportunity.AccountId Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Customer_Success_Resource__c Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Customer_Success_Resource__c.End_Date__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Customer_Success_Resource__c.Is_Active__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task_Time__c Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task_Time__c.Friday_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task_Time__c.Monday_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task_Time__c.Saturday_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task_Time__c.Sunday_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task_Time__c.Thursday_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task_Time__c.Total_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task_Time__c.Tuesday_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task_Time__c.Wednesday_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Time__c Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Time__c.Friday_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Time__c.Monday_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Time__c.Saturday_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Time__c.Sunday_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Time__c.Thursday_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Time__c.Total_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Time__c.Tuesday_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Time__c.Wednesday_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook__c.Region__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Region__c Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Region__c.Description__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Region__c.Hierarchy_Depth__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Region__c.Parent_Region__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Region__c.Region_Hierarchy_ID_Chain__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Region__c.Region_Hierarchy_Name_Chain__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Region__c.Reversed_Hierarchy_ID_Chain__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Resource_Pool__c.Region__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Resource__c.Region__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Resource__c.Work_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Source__c.Success_Plan_Opportunity_Source__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Success_Plan__c.Opportunity__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
TelemetryLoggerController Enabled View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
TimeEntryController Enabled View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Timecard_Header__c Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Timecard_Header__c.Account__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Timecard_Header__c.Friday_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Timecard_Header__c.Miscellaneous_Time_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Timecard_Header__c.Monday_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Timecard_Header__c.Playbook_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Timecard_Header__c.Playbook_Task_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Timecard_Header__c.Saturday_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Timecard_Header__c.Sunday_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Timecard_Header__c.Thursday_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Timecard_Header__c.Total_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Timecard_Header__c.Tuesday_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Timecard_Header__c.Wednesday_Hours__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.

Removed permissions

No permissions were removed from this permission set for this version


Changed permissions

The table lists the permissions Changed for this version

TypeItemOld PermissionNew PermissionOld DescriptionNew Description
Field Permission Activity__c.Account__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.
Activity__c.Notes__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.
Activity__c.Objective__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.
Activity__c.Playbook__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.
Activity__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.
Activity__c.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.
Business_Challenge__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.
Business_Challenge__c.Notes__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.
Business_Challenge__c.Opportunity__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.
Business_Challenge__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.
Object Permission Objective_Business_Challenge__c Read Create, Read, Edit, Delete 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.Opportunity__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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