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 Activity__c.Objective_KPI__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Apex Class Permission GenAiAvailabilityController Enabled View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
GenAiGenerateObjectivesController Enabled View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
GenAiSuccessPlanFromOppController Enabled View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
ObjectiveKpiDetailsController Enabled View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Object Permission Objective_KPI_Value__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective_KPI__c.Is_Blocked__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective_KPI__c.Is_External__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task__c.Order__c 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

No permissions were changed from this permission set for this version



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