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 Activity__c.Expansion_Opportunity__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Expansion_Opportunity_Instance__c.Opportunity_Amount__c Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Expansion_Opportunity_Instance__c.Opportunity_Close_Date__c Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Expansion_Opportunity_Instance__c.Opportunity_Owner_Name__c Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Expansion_Opportunity_Instance__c.Opportunity_Stage__c Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Expansion_Opportunity__c.Is_Active__c Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Expansion_Opportunity__c.Is_Owner_Current_User__c Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Objective_KPI_Value__c.Current_Value__c Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Opportunity.Pricebook2Id Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Playbook__c.Expansion_Opportunity__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Work_Suggestion__c.AI_Generated__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Work_Suggestion__c.Dismissal_Comment__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Work_Suggestion__c.Dismissal_Reason__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Work_Suggestion__c.Title__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Apex Class Permission AccountHighlightsController Enabled View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
ExpansionOpportunityController Enabled View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
GenAiGeneratePlaybooksController Enabled View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
KeyStakeholdersController Enabled View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
WorkSuggestionController Enabled View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Object Permission Account Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Contact Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Tab Permission Expansion_Opportunity_Instance__c Visible 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_Value__c.Current_Value__c Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Work_Suggestion__c.Suggested_Records__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Apex Class Permission SuggestedRecordsCreationController Enabled View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
SuggestedRecordsValidationController Enabled View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.

Changed permissions

The table lists the permissions Changed for this version

TypeItemOld PermissionNew PermissionOld DescriptionNew Description
Field Permission Policy_Version__c.Content__c Edit, Read Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components. View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Policy_Version__c.Is_Default__c Edit, Read Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components. View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Object Permission OpportunityLineItem Read Create, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components. View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Policy_Version__c Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components. View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Tab Permission Policy_Version__c Visible View the Customer Success app, manage CS Cloud records, and use the CS Cloud components. View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.


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