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

Type	Item	Permission	Description
Field Permission	Activity__c.Expansion_Opportunity__c	Edit, Read	View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
	Opportunity.Pricebook2Id	Read	View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
	Playbook__c.Expansion_Opportunity__c	Read	View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Object Permission	Account	Read	View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
	Contact	Read	View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
	Opportunity	Read	View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Tab Permission	Expansion_Opportunity_Instance__c	Visible	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

© Copyright 2009–2026 Certinia Inc. All rights reserved. Various trademarks held by their respective owners.