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
Object Permission OpportunityLineItem Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Pricebook2 Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Apex Class Permission ExpOppCreationController Enabled View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
GenAiGenerateObjectiveKPIsController Enabled View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
OpportunityCreationController Enabled View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
OpportunityProductController Enabled View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Tab Permission Expansion_Opportunity_Product__c Visible View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Expansion_Opportunity__c Visible View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Field Permission Expansion_Opportunity_Product__c.Product__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Expansion_Opportunity__c.Account__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Expansion_Opportunity__c.Description__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Expansion_Opportunity__c.Expansion_Opportunity_Owner__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Expansion_Opportunity__c.Objective__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Expansion_Opportunity__c.Predicted_Value__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Expansion_Opportunity__c.Status__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Expansion_Opportunity__c.Success_Plan__c Edit, 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.Description Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Opportunity.IsClosed Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Opportunity.LeadSource Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Opportunity.TotalOpportunityQuantity Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Opportunity.Type Edit, Read 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
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.

Changed permissions

The table lists the permissions Changed for this version

TypeItemOld PermissionNew PermissionOld DescriptionNew Description
Object Permission Opportunity Read Create, Read, Edit, Delete 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.
Field Permission Opportunity.AccountId Read Edit, 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.


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