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
Object Permission OpportunityLineItem Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Pricebook2 Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Product2 Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Tab Permission Expansion_Opportunity_Product__c Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Expansion_Opportunity__c Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Field Permission Expansion_Opportunity_Product__c.Product__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Expansion_Opportunity__c.Account__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Expansion_Opportunity__c.Description__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Expansion_Opportunity__c.Expansion_Opportunity_Owner__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Expansion_Opportunity__c.Objective__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Expansion_Opportunity__c.Predicted_Value__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Expansion_Opportunity__c.Status__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Expansion_Opportunity__c.Success_Plan__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.

Removed permissions

The table lists the permissions removed for this version

TypeItemPermissionDescription
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.

Changed permissions

No permissions were changed from this permission set for this version



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