Customer Success Cloud Permissions

Salesforce Standard Objects and Fields Permissions


For functional permissions to work correctly, you must ensure permission and security access is correctly configured. The table lists the Salesforce standard objects requiring CRUD (Read, Create, Update, and Delete) access and fields requiring field-level security access needed for each permission set.


Permission Set LabelPermission Set API NameTypeItemPermission
CSC - Analytics Integration User Read Access CSCAnalyticsIntegrationUserReadAccess Field Permission Account.AnnualRevenue Read
CSC - Customer Success CSCCustomerSuccess Field Permission Opportunity.AccountId Edit, Read
Opportunity.Description Edit, Read
Opportunity.IsClosed Read
Opportunity.LeadSource Edit, Read
Opportunity.TotalOpportunityQuantity Edit, Read
Opportunity.Type Edit, Read
Object Permission Opportunity Create, Read, Edit, Delete
OpportunityLineItem Read
Pricebook2 Read
Product2 Read
CSC - Participant User CSCParticipantUser Field Permission Opportunity.AccountId Read
Object Permission OpportunityLineItem Read
Pricebook2 Read
Product2 Read


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