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 Case Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
ContentDocument Read, Edit, Delete View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
ContentVersion Create, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
PricebookEntry Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Field Permission Account.AnnualRevenue Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Account.Description Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Account.Industry Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Account.Ownership Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Account.Rating Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Account.Type Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Account_Customer_Success_Resource__c.Line_Manager_Is_Current_User__c Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Account_Product__c.Product_Health_Score__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Case.AccountId Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Case.IsClosed Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Case.IsEscalated Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Case.Status Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Case.Subject Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Contact.AccountId Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Contact.Title Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
ContentVersion.ContentSize Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
ContentVersion.IsLatest Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Objective_KPI__c.Start_Date__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Opportunity.Amount Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Pricebook2.IsStandard Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Product2.Family Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Product2.IsActive Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Resource__c.Line_Manager_Is_Current_User__c Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Apex Class Permission ObjectiveKpiModalController Enabled View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.

Removed permissions

No permissions were removed from this permission set for this version


Changed permissions

The table lists the permissions Changed for this version

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


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