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



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