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
Field Permission Activity__c.Success_Plan__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Apex Class Permission BusinessChallengeController Enabled View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Tab Permission Business_Challenge__c Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Business_Challenge__c.Category__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Business_Challenge__c.Notes__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Business_Challenge__c.Success_Plan__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
ObjectiveKpiOverviewGridController Enabled View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective_KPI__c.Progress__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective__c.Parent_Account__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Resource_Pool__c.Resource_Pool_Role__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
Field Permission Objective__c.Account__c Edit, Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Resource_Pool__c.Role__c 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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