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
Field Permission Account_Resourcing__c.Is_Assigned__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Account_Resourcing__c.Is_Default__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Account_Resourcing__c.Region__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Account_Skill__c.Rating__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Account_Skill__c.Skill_Set__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Activity_Product__c.Product__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Objective_KPI_Product__c.Product__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Objective_Product__c.Product__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Playbook_Product__c.Product__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Playbook_Task_Product__c.Product__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Playbook__c.Completed__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Policy_Version__c.Content__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Policy_Version__c.Execution_Instructions__c Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Policy_Version__c.Is_Default__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Policy__c.Description__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Policy__c.Is_Active__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Success_Plan_Product__c.Product__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Work_Suggestion__c.Account__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Work_Suggestion__c.Source_Policy__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Work_Suggestion__c.Suggested_Records__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Work_Suggestion__c.Triggering_Event_Description__c Edit, Read View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Tab Permission Account_Resourcing__c Visible View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Account_Skill__c Visible View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Activity_Product__c Visible View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Objective_KPI_Product__c Visible View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Objective_Product__c Visible View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Playbook_Product__c Visible View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Playbook_Task_Product__c Visible View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Policy_Version__c Visible View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Policy__c Visible View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Success_Plan_Product__c Visible View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Work_Suggestion__c Visible View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
Apex Class Permission GenAiPolicyInstructionsController Enabled View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
PolicyCreationController Enabled View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
ProductController Enabled View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
SuggestedRecordsCreationController Enabled View the Customer Success app, manage CS Cloud records, and use the CS Cloud components.
SuggestedRecordsValidationController 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
Tab Permission Success_Plan_Skill__c Visible 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.
Object Permission Success_Plan_Skill__c Create, Read, Edit, Delete 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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