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 Account_Resourcing__c.Is_Assigned__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Account_Resourcing__c.Is_Default__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Account_Resourcing__c.Region__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Account_Skill__c.Rating__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Account_Skill__c.Skill_Set__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Activity_Product__c.Product__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective_KPI_Product__c.Product__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective_Product__c.Product__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Product__c.Product__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task_Product__c.Product__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook__c.Completed__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Success_Plan_Product__c.Product__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Tab Permission Account_Resourcing__c Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Account_Skill__c Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Activity_Product__c Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective_KPI_Product__c Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Objective_Product__c Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Product__c Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Playbook_Task_Product__c Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Success_Plan_Product__c Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Apex Class Permission ProductController 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

The table lists the permissions Changed for this version

TypeItemOld PermissionNew PermissionOld DescriptionNew Description
Field Permission Account_Product__c.Product__c Edit, Read Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks. View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Tab Permission Success_Plan_Skill__c Visible View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks. View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.
Object Permission Success_Plan_Skill__c Read View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks. View the Customer Success app, CS Cloud records, and CS Cloud components, and manage playbook tasks.


© Copyright 2009–2025 Certinia Inc. All rights reserved. Various trademarks held by their respective owners.