Setting up CS Cloud

Before you can use CS Cloud, you must:

Ensure you have carried out the tasks outlined in Preparing to Install.
Assign CS Cloud licenses to your users.
Assign PSA licenses to your users.
Assign the relevant permissions to your users.
Assign the Playbook Project page layout using Feature Console.
Add the playbook default record type to the relevant profiles.
Set up email alerts.
[Optional] Customize FinancialForce In-App Guidance.

CS Cloud Lightning Components

FinancialForce packages the following CS Cloud custom Lightning components on the following workspaces and Lightning record pages:

Component Name	Description	Lightning Pages	Further Information
CSC Actions: Playbooks	Contains an action to create a playbook.	Workspaces	Creating a Playbook
CSC Task Manager	View, edit, and add playbook tasks in a list or scheduler.	Projects Workspaces	Using the Task Manager
CSC Team Manager	View, add, and remove members from your team.		Using Team Manager
CSC Task Portfolio	View and edit all playbook tasks and create new tasks in a list.		Using the Task Portfolio
CSC Task Portfolio Calendar	View and edit all playbook tasks and create new tasks in a calendar filtered by playbook.	Workspaces	Using the Calendars
CSC Task Team Calendar	View, edit, and add playbook tasks in a calendar filtered by team member.	Projects	Using the Calendars

Customizing CS Cloud Lightning Components

Permissions

You can assign the following permission set groups to users for access to CS Cloud:

Permission Set Group Name	Description
FF Group - CSC - Customer Success Manager	Includes the CSC - Customer Success and CSC - Task Management Components permission sets.

You can assign the following permission set groups to users for access to the CS Cloud Task Manager and CS Cloud Task Team Calendar components in PSA:

Permission Set Group Name	Description
FF Group - CSC - Project Manager	Includes the CSC - Task Management Components permission set.

For more information about the permissions included in these permission set groups, see Permission Sets and Other Technical Documentation.

Permission Controls

Permission controls are required to use the Team Manager component. For more information, see About Team Permission Controls in the PSA Help.

Setting up Page Layouts

To use CS Cloud, you must assign the Playbook Project page layout to the Playbook project record type. This can be done for all profiles using the CS Cloud feature in Feature Console. To do this:

Click the Feature Console tab.
Click CS Cloud.
Click Perform next to step 1.
When the step has completed, use the Status slider in the Feature section to enable the feature. The Playbook Project page layout is now assigned to the Playbook project record type for all profiles when using the Customer Success app.

Setting up Email Alerts

To enable email notifications when a team member has been assigned to a playbook task, you must share the email template with the users who will be assigning tasks. To do this:

Click the Email Templates tab.
Select All Folders.
Next to the CSC folder, select Share from the drop-down menu.
Select whether to share with the users, roles, or groups that will be assigning tasks from the drop-down menu in the Share With field.
Select the users, roles, or groups in the Names field.
Select View from the Access drop-down menu.
Click Share, then click Done.

Add the Playbook Record Type to Profiles

To enable users to create playbooks, you must add the Playbook record type to the relevant profiles. To do this:

From Setup, go to Users | Profiles.
Select the profile to which you want to assign Playbook as the default record type.
In Object Settings, click Projects.
In the Custom Record Type Settings section, click Edit next to Projects.
Select Playbook from the Available Record Types list.
Click Add.
Click Save.

Adding Customizable Lightning Components

You can add components to a FinancialForce Lightning home page, app page, or record page. For more information, see PSA Lightning Components Overview in the PSA Help.

Recommended Additional Components:

PSA's Time Entry Lightning component

You can add the PSA Time Entry component to the Customer Success Workspace or to a playbook or account record page.

To use the Time Entry component in CSC, the user must have:

A work calendar set up.
A region, practice, or group assigned. The RPG must match the RPG assigned to the playbook they are logging time against.
The Allow Timecards Without Assignment checkbox selected on the playbook record page.
The PSA - Enter Time Against Tasks permission set assigned.

For more information about setting up a Work Calendar, see Setting up Work Calendars in the PSA Help.

To allow users to submit time against project tasks using the Time Entry component on the workspace or playbook or account record page:

Open the page where you want to add the Time Entry component.
Click Setup | Edit Page. The page opens in the Lightning App Builder.
From the Custom - Managed list, drag the Time Entry component onto the page.
In the properties pane:
- Select the Allow Project Tasks checkbox
- Ensure that Allow Assignments and Allow Milestones are deselected.
Save and activate the Lightning page.
Go to Setup | Custom Settings.
Click Manage next to Timecard Entry UI Personal.
Click Edit.
Ensure that Task Time Entry Mode is set to anything but Current.
[Optional] To only allow time to be submitted against tasks, set the Task Time Entry Mode field to Calculated and select the Lock Timecard Hours in Calculated Mode checkbox.
Click Save.

Using the Time Entry Component:

From the Time Entry component, you can:

Enter time from the Customer Success Workspace
Enter time from a playbook record page
Enter time from an account record page

To enter time from the Customer Success Workspace:

Select the playbook.
From the Task Hours field, select the task from the picklist.

To enter time from a playbook record page:
The playbook will be auto populated with the playbook you are accessing the component from.

From the Task Hours field, select the task from the picklist.

To enter time from an account record page:

Select the playbook.
From the Task Hours field, select the task from the picklist.

For information on using the Time Entry Component, see Using the Time Entry Lightning Component in the PSA Help.

Note that in CSC, you can only use the Time Entry Component to submit time against tasks and playbooks.

Notes:

A playbook must be active for part or all of the date range you are submitting time for. For example, time entries between 23/05 - 29/05 must have a playbook that is active for at least part of that time period.

Playbooks can be disabled from time entry by selecting the Closed for Time Entry checkbox.

Customizing FinancialForce In-App Guidance

FinancialForce In-App Guidance uses Salesforce user engagement features to deliver FinancialForce content, such as tutorials and learning paths, directly from our products.

CS Cloud includes a docked prompt, which displays a FinancialForce video tutorial overview of the app on the CS Cloud workspace. You can control the visibility of prompts, activate and deactivate them, and clone and customize them.

To find out more about FinancialForce In-App Guidance, see the FinancialForce In-App Guidance Quick Start Guide - Fall 2021.

To find out more about Salesforce User Engagement, see the Salesforce Help.