CS Cloud Lightning Components

FinancialForce provides CS Cloud custom Lightning components that you can add to Lightning pages. You can also customize these components. You need permissions to access and use FinancialForce Lightning components.

FinancialForce provides the following CS Cloud custom Lightning components for use on Lightning pages:

CS Cloud Lightning Components
Component Name

Description

Managed Locations

Supported Locations

Properties
CSC Actions: Playbooks Contains an action to create a playbook. Customer Success Workspace App Pages None
CSC Task Manager View, edit, and add playbook tasks in a list or scheduler. Playbook Record Page Project Record Pages

Task Manager Lightning Component Properties

CSC Team Manager View, add, and remove members from your team. Playbook Record Page Project Record Pages None
CSC Task Portfolio View and edit all playbook tasks and create new tasks in a list. Customer Success Workspace

App Pages

Experience Cloud Sites

Task Portfolio Lightning Component Properties

CSC Task Portfolio Calendar

View and edit all playbook tasks and create new tasks in a calendar filtered by playbook.

Warning: The Task Portfolio Calendar component is not intended for use on Project record pages. We recommend adding the Task Team Calendar component instead.
 Customer Success Workspace

App Pages

Record Pages

Task Portfolio Calendar Lightning Component PropertiesUsing the Calendars

CSC Task Team Calendar View, edit, and add playbook tasks in a calendar filtered by team member. Playbook Record Page Project Record Pages None
CSC Playbook Header Displays the name and key details of the playbook you are currently viewing . Playbook Record Page Project Record Pages None
DEPRECATED: CSC Playbook Summary Bar

This has been deprecated in October 2022 and will be removed in a future release. We recommend using the CSC Playbook Header component instead.

 Playbook Record Page Project Record Pages None