SECTIONS
CS Cloud Lightning Components
Customer Success Cloud
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:
| Component Name |
Description |
Managed Locations |
Supported Locations |
Properties |
|---|---|---|---|---|
| CSC Actions: Record Pages |
Contains actions to create a playbook, create a playbook template, and create an objective. |
Playbook Record Page | Record Pages | None |
| CSC Task Manager | View, edit, and add playbook tasks in a list or scheduler. | Playbook Record Page | Project Record Pages | |
| CSC Task Portfolio | View and edit all playbook tasks and create new tasks in a list. | Customer Success Workspace |
App Pages Experience Cloud Sites |
|
| CSC Task Portfolio Calendar |
View and edit all playbook tasks and create new tasks in a calendar filtered by playbook. |
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 Team Manager | View, add, and remove members from your team. | 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 |
| CSC Workspace Actions | Contains an Actions accordion with actions to create a playbook, create a playbook template, and create an objective. | Customer Success Workspace | App Pages | None |