Preparing to Install

These are the tasks that you must consider before installing Customer Success Cloud October 2023.

Dependencies on Other Certinia Packages

You must install Foundations Winter 2023 before installing Customer Success Cloud October 2023.

Concepts

Customer Success Workspace

Tasks

Setting up Customer Success Cloud

Setting Up Custom Notifications and Flows

Using the Activity Tracker

Using the Calendars

Using the Playbook Task Manager

Using Team Manager

Using the Playbook Task Portfolio Grid

Creating a Playbook

Creating an Objective

Creating a Success Plan

Creating a Team

Customizable Lightning Components

Using Success Tracker

Reference

Objective Fields

Playbook Fields

Success Plan Fields

Playbook Task Assignment Fields

Playbook Task Fields

Playbook Task Manager Lightning Component Properties

Playbook Task Portfolio Grid Lightning Component Properties

Customer Success Cloud Actions Lightning Component Properties

Customer Success Cloud Resource Fields

Team Membership Fields

Playbook Task Field Sets

Customer Success CloudLightning Components

Permission Sets and Other Technical Documentation

Success Tracker Lightning Component Fields

Objective Field Sets

Playbook Field Sets

Success Plan Field Sets

Managing Custom Settings from Setup