New Features and Enhancements in Customer Success Cloud October 2023

The following new features have been introduced in the October 2023 release of Customer Success Cloud.

If you are upgrading from a previous version, see Upgrading to Customer Success Cloud October 2023. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.

Activity Tracker

We have introduced the Activity Tracker, which enables you to view activity information from the last 12 months at a glance. The Activity Tracker provides updates for all supported objects and fields that have tracking enabled. For information about object and field tracking, see the Salesforce Help.

For more information, see the following topics:

Success Tracker

You can now view information about the records displayed in the Success Tracker using the Record Details panel. The panel displays useful information about the selected objective, playbook, or playbook task. This includes details such as the relevant description, a progress bar and the number of tasks completed, as well as a list of all associated records. You can also mark tasks as complete from the objective, playbook, and playbook task level. The new Notes field enables you to view and add notes to a playbook task directly from the Success Tracker.

The way that the progress is calculated for objectives in the Success Tracker has changed. The percentage is now based on the proportion of completed playbook tasks on the playbooks associated with the objective.

You can now also hover over the progress bar to see information about task completeness.

For more information, see Using Success Tracker and Success Tracker Lightning Component Fields.

Grid Sorting Information

The selected sorting criteria is now displayed on the Playbook Task Portfolio Grid and Playbook Task Manager grid view. For more information, see Using the Playbook Task Portfolio Grid and Using the Playbook Task Manager.

Fixes

Fixes are listed on the Known Issues page of the Certinia Community. You can access this page from the Community Support Hub. For a brief description of the issues that have been fixed in this version of Customer Success Cloud, see the relevant section of the Known Issues page.