SECTIONSNew Features and Enhancements in Customer Success Cloud August 2023
The following new features have been introduced in the August 2023 release of Customer Success Cloud.
If you are upgrading from a previous version, see Upgrading to Customer Success Cloud August 2023. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.
Filtering
We have enhanced how the filter panel works on the Playbook Task Portfolio Grid and on the calendars. These changes have been made to support filtering on custom fields in a future release. As a result, any filters you have previously set must be reinstated following your upgrade to CS Cloud August.
Creating Success Plans
When creating a success plan, all of the success plan templates are now viewable as cards, as well in a list view. The cards give you relevant insights about the template, making choosing a template to use for your new success plan easier. You can switch between the card and list view from the view menu.
You can also now use the Create Blank button from the template window to create a new success plan from scratch, or to create a new success plan template.
For more information, see Creating a Success Plan.
Creating Playbooks
You can now select an objective to associate with the playbook during playbook creation. When you create a playbook using the Create Playbook action from an objective record page, the Objective field is pre-populated with the objective you are currently on. This enables you to associate an objective with your playbook during creation, which streamlines the creation of playbooks that have all of the relevant information on.
Additional Template Fields
Your administrator can now specify additional fields that are copied from a template during record creation. For more information, see Managing Custom Settings from Setup.
CS Cloud Enhancements
You can now only link one Salesforce user to a CS Cloud Resource record. This ensures that the current and logged in user can be clearly identified so that some of the fields that rely on this information are accurate.
We have also renamed the Kanban view in the Playbook Task Manager to Task Board.
Finally, when you adjust the column size in the Playbook Task Portfolio, the size is retained when you use the same browser on the same device. This means the grid is set up to your preferences and ready to use.
CS Cloud Analytics
We have restored ordering and limits in the Average Playbook Duration by Account and Playbook Template Usage Average Playbook Duration (Days) charts on the Customer Success Manager dashboard. For more information, see Customer Success Manager Dashboard.
We have also added the following fields into the Customer Success Cloud recipe:
- Playbook Task Duration (Days)
- Playbook Task Is Complete
- Success Plan Last Business Review
- Success Plan Next Business Review
For more information, see CS Cloud Analytics Data Reference
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.