Customer Success workspace

The Customer Success workspace acts as a starting point for the activities that you conduct in your customer success manager role.

The Customer Success workspace contains the following components:

  • Global Navigation
  • CSC Workspace Actions
  • Chatter feed
  • KPI Cards
  • Playbook Task Portfolio Calendar
  • Playbook Task Portfolio Grid

The Customer Success workspace links enable you to open the pages that are relevant to your role.

Customer Success Workspace Global Navigation

CSC Workspace Actions

The CSC Workspace Actions component enables you to create activities, playbook tasks, playbooks, objectives, and success plans.

CSC Workspace Actions Component

Chatter Feed

The Chatter feed component enables you to view your bookmarked Chatter posts.

Chatter Feed Component

KPI Cards

KPI cards provide you with information to highlight important details about your playbooks, objectives, success plans and tasks. To display a list of detailed records specific to each card, click the blue title link.

Customer Success Cloud KPI Cards

The following KPI cards are available from the Customer Success workspace:

Name

Description

View Details
My Active Success Plans The count of success plans with a status of Active, that you are the success plan owner of.

Displays a list view of active success plans that you are the success plan owner of. The following fields are displayed:

  • Success Plan Name
  • Account
  • Success Plan Owner
  • Status
My Upcoming Business Reviews The count of success plans that have a business review occurring in the next 30 days, that you are the success plan owner of.

Displays a list view of success plans with business reviews occurring in the next 30 days that you are the success plan owner of. The following fields are displayed:

  • Success Plan Name
  • Account
  • Success Plan Owner
  • Status
My High Priority Objectives The count of objectives that have a Priority of High, that you are the objective owner of.

Displays a list view of high priority objectives that you are the objective owner of. The following fields are displayed:

  • Objective Name
  • Account
  • Success Plan
  • Objective Owner
  • End Date
  • Priority
  • Status
My Active Playbooks The count of playbooks, not including playbook templates, with a start date of today or before, and an end date of today or after, that you are the playbook owner of.

Displays a list view of active playbooks that you are the playbook owner of.

The following fields are displayed:

  • Playbook Name
  • Account
  • Start Date
  • End Date
  • Playbook Status
Flagged Tasks The count of tasks that have been marked as Flagged.

Displays a list view of flagged tasks.

The following fields are displayed:

  • Playbook
  • Playbook Task Name
  • Assigned Resources
  • Status
  • Start Date
  • End Date
My Red Playbooks The count of playbooks with a status of Red, that you are the playbook owner of.

Displays a list view of playbooks with a status of Red that you are the playbook owner of.

The following fields are displayed:

  • Playbook Name
  • Account
  • Start Date
  • End Date
  • Playbook Status

Playbook Task Portfolio Calendar Component

The Playbook Task Portfolio Calendar enables you to view and edit all playbook tasks and create new tasks in a calendar.

Playbook Task Portfolio Calendar Component

For more information about the Playbook Task Portfolio Calendar component, see Using the Calendars.

Playbook Task Portfolio Grid Component

The Playbook Task Portfolio Grid component enables you to view and edit all playbook tasks and create new tasks in a list.

Playbook Task Portfolio Grid Component

For more information about the Playbook Task Portfolio Grid component, see Using the Playbook Task Portfolio GridUsing the Playbook Task Portfolio Grid