New Features and Enhancements in Customer Success Cloud December 2023

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

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

Customer Success Enhancements

Team Manager

For consistency between team members and allocating resources to playbook tasks, now only Customer Success Cloud resources can be added to a team using the Team Manager. For more information, see Using Team Manager.

Activity Tracker Enhancements

Upcoming Activities

We've added a new section to Activity Tracker that enables you to view upcoming activities that are due to start or end in the next seven days. For more information, see Using Activity Tracker

Activity Fields

We've added new fields to the Activity object, which improve the ordering and filtering of activities in Activity Tracker. For more information, see Activity Fields and Using Activity Tracker.

Creating Playbook Tasks

We have added the Account field to the Playbook Task object, this change has been made to support enhancements to playbook task creation in a future release, and included in the CSC - Customer Success permission set. The Account field enables you to link an account directly to a playbook task. For more information, see Playbook Task Fields.

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.