CSC Resourcing Lightning Component Fields

Resourcing enables you to allocate resources and view the resources already allocated to accounts, success plans, and playbooks. For more information about this component, see Resourcing Overview and Customer Success Cloud Lightning Components.

Columns

The following table describes the columns displayed in the Allocated Resources table of the CSC Resourcing component.

Columns in the CSC Resourcing Component

Column

Description
Resource Name The name of the resource allocated to the record.
Role The role of the resource allocated to the record.

Buttons

The following table describes the buttons displayed in the CSC Resourcing component.

Buttons in the CSC Resourcing Component

Button

Description
Allocate Opens the Allocate Resources window, which lists the resources that are available to allocate to the record.