Customer Success Cloud Lightning Components

Certinia provides Customer Success Cloud custom Lightning components that you can add to Lightning pages. You can also customize these components. You need permissions to access and use Certinia Lightning components.

Certinia provides the following Customer Success Cloud custom Lightning components for use on Lightning pages:

Customer Success Cloud Lightning Components
Component Name

Description

Managed Locations

Supported Locations

Properties

CSC Account Grid Enable users to view accounts in a list view.

Customer Success Management Workspace

App Pages None
CSC Actions: Record Pages

Enable users to create CS activities, playbook tasks, playbooks, objectives, and success plans from record pages.

Playbook Record Page Record Pages Customer Success Cloud Actions Lightning Component Properties
CSC Activity Tracker

Enable users to create CS activities and playbook tasks, and view and manage past and upcoming CS activities, playbook tasks, playbooks, objectives, and success plans.

Note: When added to a record page, the tracker only displays activities that are related to the account of the record page you are currently viewing.
Customer Success Management Workspace

Record Pages

App Pages

None
CSC Playbook Task Board Enable users to view and manage playbook tasks in a task board. Customer Success Management Workspace App Pages None
CSC Playbook Task Manager Enable users to manage playbook tasks in a list, scheduler, and kanban view. Playbook Record Page Playbook Record Pages

Playbook Task Manager Lightning Component Properties

CSC Playbook Task Portfolio Grid Enable users to view, edit, and add playbook tasks in a list view. Customer Success Management Workspace

App Pages

Experience Cloud Sites

Playbook Task Portfolio Grid Lightning Component Properties

CSC Playbook Task Portfolio Calendar

Enable users to view, edit, and add playbook tasks in a calendar view.

Customer Success Management Workspace

App Pages

Account Record Pages

None

CSC Playbook Task Team Calendar Enable users to view, edit, and add playbook tasks in a calendar view filtered by team member. Playbook Record Page Playbook Record Pages None
CSC Resourcing Enables users to allocate resources and view the resources already allocated to records. Account Record Pages, Success Plan Record Pages Playbook Record Pages None
CSC Success Tracker

Enable users to view and edit information about a success plan and its associated objectives, playbooks, and playbook tasks in a scheduler view.

Note: When added to an account record page, information about the account's associated success plans also displays.

Customer Success Management Workspace

Success Plan Record Page

App Pages

Record Pages

None
CSC Team Manager Enable users to view, add, and remove team members from a playbook team. Playbook Record Page Playbook Record Pages None
CSC Workspace Actions Enable users to create CS activities, playbook tasks, playbooks, objectives, and success plans from app pages. Customer Success Management Workspace App Pages Customer Success Cloud Actions Lightning Component Properties