Setting up Customer Success Cloud

1. Ensure that all users that are customer success managers are correctly linked with a CS Cloud Resource record.

2. To create Account Customer Success Resource records for custom Salesforce user fields on the account record page that surface the account customer success manager, enter and run the following code in developer console.

   Note: Replace Your_CSM_User_Lookup__c with your existing custom user field name before executing the code to generate Account Customer Success Resource records for all existing Account CSM relationships.
   Copy

   final Integer MAX = 5000;
   List<Account> accounts = [
       SELECT Id, Your_CSM_User_Lookup__c
       FROM Account
       WHERE Your_CSM_User_Lookup__c != NULL
       AND Id NOT IN (
           SELECT csc__Account__c
           FROM csc__Account_Customer_Success_Resource__c
       )
       LIMIT :MAX
   ];
   
   Assert.isFalse(accounts.isEmpty(), 'No Account Customer Success Resources to create.');
   
   Set< Id> assignedUserIds = new Set<Id>();
   for (Account account : accounts) {
       assignedUserIds.add(account.Your_CSM_User_Lookup__c);
   }
   
   List<csc__Resource__c> resources = [
       SELECT Id, csc__Salesforce_User__c
       FROM csc__Resource__c
       WHERE csc__Salesforce_User__c IN :assignedUserIds
       LIMIT :MAX
   ];
   
   Map<Id, Id> resourceIdByUserId = new Map<Id, Id>();
   for (csc__Resource__c resource : resources) {
       resourceIdByUserId.put(resource.Salesforce_User__c, resource.Id);
   }
   
   List<csc__Account_Customer_Success_Resource__c> accountCSResources = new List<csc__Account_Customer_Success_Resource__c>();
   for (Account account: accounts) {
       csc__Account_Customer_Success_Resource__c accountCSResource = new csc__Account_Customer_Success_Resource__c();
          accountCSResource.csc__Account__c = account.Id;
       accountCSResource.csc__Resource__c = resourceIdByUserId.get(account.Your_CSM_User_Lookup__c);
       accountCSResources.add(accountCSResource);
   }
   
   insert accountCSResources;

For more information about executing Anonymous Apex Code, see the Salesforce Help.

You can add the CSC Playbook Task Portfolio Grid component to your existing Experience Cloud site to enable your customers to view and edit playbook tasks.

When using the Playbook Task Portfolio Grid on your Experience Cloud site the following buttons are not available:

• Add Task
• Delete Tasks
• Flag Tasks

To add the CSC Playbook Task Portfolio Grid to an existing Experience Cloud site:

1. Click Setup | Feature Settings | Digital Experiences | All Sites.
2. Click Builder next to the site you want to update.
3. Click . The Components panel opens.
4. Navigate to the Custom Components section.
5. Drag the CSC Playbook Task Portfolio Grid onto the page.
6. Click Publish, then Publish again. You will receive an email confirmation when your changes are live on your Experience Cloud site.

Setting up Permission Sets

You can configure your Experience Cloud site permissions to control how your customers can interact with playbook tasks. Permissions can restrict some of the functionality, enabling you to protect your data while still enabling the customer to view their tasks, and perform permitted actions enforced by your permission configuration.

For more information about setting up permission sets, see Setting up Permission Sets for Experience Cloud Sites.

Creating Sharing Sets

You can decide which objects to give your users access to. You must create sharing sets to share the records with your users. A user can only see an object if their profile allows them at least read-only access to it.

To create a sharing set, Navigate to Setup | Feature Settings | Digital Experiences | Settings. For information on how to create a sharing set, search for “Set Up Sharing Sets” in the Salesforce Help.

To share records with your users:

1. On the Sharing Set Edit page, enter a label in the Label field and accept the default Sharing Set Name. Label is the sharing set label as it appears on the user interface. The Sharing Set Name is the unique name used by the API.
2. Select the profiles of the users to whom you want to provide access: Customer Community Plus User or Partner Community User.
3. Select the following objects to grant users access to them:
   • Playbook
   • Playbook Task
   Note:

   If the Playbook Task object does not display, complete the following steps:

   1. Navigate to Setup | Security | Sharing Settings.
   2. Click Edit next to Organisation-Wide Defaults.
   3. Set the Default External Access column to Private for the Playbook Task object.
   4. Click Save .
4. From the Configure Access section, click Edit next to the Playbook object. The Access Mapping for Playbook window opens. Select the following values from the fields displayed:
   • User: "Account"
   • Target Project: "csc__Account__c"
   • Access Level: "Read Only"
5. Click Save.

The following table details the minimum required object permissions for a Community user to have access to playbooks and playbook tasks:

Object	Minimum Permission
Playbook	Read
Playbook Task	Read