Customer Success Administration Overview

The Customer Success Administration page enables you to easily find and launch your tasks from a single tab. The page is divided into sections, each section containing related tasks. You can access it from the App Launcher.

Note: In order to access and use the Customer Success Administration page, you must have access to the following:

Customer_Success_Administration Tab
HealthScoreDataController Apex Class
HealthScoreConfigurationController Apex Class

CSC Administration

The CSC Administration component contains the following sections.

Health Score Data Manager

This section contains actions that enable you to manage your health score data.

Delete Metric Account Values

You can use the Delete Metric Account Values action to quickly find metric account value records that match your selected criteria and then delete this data in large volumes. For more information, see Deleting Metric Account Values.

Schedule Metric Account Value Deletion

You can use the Schedule Metric Account Value Deletion action to specify deletion criteria and to schedule recurring jobs to ensure that Customer Success metric account value records that are no longer required are deleted at your specified schedule. For more information, see Scheduling Metric Account Value Deletion Jobs.

Configure Health Scores