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.

  1. From Setup | Lightning App Builder, select the page you want to add a Lightning component to.
  2. Click and drag a component on to the relevant part of the Lightning page layout.
  3. [Optional] Use the options in the component properties to configure the component. See the table below for more information about a component's properties.
  4. Save your changes and activate the page if required.
  5. [Optional] Set your changes as the org wide default and click Close.

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

Account Customer Success Segment Record Page

App Pages

 Account Grid Lightning Component Properties
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

 CSC Objective KPI Overview Grid Enable users to view and manage all objective KPIs of the objectives associated with a success plan record. Success Plan Record Page Record Pages None
Activity Tracker Lightning Component Properties
CSC Administration Enables administrators to manage Customer Success Cloud data.

Customer Success Administration App Page

Note:

In order to use the buttons available on the CSC Administration component, you must have access to the following:

  • HealthScoreDataController Apex Class
  • HealthScoreConfigurationController Apex Class
 App Pages None
CSC Objective KPI Overview Grid Enable users to view all objective KPIs of the objectives associated with a success plan record. Success Plan Record Page Record Pages None        
CSC Playbook Task Board Enable users to view and manage playbook tasks in a task board. None App Pages None
CSC Playbook Task Manager Enable users to manage playbook tasks in a list, scheduler, task board, or calendar view, depending on the page it is accessed from.

Customer Success Management Workspace

Playbook Record Page

Account Record Pages

App 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. None

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.

 None

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, Teams Record Pages, Resource Pool Record Pages. Objective 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. It also enables you to create objectives, playbooks, playbook tasks, and success plans.

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