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.
Adding Lightning Components to a Page
- From Setup | Lightning App Builder, select the page you want to add a Lightning component to.
- Click and drag a component on to the relevant part of the Lightning page layout.
- [Optional] Use the options in the component properties to configure the component. See the table below for more information about a component's properties.
- Save your changes and activate the page if required.
- [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:
| 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. |
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. | 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 |
|
| CSC Playbook Task Portfolio Grid | Enable users to view, edit, and add playbook tasks in a list view. | None |
App Pages Experience Cloud Sites |
|
| 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 | 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. |
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 |