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.

Configure Health Scores

You can use the Configure Health Scores action to configure the segment metrics associated with a segment, such as updating the metric's weightings and thresholds. For more information, see Configuring Segment Metrics.