Customer Success Cloud Lightning Components

Customer Success Cloud

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.

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
 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 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 Page
  • App Pages

Playbook Task Manager 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 Page

None
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 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 Page
  • Success Plan Record Page
  • Teams Record Page
  • Resource Pool Record Page
  • Objective Record Page
  • Playbook Record Page
 None
CSC Skill Manager Enables users to view, edit, and add skills to playbooks and CS Cloud resources.
  • Playbook Record Page
  • CS Cloud Resource Record Page
  • App Pages
  • 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 Page None
CSC Value Tracker

Enable users to view and manage all objective KPIs of:

  • The objectives associated with a success plan
  • The objectives associated with an account
  • A single objective
 Success Plan Record Page
  • Record Pages
  • App Pages
  • Workspaces
 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