Customizable Lightning Components

Add the CSC Success Tracker component to the Account Record Page. For more information about adding components to a Lightning page, see Customer Success Cloud Lightning Components.

Add the CSC Activity Tracker component to the Account Record Page. For more information about adding components to a Lightning page, see Customer Success Cloud Lightning Components.

Add the CSC History Tracker component to the Account Record Page. For more information about adding components to a Lightning page, see Customer Success Cloud Lightning Components.

Add the CSC Value Tracker component to the Account Record Page. For more information about adding components to a Lightning page, see Customer Success Cloud Lightning Components.

1. In Setup | Object Manager, click Account.
2. Click Compact Layouts.
3. Click New and enter a label and name for the layout. For example, enter CSM Account View and CSM_Account_View in the label and name field respectively.
4. Add the following fields to the layout:
   • Type
   • Phone
   • Website
   • Account Owner
   • Account Site
   • Industry
5. Click Save.
6. From the Compact Layouts page, click Compact Layout Assignment and select the layout you just created.

For more information about this component and for a description of these fields, see the Salesforce Help.

In object manager, add the Playbooks related list to the Account page layout. For more information about adding related lists to page layouts, see the Salesforce Help.

In object manager, add the CS Activities related list to the Account page layout. For more information about adding related lists to page layouts, see the Salesforce Help.

In object manager, add the Account Customer Success Resources related list to the Account page layout, so that you can create records for the Account Customer Success Resource object quickly and efficiently. For more information about adding related lists to page layouts, see the Salesforce Help.

In object manager, add the Activity Contacts related list to the Contact page layout. For more information about adding related lists to page layouts, see the Salesforce Help.

Add the CSC Actions: Playbooks component to the Account page. For more information about adding components to a lightning page, see Customer Success Cloud Lightning Components.

Add the CSC Activity Tracker to the Customer Success Management Workspace and any additional record pages. For more information about adding components to a Lightning page, see Customer Success Cloud Lightning Components.

To view the most relevant information in History Tracker, we recommend enabling tracking for the following supported objects and fields:

For more information about:

• Enabling object and field tracking, see the Salesforce Help
• Setting up additional objects in History Tracker, see Setting up Additional Objects in History Tracker

To add custom fields to Value Tracker:

1. From Setup | Lightning App Builder, open the page or workspace where Value Tracker is enabled.
2. Click the Value Tracker grid.
3. Click the Value Tracker tab to display the properties pane.
4. In the Additional Objective KPI Fields drop-down list, select the objective KPI field set that defines the additional fields to display in Value Tracker. Selecting --None-- displays no additional fields.
5. Save your changes and activate the page if required.
6. [Optional] Set your changes as the org wide default and click Close.

To add the Account Health Score dashboard to the customer success segment record page, complete the following steps:

1. Open the Lightning App Builder from a customer success segment record page.
2. Add the CRM Analytics Dashboard component to the record page.
3. In the Properties pane CRM Analytics Dashboard, select Account Health Score.
4. Set the component height. We recommend 300 pixels.
5. In the Dashboard Filters section, click Add dashboard Filter. Populate the fields as follows:
   1. Data Source: Metrics
   2. Data Source: Segment ID
   3. Operator: Equals
6. In the Object Field section, click Select. The Select Object Field window opens.
7. Select Record ID from the Select Field picklist.
8. Click Done.
9. Click OK in the filters window.
10. Click Save in the Lightning App Builder to save your changes to the page layout.

To add the Account Health Score dashboard to the account record page, complete the following steps:

1. Open the Lightning App Builder from an account record page.
2. Add the CRM Analytics Dashboard component to the record page.
3. In the Properties pane CRM Analytics Dashboard, select Account Health Score.
4. Set the component height. We recommend 300 pixels.
5. In the Dashboard Filters section, click Add dashboard Filter. Populate the fields as follows:
   1. Data Source: Metrics
   2. Data Source: Account ID
   3. Operator: Equals
6. In the Object Field section, click Select. The Select Object Field window opens.
7. Select Account ID from the Select Field picklist.
8. Click Done.
9. Click OK in the filters window.
10. Click Save in the Lightning App Builder to save your changes to the page layout.

1. Open the Lightning App Builder from a record page.

2. Add the CRM Analytics Dashboard component to the record page.

3. In the Properties pane CRM Analytics Dashboard, select Team Overview.

4. Set the component height. We recommend 300 pixels.

5. Click Save in the Lightning App Builder to save your changes to the page layout.

To add the Objective KPI Trending dashboard to a record page:

1. Open the Lightning App Builder from a record page.
2. Add the CRM Analytics Dashboard component to the record page.
3. In the Properties pane CRM Analytics Dashboard, select Objective KPI Trending.
4. Set the component height. We recommend 300 pixels.
5. Click Save in the Lightning App Builder to save your changes to the page layout.