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
Activity Actions Enable users to create different types of activity records throughout the app. — Unmanaged Apps —
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 the following records from record pages:

  • Business challenges
  • CS activities
  • Objectives
  • Playbook tasks
  • Playbooks
  • Success plans
  • Success plans from opportunities
  • Mass Allocate Playbooks
 Playbook Record Page Record Pages Customer Success Cloud Actions Lightning Component Properties
CSC Activity Tracker

Enable users to view activities for all supported objects.

 Customer Success Management Workspace
  • Record Pages
  • App Pages
 Activity Tracker Lightning Component Properties
CSC Administration Enable 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 —
CSC AI Summaries: CS Activities

Enable users to leverage AI to generate a summary of CS Activity records and apply recommended actions.

Note:

This feature is part of the Certinia Early Adopter Program. This program is only available to a limited number of customers.

 — Record Pages —
CSC History Tracker Enable users to view the history for all supported objects and fields that have tracking enabled. —
  • Record Pages
  • App Pages
 History Tracker Lightning Component Properties
CSC Objective KPI Highlight Cards Enable users to view the overall progress of objective KPIs on success plan record pages. You can choose which cards you want to display using this component's properties. Success Plan Record Page — Objective KPI Highlight Cards Lightning Component Properties
CSC Playbook Task Board Enable users to view and manage playbook tasks in a task board. — App Pages —
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
  • App Pages
  • Record 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.

 —
  • App Pages
  • Account Record Page

—
CSC Playbook Task Portfolio Grid Enable users to view, edit, and add playbook tasks in a list view. —
  • 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 —
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
 —
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
 —
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
 —
CSC Team Manager Enable users to view, add, and remove team members from a playbook team. Playbook Record Page Playbook Record Page —
CSC Time Entry Grid Enable users to enter time against playbook tasks, playbooks, and accounts. Customer Success Timesheet Entry Page App Pages —
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
  • App Pages
  • Experience Cloud Sites
  • Record Pages
  • Workspaces
 —
CSC Workspace Actions

Enable users to create the following records from app pages:

  • Business challenges
  • CS activities
  • Objectives
  • Playbook tasks
  • Playbooks
  • Success plans
  • Success plans from opportunities
  • Mass Allocate Playbooks
 Customer Success Management Workspace App Pages Customer Success Cloud Actions Lightning Component Properties