Permissions for Certinia Customer Success Agent

Note: This feature is part of the Certinia Early Adopter Program. This program is only available to a limited number of customers. For more information, contact your Customer Success Manager.

These permissions are for the Customer Success agent.

Apex Class Access

The following Apex class access is required.

Apex Class Access for Customer Success Agent

Apex Class	Access	Description	Mandatory
csag_ActionCreateAICommsForSummary	Enabled	Create an AI communication for the record provided.	Yes
csag_ActionCreateAIExecutiveBriefing	Enabled	Generate an AI Executive Briefing for the record provided.	Yes
csag_ActionCreateAISummary	Enabled	Creates a csc__Activity__c with the CS Summary activity type for the provided record.	Yes
csag_ActionGetSummarySection	Enabled	Get display value from the provided summary sections.	Yes
csag_ActionSaveSummary	Enabled	Saves the CS activity AI Summary for the record provided.	Yes
csag_ActionUpdatePlaybooks	Enabled	Update playbooks based on stage and parent record the playbooks are related to.	Yes
csag_ActionUpdatePlaybookTasks	Enabled	Update playbook tasks and playbook task assignments based on salesforce user or CS resource, start date, end date, note, status and parent record the playbook tasks are related to.	Yes
csag_ActionViewPlaybooks	Enabled	Display a list of playbooks based on the playbook start date, end date, and what records the playbook is related to.	Yes
csag_ActionViewPlaybookTasks	Enabled	Display a list of playbook tasks based on the playbook task status, start date, end date, who the playbook task is assigned to and what records the playbook task is related to.	Yes