Customer Success Cloud Actions Lightning Component Fields

The table below shows the buttons displayed in the following actions components:

  • CSC Workspace Actions
  • CSC Actions: Record Pages

For more information about these components, see Customer Success Cloud Lightning Components.

Buttons in the Actions Components
Button Name Description
Mass Allocate Playbooks Mass Allocate Playbooks Opens the Mass Allocate Playbooks window where you can allocate resources to multiple unallocated playbooks.
Complete and Summarize Playbook Complete and Summarize Playbook

Opens the Complete and Summarize Playbook window where you can mark a playbook and its related playbook tasks as complete, and view and save the generated playbook summary to a new CS activity record.

Note:

This feature is part of the Certinia Early Adopter Program. This program is only available to a limited number of customers.
Create Business Challenge Create Business Challenge Opens the Create Business Challenge window where you can create business challenges, including business challenges created from templates.
Create CS Activity Create CS Activity Opens the Create CS Activity window where you can create CS activities.
Create Objective Create Objective Opens the Create Objective window where you can create objectives, including objectives created from templates.
Create Playbook Create Playbook Opens the Create Playbook window where you can create playbooks, including playbooks created from templates.
Create Playbook Task Create Playbook Task Opens the Create Playbook Task window where you can create playbook tasks.
Create Success Plan Create Success Plan Opens the Create Success Plan window where you can create success plans, including success plans created from templates.
Create Success Plan from Opportunity Create Success Plan from Opportunity Opens the Create Success Plan from Opportunity window where you can create success plans associated with opportunities.
Generate Objectives and Objective KPIs Generate Objectives and Objective KPIs

Opens the Generate Objectives and Objective KPIs window, where you can create objectives and associated KPIs for a success plan and objective.

Note:

This feature is part of the Certinia Early Adopter Program. This program is only available to a limited number of customers.
Generate Success Plan from Opportunity Generate Success Plan from Opportunity

Opens the Generate Success Plan from Opportunity window where you can create success plans associated with opportunities. The following fields are AI-generated:

  • Summary
  • Challenges and Risks
Note:

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

Opens the Generate Account Summary window where you can generate an account AI summary.

Note:

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

Opens the Generate Business Review Summary window where you can view an AI-generated business review summary.

Note:

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