Customer Success Cloud Actions Lightning Component Properties

The CSC actions Lightning components enable you to add action links to Lightning pages. For more information about the available actions components and how to add them to a Lightning page, see Customer Success Cloud Lightning Components.

In the properties pane in Lightning, you can select which links are shown by selecting or deselecting the relevant checkboxes. This table lists the fields available in the properties pane of the Lightning App Builder for the following components:

  • CSC Workspace Actions
  • CSC Actions: Record Pages
CSC Actions Component Properties in the Lightning App Builder
Field Description Component Default Value
Show Mass Allocate Playbooks Show and hide the Mass Allocate Playbooks action in the Actions panel. CSC Workspace Actions True
Show Complete and Summarize Playbook Show and hide the Complete and Summarize Playbook action in the Actions panel. CSC Actions: Record Pages True
Show Create Business Challenge Show and hide the Create Business Challenge action in the Actions panel.
  • CSC Workspace Actions
  • CSC Actions: Record Pages
 True
Show Create CS Activity Show and hide the Create CS Activity action in the Actions panel.
  • CSC Workspace Actions
  • CSC Actions: Record Pages
 True
Show Create Expansion Opportunity Show and hide the Create Expansion Opportunity action in the Actions panel.
  • CSC Workspace Actions
  • CSC Actions: Record Pages
 True
Show Create Objective Show and hide the Create Objective action in the Actions panel.
  • CSC Workspace Actions
  • CSC Actions: Record Pages
 True
Show Create Opportunity from Expansion Opportunity Show and hide the Create Opportunity from Expansion Opportunity action in the Actions panel. CSC Actions: Record Pages True
Show Create Playbook Show and hide the Create Playbook action in the Actions panel.
  • CSC Workspace Actions
  • CSC Actions: Record Pages
 True
Show Create Playbook Task Show and hide the Create Playbook Task action in the Actions panel.
  • CSC Workspace Actions
  • CSC Actions: Record Pages
 True
Show Create Success Plan Show and hide the Create Success Plan action in the Actions panel.
  • Workspace Actions
  • CSC Actions: Record Pages
 True
Show Create Success Plan from Opportunity Show and hide the Create Success Plan from Opportunity action in the Actions panel.
  • CSC Workspace Actions
  • CSC Actions: Record Pages
 True
Show Generate Account Summary (AI-powered)

Show and hide the Generate Account Summary action in the Actions panel. This action is only available on account record pages.

Note:

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

 CSC Actions: Record Pages True
Show Generate Business Review Summary (AI-powered) Show and hide the Generate Business Review Summary action in the Actions panel. This action is only available on account record pages.
Note:

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

 CSC Actions: Record Pages True
Show Generate Executive Briefing (AI-powered)

Show and hide the Generate Executive Briefing action in the Actions panel on account record pages. This action appears in the panel on account record pages with an icon indicating that it is AI-powered.

Note:

You must follow the steps detailed in Setting Up CS Activity AI Summaries to use this action in the panel.

Note:

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

 CSC Actions: Record Pages True
Show Generate Objectives and Objective KPIs (AI-powered)

Show and hide the Generate Objectives and Objective KPIs action in the Actions panel. This action is only available on success plan record pages.

Note:

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

 CSC Actions: Success Plan Record Page True
Show Generate Success Plan from Opportunity (AI-powered)

Show and hide the Generate Success Plan from Opportunity action in the Actions panel. This action is only available on opportunity record pages.

Note:

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

 CSC Actions: Record Pages True