SECTIONSCustomer Success Administration Overview
The Customer Success Administration page enables you to easily find and launch your tasks from a single tab. The page is divided into sections, each section containing related tasks. You can access it from the App Launcher.
CSC Administration
The CSC Administration component contains the following sections.
Health Score Data Manager
This section contains actions that enable you to manage your health score data.
Delete Metric Account Values
You can use the Delete Metric Account Values quick action to quickly find metric account value records that match your selected criteria and then delete this data in large volumes. For more information, see Deleting Metric Account Values.
Schedule Metric Account Value Deletion
You can use the Schedule Metric Account Value Deletion quick action to specify deletion criteria and to schedule recurring jobs to ensure that Customer Success metric account value records that are no longer required are deleted at your specified schedule. For more information, see Scheduling Metric Account Value Deletion Jobs.
Configure Health Scores
You can use the Configure Health Scores quick action to configure the segment metrics associated with a segment, such as updating the metric's weightings and thresholds. For more information, see Configuring Segment Metrics.
Schedule Metric Account Values Dataset Update
You can use the Schedule Metric Account Values Dataset Update quick action to create a job schedule to update the Metric Account Values dataset. For more information, see Scheduling a Metric Account Values Dataset Update.
Schedule Account Health Score Field Update
You can use the Schedule Account Health Score Field Update quick action to create a job schedule to update the account health score fields defined on the CS Cloud Analytics Setup object. For more information, see Scheduling an Account Health Score Field Update.
Schedule Product Health Score Update
You can use the Schedule Product Health Score Update quick action to create a job schedule to update the group health score to the Product Health Score field on the Product Grid. For more information, see Scheduling a Product Health Score Update.
CS Policies Configuration
This section contains actions that enable you to create and manage your CS policies. You can view this section only if you enable generative AI.
Create CS Policy
You can use the Create CS Policy quick action to create a CS Policy. For more information, see Creating CS Policies.
CS Presentation Template Configuration
This section contains the action that enables you to create CS presentation templates used to export Customer Success Cloud content, such as business review summaries.
Create CS Presentation Template
You can use the Create CS Presentation Template action to upload a PPTX file and set the template's name, type, account, and description in a single window. For more information, see Setting up CS Presentation Templates.
Resource Management
This section contains the action that enables you to synchronize resource records with your Customer Success Cloud licensed users. This action is available only when the Enable User Resource Sync field is selected in the CS Cloud Process Settings custom setting.
Sync Resources from Users
You can use the Sync Resources from Users action to bring the resource records in your org into line with your licensed users on demand. When you select the action, a confirmation window opens. After you confirm, Customer Success Cloud updates the resource for every licensed user in the background: it activates a resource for each licensed, active user that does not have one, and deactivates the resource for each user who is no longer licensed or active. This picks up the license grants and revocations that the automatic synchronization does not, and corrects any resources that are out of step with their users. The synchronization also updates each resource's line manager to match the manager of its associated user.
An informational message with a link to the Apex Jobs page is displayed so that you can monitor the job. If the Resource Sync Notifications setting is enabled, the user who started the synchronization also receives a notification when the job completes or fails, reporting the number of resources activated and deactivated. For more information about this setting, see Custom Settings.
You can also run the same synchronization from a flow or an Agentforce agent using the Sync Users to Resources invocable action. For more information, see Custom Actions.
For more information about how resources stay in sync with their associated users, see Resourcing Overview.
AI Prompt Template Configurations
This section contains actions that enable you to configure prompt templates for AI summary content, including links to the AI Prompt Configuration Builder and individual summary prompt assignments. You can view this section only if you enable generative AI. For more information, see AI Prompt Template Overview and Assigning a Prompt Configuration to a Prompt Template.