SECTIONSPermissions for Certinia Customer Success Agent
These permissions are for the Customer Success agent.
Apex Class Access
The following Apex class access is required.
| Apex Class | Access | Description | Mandatory |
|---|---|---|---|
| csc__AssignPlaybookTasksAction | Enabled | Assigns one or more resources to a playbook task, adding any that are missing and removing any that are no longer listed. | Yes |
| csag_ActionCreateAICommsFromSummary | Enabled |
Create an AI communication for the record provided. |
Yes |
| csag_ActionCreateAIExecutiveBriefing | Enabled | Generate an AI Executive Briefing for the record provided. | Yes |
| csag_ActionCreateExpOpp | Enabled | Creates an expansion opportunity record for the provided account, using a name and description, and optional predicted value, status, and owner. | Yes |
| csag_CreateActivityAction | Enabled | Creates a CS activity for the provided account, using a summary and optional notes, activity date, and activity type. | Yes |
| csag_ActionGenBusinessReviewAgenda | Enabled | Generate a business review meeting agenda from a previously generated business review summary. | Yes |
| csag_ActionCreateAISummary | Enabled | Creates a csc__Activity__c with the CS Summary activity type for the provided record. | Yes |
| csag_ActionGenerateAiAccountSummary | Enabled | Generates an AI summary of a specific account record. | Yes |
| csag_ActionGenerateAiBusinessReview | Enabled | Generates a business review summary for a specific account record. | Yes |
| csag_ActionGenerateAccountHighlights | Enabled |
Generates the key metric highlights for a specific account record. |
Yes |
| csag_ActionGenerateExecutiveSummary | Enabled |
Generates an executive summary from previous responses for a specific account record. |
Yes |
| csag_ActionGenerateExpOpp | Enabled |
Generates the suggested expansion opportunities for a specific account record. |
Yes |
| csag_ActionGenerateImmediateActions | Enabled |
Generates the immediate actions for a specific account record. |
Yes |
| csag_ActionGenerateKeyStakeholders | Enabled |
Generates the key stakeholders for a specific account record. |
Yes |
| csag_ActionGenerateKpiProgress | Enabled |
Generates the KPI progress for a specific account record. |
Yes |
| csag_ActionGenerateRelationalHealth | Enabled |
Generates the relational health for a specific account record. |
Yes |
| csag_ActionGenerateRisksAndBlockers | Enabled |
Generates the risks and blockers for a specific account record. |
Yes |
| csag_ActionGenerateStratNextSteps | Enabled |
Generates a strategic plan of next steps from risks and blockers and expansion opportunities previously generated in the chat for a specific account record. |
Yes |
| csag_ActionGenerateStratValueAch | Enabled |
Generates the strategic value achievements for a specific account record. |
Yes |
| csag_ActionFindAISummarySection | Enabled | Finds display value from the provided summary sections. | Yes |
| csag_ActionSaveAccountSummary | Enabled | Saves an account summary generated during the conversation as an AI Summary record related to the account. | Yes |
| csag_ActionSaveSummary | Enabled | Saves the CS activity AI Summary for the record provided. | Yes |
| csag_ActionClosePlaybooks | Enabled | Closes the playbook and any playbook tasks related to it. | Yes |
| csag_ActionCreateAIClosureSummary | Enabled | Generates an AI playbook closing summary for the provided playbook record. | Yes |
| csag_ActionCreateAIPlaybookSummary | Enabled | Generates a summary of the provided playbook record. | Yes |
| csag_ActionCreatePlaybookTasks | Enabled | Creates playbook tasks based on task names, resource role, and the parent record the playbook tasks are related to. | 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 |