Customer Success Workspace

The Customer Success Workspace workspace acts as a starting point for the activities that you conduct in your customer success manager role.

The Customer Success Workspace workspace contains the following components:

Global Navigation

The Customer Success Workspace workspace links enable you to open the pages that are relevant to your role.

Customer Success Workspace Global Navigation

Create Playbook Action

The CSC Actions: Playbooks component enables you to create a playbook.

CSC Actions: Playbooks Component

Chatter Feed

The Chatter feed component enables you to view your bookmarked Chatter posts.

Chatter Feed Component

KPI Cards

KPI cards provide you with information to highlight important details about your playbooks and tasks. To display a list of detailed records specific to each card, click the blue title link.

Customer Success Cloud KPI Cards

The following KPI cards are available from the Customer Success Workspace workspace:

Name

Description

Title Link
My Active Playbooks The count of playbooks, not including playbook templates, with a start date of today or before, and an end date of today or after, that you are the owner of.

Displays a list of active playbooks that you are the owner of.

The following fields are displayed:

  • Project Name
  • Account
  • Start Date
  • End Date
  • Project Status
My Flagged Tasks The count of tasks that have been marked as Flagged, that you are the owner of.

Displays a list of flagged tasks that you are the owner of.

The following fields are displayed:

  • Project
  • Project Task Name
  • Assigned Resources
  • Status
  • Start Date
  • End Date
My Red Playbooks The count of playbooks with a status of Red, that you are the owner of.

Displays a list of playbooks with a status of Red that you are the owner of.

The following fields are displayed:

  • Project Name
  • Account
  • Start Date
  • End Date
  • Project Status

Task Portfolio Calendar Component

The Task Portfolio Calendar enables you to view and edit all playbook tasks and create new tasks in a calendar.

Task Portfolio Calendar Component

For more information about the Task Portfolio Calendar component, see Using the Calendars.

Task Portfolio Component

The Task Portfolio component enables you to view and edit all playbook tasks and create new tasks in a list.

Task Portfolio Component

For more information about the Task Portfolio component, see Using the Task Portfolio