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
  • Create Playbook action
  • Chatter feed
  • KPI Cards
  • Task Portfolio Calendar
  • Task Portfolio
  • CS Cloud Customer Success Manager dashboard

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 Actions

The CSC Workspace Actions component enables you to create playbooks, playbook templates, and objectives.

CSC Workspace Actions 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 Success Plans The count of success plans with a status of Active, that you are the owner of.

Displays a list of active success plans that you are the owner of. The following fields are displayed:

  • Success Plan Name
  • Account
  • Success Plan Owner
  • Status
My Upcoming Business Reviews The count of success plans that have a business review occurring in the next 30 days, that you are the owner of.

Displays a list of success plans with business reviews occurring in the next 30 days that you are the owner of. The following fields are displayed:

  • Success Plan Name
  • Account
  • Success Plan Owner
  • Status
My High Priority Objectives The count of objectives that have a Priority of High, that you are the owner of.

Displays a list of high priority objectives that you are the owner of. The following fields are displayed:

  • Objective Name
  • Account
  • Success Plan
  • Objective Owner
  • End Date
  • Priority
  • Status
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

CS Cloud Customer Success Manager Dashboard

The PSA Core Analytics app contains the following dashboard that is designed to be embedded on the Customer Success Workspace:

  • CS Cloud Customer Success Manager dashboard

CS Cloud Customer Success Manager Dashboard

For more information about the dashboard, see CS Cloud Customer Success Manager Dashboard.

For more information about embedding the dashboard on the workspace, see Setting up CS Cloud.