FinancialForce provides CS Cloud custom Lightning components that you can add to Lightning pages. You can also customize these components. You need permissions to access and use FinancialForce Lightning components.
Adding Lightning Components to a Page
- From Setup | Lightning App Builder, select the page you want to add a Lightning component to.
- Click and drag a component on to the relevant part of the Lightning page layout.
- [Optional] Use the options in the component properties to configure the component. See the table below for more information about a component's properties.
- Save your changes and activate the page if required.
- [Optional] Set your changes as the org wide default and click Close.
FinancialForce provides the following CS Cloud custom Lightning components for use on Lightning pages:
| Component Name |
Description |
Managed Locations |
Supported Locations |
Properties |
|---|---|---|---|---|
| CSC Actions: Record Pages |
Contains actions to create a playbook, create a playbook template, and create an objective. |
Playbook Record Page | Record Pages | None |
| CSC Task Manager | View, edit, and add playbook tasks in a list or scheduler. | Playbook Record Page | Project Record Pages | |
| CSC Task Portfolio | View and edit all playbook tasks and create new tasks in a list. | Customer Success Workspace |
App Pages Experience Cloud Sites |
|
| CSC Task Portfolio Calendar |
View and edit all playbook tasks and create new tasks in a calendar filtered by playbook. |
Customer Success Workspace |
App Pages Record Pages |
Task Portfolio Calendar Lightning Component PropertiesUsing the Calendars |
| CSC Task Team Calendar | View, edit, and add playbook tasks in a calendar filtered by team member. | Playbook Record Page | Project Record Pages | None |
| CSC Team Manager | View, add, and remove members from your team. | Playbook Record Page | Project Record Pages | None |
| CSC Playbook Header | Displays the name and key details of the playbook you are currently viewing . | Playbook Record Page | Project Record Pages | None |
| CSC Workspace Actions | Contains an Actions accordion with actions to create a playbook, create a playbook template, and create an objective. | Customer Success Workspace | App Pages | None |
CS Cloud Lightning Components with PSA's Master Record Type
| Component Name |
Description |
Managed Locations |
Supported Locations |
Properties |
|---|---|---|---|---|
| CSC Task Portfolio | View all playbook tasks and edit some PSA fields in a list. | Customer Success Workspace | App Pages | |
| CSC Task Portfolio Calendar |
View all playbook tasks and edit some PSA fields in a calendar filtered by playbook. |
Customer Success Workspace |
App Pages Record Pages |
Task Portfolio Calendar Lightning Component PropertiesUsing the Calendars |
The following PSA Project Task object fields are editable on the CSC Task Portfolio and CSC Task Portfolio Calendar when the Master record type is selected:
- Description
- Long Description
- Notes
- Status
Any other PSA Project Task object fields are read-only.
Custom fields are editable.