Setting up CS Cloud

Before you can use CS Cloud, you must:

  • Ensure you have carried out the tasks outlined in Preparing to Install.
  • Assign CS Cloud licenses to your users.
  • Assign the relevant permissions to your users.
  • [Optional] Customize Customer Success Cloud Lightning components. For more information, see CS Cloud Lightning Components.


You can assign the following permission set groups to users for access to CS Cloud:

Permission Set Group Name

Certinia - CSC - Customer Success Manager Includes the CSC - Customer Success permission set.

For more information about the permissions included in this permission set group, see Permission Sets and Other Technical Documentation.

CS Cloud Core Analytics

For information about setting up CS Cloud Core Analytics, see the following topics:

Using CSC Components On your Experience Cloud Site