CS Cloud Lightning Components

Certinia 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 Certinia Lightning components.

Certinia provides the following CS Cloud custom Lightning components for use on Lightning pages:

CS Cloud Lightning Components
Component Name

Description

Managed Locations

Supported Locations

Properties

CSC Actions: Record Pages

Enable users to create playbooks, objectives, and success plans from record pages.

Playbook Record Page Record Pages None
CSC Playbook Task Manager Enable users to manage playbook tasks in a list, scheduler, and kanban view. Playbook Record Page Playbook Record Pages

Playbook Task Manager Lightning Component Properties

CSC Playbook Task Portfolio Grid Enable users to view, edit, and add playbook tasks in a list view. Customer Success Workspace

App Pages

Experience Cloud Sites

Playbook Task Portfolio Grid Lightning Component Properties

CSC Playbook Task Portfolio Calendar

Enable users to view, edit, and add playbook tasks in a calendar view.

Customer Success Workspace

App Pages

Account Record Pages

None

CSC Playbook Task Team Calendar Enable users to view, edit, and add playbook tasks in a calendar view filtered by team member. Playbook Record Page Playbook Record Pages None
CSC Team Manager Enable users to view, add, and remove team members from a playbook team. Playbook Record Page Playbook Record Pages None
CSC Workspace Actions Enable users to create playbooks, objectives, and success plans from app pages. Customer Success Workspace App Pages None