Customizable Lightning Components

We recommend that you customize Customer Success Cloud with the following recommendations.

Recommended Customizations

Account Page

We recommend that you make the following customizations to the Account page so that the data relevant to Customer Success Cloud is easily accessible from the Account page.

Add the CSC Playbook Task Portfolio Calendar to the Account page. For more information about Adding Components to a Lightning Page, see Customer Success CloudLightning Components.

  1. In Setup | Object Manager, click Account.
  2. Click Compact Layouts.
  3. Click New and enter a label and name for the layout. For example, enter CSM Account View and CSM_Account_View in the label and name field respectively.
  4. Add the following fields to the layout:
    • Type
    • Phone
    • Website
    • Account Owner
    • Account Site
    • Industry
  5. Click Save.
  6. From the Compact Layouts page, click Compact Layout Assignment and select the layout you just created.

For more information about this component and for a description of these fields, see the Salesforce Help.

In object manager, add the Playbooks related list to the Account page layout. For more information about adding related lists to page layouts, see the Salesforce Help.

Add the CSC Actions: Playbooks component to the Account page. For more information about adding components to a lightning page, see Customer Success CloudLightning Components.

Activity Tracker

We recommend adding the Activity Tracker to the Customer Success Workspace and any additional record pages. The tracker enables you to view activity information from the last 12 months at a glance, and provides updates for all supported objects and fields that have tracking enabled.

Add the CSC Activity Tracker to the Customer Success Workspace and any additional record pages. For more information about adding components to a Lightning page, see Customer Success CloudLightning Components.

To view the most relevant information in the Activity Tracker, we recommend enabling tracking for the following supported objects and fields:

Supported Objects

 Fields
Account
  • Account Owner
  • Annual Revenue
Opportunity
  • Close Date
  • Stage
Playbook
  • Account
  • Active
  • End Date
  • Objective
  • Playbook Owner
  • Playbook Status
  • Stage
  • Team
Playbook Task
  • Completed
  • Flagged
  • Status
Objective
  • Category
  • End Date
  • Objective Owner
  • Objective Type
  • Priority
  • Start date
  • Status
  • Success Plan
Success Plan
  • Account
  • Effective Date
  • Next Business Review
  • Status
  • Success Plan Owner
Note:

When you enable tracking for an object not listed in the recommended list, no data displays in the Activity Tracker, however if you enable tracking for an unlisted field, information pertaining to that field's history does display.

For more information about enabling object and field tracking, see the Salesforce Help.