Customer Success Cloud provides several permission set groups, permission sets and custom permissions. Information about Customer Success Cloud permissions is available below. For more technical resources, see the Technical Documentation Pack on the Certinia Community.
Concepts
Tasks
Setting up Customer Success Cloud
Setting Up Custom Notifications and Flows
Using the Playbook Task Manager
Using the Playbook Task Portfolio Grid
Customizable Lightning Components
Reference
Playbook Task Assignment Fields
Playbook Task Manager Lightning Component Properties
Playbook Task Portfolio Grid Lightning Component Properties
Customer Success Cloud Actions Lightning Component Properties
Customer Success Cloud Resource Fields
Customer Success CloudLightning Components
SECTIONS