Certinia provides Customer Success 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.
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.
Certinia provides the following Customer Success Cloud custom Lightning components for use on Lightning pages:
| 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 | CS Cloud Actions Lightning Component Properties |
| CSC Playbook Task Manager | Enable users to manage playbook tasks in a list, scheduler, and kanban view. | Playbook Record Page | Playbook Record Pages | |
| 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 |
|
| 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 Success Tracker | Enable users to view information about a success plan's associated objectives, playbooks, and playbook tasks in a scheduler view. | Success Plan Record Page | Success Plan Record Page | 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 | CS Cloud Actions Lightning Component Properties |