Preparing to Install

These are the tasks that you must consider before installing Customer Success Cloud February 2024.

Dependencies on Other Certinia Packages

You must install FoundationsSpring 2023 before installing Customer Success Cloud February 2024.

Concepts

Customer Success workspace

Tasks

Setting up Customer Success Cloud

Setting Up Custom Notifications and Flows

Using Activity Tracker

Using the Calendars

Using the Playbook Task Manager

Using Team Manager

Using the Playbook Task Portfolio Grid

Creating a Playbook

Creating an Objective

Creating a Success Plan

Creating a Team

Customizable Lightning Components

Using Success Tracker

Using the Playbook Task Board

Reference

Activity Fields

Objective Fields

Playbook Fields

Success Plan Fields

Playbook Task Assignment Fields

Playbook Task Fields

Playbook Task Manager Lightning Component Properties

Playbook Task Portfolio Grid Lightning Component Properties

Customer Success Cloud Actions Lightning Component Properties

CS Cloud Resource Fields

Team Membership Fields

Playbook Task Field Sets

Customer Success Cloud Lightning Components

Permission Sets and Other Technical Documentation

Success Tracker Lightning Component Fields

Objective Field Sets

Playbook Field Sets

Success Plan Field Sets

Managing Custom Settings from Setup

Playbook Task Board Lightning Component Properties