About the CS App Enablement for Directors training

The CS App Enablement for Directors course provides an overview of UiPath’s transition to the Customer Success App in Salesforce and what this change means at a leadership level. As Customer Success work moves out of Gainsight and into Salesforce, the CS App establishes a single, standardized system for managing customer outcomes, execution, and visibility across the portfolio.

In this course, you’ll explore why the migration matters, what is changing, and what is staying the same. You’ll gain a leadership-level view of how the Customer Success App brings consistency to Customer Success motions by centralizing Success Plans, Objectives, Action Plans, Risks, and collaboration in one shared system.

The course focuses on how the CS App supports portfolio visibility, coaching, prioritization, and governance, while directing you to the CS App Enablement page in Highspot for deeper workflow demos, templates, and operational guidance.

Audience

This course is intended for Customer Success Directors and leaders who need visibility into Customer Success execution, consistent operating models, and scalable governance across their portfolio.

Agenda

This course covers key topics such as:

• Why Customer Success is migrating from Gainsight to Salesforce

• What is changing and what is staying the same for leaders

• The structure of the Customer Success App and its core components

• How Success Plans, Objectives, Action Plans, and Risks support portfolio visibility and coaching

• How Action Plan Templates and Bulk Assignments drive consistent execution at scale

• Where to find ongoing enablement and resources in Highspot

Learning objectives

By the end of this course, you should be able to:

• Explain why the Customer Success App migration matters at a leadership level

• Identify the core components of the Customer Success App and their role in execution and visibility

• Explain how standardized execution is driven through Action Plan Templates and Bulk Assignments

• Use CS App data to support coaching, prioritization, and decision-making across the portfolio

• Locate additional CS App enablement resources in Highspot