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Success_Plan__c
Success Plan
+Success Plan Name
+Name
Name
-Account
-Account__c
Account__c
#Annual Revenue
#Annual_Revenue__c
Annual_Revenue__c
-Challenges and Risks
-Challenges_and_Risks__c
Challenges_and_Risks__c
-Effective Date
-Effective_Date__c
Effective_Date__c
-Last Business Review
-Last_Business_Review__c
Last_Business_Review__c
-Next Business Review
-Next_Business_Review__c
Next_Business_Review__c
#Owner is Current User
#Is_Current_User__c
Is_Current_User__c
-Status
-Status__c
Status__c
-Success Plan Owner
-Success_Plan_Owner__c
Success_Plan_Owner__c
-Summary
-Summary__c
Summary__c
-Template
-Is_Template__c
Is_Template__c
Resource__c
CS Cloud Resource
+Resource Name
+Name
Name
-Active
-Is_Active__c
Is_Active__c
-Email
-Email__c
Email__c
-First Name
-First_Name__c
First_Name__c
-Last Name
-Last_Name__c
Last_Name__c
-Role
-Role__c
Role__c
-Salesforce User
-Salesforce_User__c
Salesforce_User__c
Success_Plan__c->Resource__c
Objective__c
Objective
+Objective Name
+Name
Name
#Account
#Account__c
Account__c
-Category
-Category__c
Category__c
-End Date
-End_Date__c
End_Date__c
-Objective Owner
-Objective_Owner__c
Objective_Owner__c
-Objective Type
-Objective_Type__c
Objective_Type__c
#Owner is Current User
#Is_Current_User__c
Is_Current_User__c
-Priority
-Priority__c
Priority__c
-Start Date
-Start_Date__c
Start_Date__c
-Status
-Status__c
Status__c
-Success Criteria
-Success_Criteria__c
Success_Criteria__c
-Success Plan
-Success_Plan__c
Success_Plan__c
-Summary
-Summary__c
Summary__c
-Template
-Is_Template__c
Is_Template__c
Objective__c->Success_Plan__c
Objective__c->Resource__c
Playbook__c
Playbook
+Playbook Name
+Name
Name
-Account
-Account__c
Account__c
-Active
-Is_Active__c
Is_Active__c
-Description
-Description__c
Description__c
#Duration (Days)
#Duration_Days__c
Duration_Days__c
-End Date
-End_Date__c
End_Date__c
-Objective
-Objective__c
Objective__c
#Owner is Current User
#Is_Current_User__c
Is_Current_User__c
-Playbook Owner
-Playbook_Owner__c
Playbook_Owner__c
#Playbook Status
#Status_Visual__c
Status_Visual__c
-Playbook Status
-Playbook_Status__c
Playbook_Status__c
-Stage
-Stage__c
Stage__c
-Start Date
-Start_Date__c
Start_Date__c
#Success Plan
#Success_Plan__c
Success_Plan__c
-Team
-Team__c
Team__c
-Template
-Is_Template__c
Is_Template__c
Playbook__c->Objective__c
Playbook__c->Resource__c
Source__c
Source
+Source Name
+Name
Name
-Objective
-Objective__c
Objective__c
-Objective Source
-Objective_Source__c
Objective_Source__c
-Playbook
-Playbook__c
Playbook__c
-Playbook Source
-Playbook_Source__c
Playbook_Source__c
-Success Plan
-Success_Plan__c
Success_Plan__c
-Success Plan Source
-Success_Plan_Source__c
Success_Plan_Source__c
Source__c->Success_Plan__c
Source__c->Objective__c
Source__c->Playbook__c
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