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G
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
-Parent Success Plan
-Parent_Success_Plan__c
Parent_Success_Plan__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
Resource__c
CS Cloud Resource
+Resource Name
+Name
Name
-Active
-Is_Active__c
Is_Active__c
-Contact
-Contact__c
Contact__c
-Email
-Email__c
Email__c
-First Name
-First_Name__c
First_Name__c
-Last Name
-Last_Name__c
Last_Name__c
-PSA Resource
-PSA_Resource__c
PSA_Resource__c
-Role
-Role__c
Role__c
-Salesforce User
-Salesforce_User__c
Salesforce_User__c
Playbook__c->Resource__c
Playbook_Task__c
Playbook Task
+Playbook Task Name
+Name
Name
-Account
-Account__c
Account__c
-Assigned Resources
-Assigned_Resources__c
Assigned_Resources__c
-Completed
-Completed__c
Completed__c
-Description
-Description__c
Description__c
#Duration (Days)
#Duration_Days__c
Duration_Days__c
#End Date
#End_Date__c
End_Date__c
-End Date and Time
-End_Date_Time__c
End_Date_Time__c
-Flagged
-Flagged__c
Flagged__c
-Hours
-Task_Hours__c
Task_Hours__c
-Notes
-Notes__c
Notes__c
-Parent Success Plan
-Parent_Success_Plan__c
Parent_Success_Plan__c
-Playbook
-Playbook__c
Playbook__c
-Resource Role
-Resource_Role__c
Resource_Role__c
#Start Date
#Start_Date__c
Start_Date__c
-Start Date and Time
-Start_Date_Time__c
Start_Date_Time__c
-Status
-Status__c
Status__c
#Template Task
#Is_Template__c
Is_Template__c
Playbook_Task__c->Playbook__c
Playbook_Task_Assignment__c
Playbook Task Assignment
+Playbook Task Assignment Number
+Name
Name
-Playbook Task
-Playbook_Task__c
Playbook_Task__c
#Playbook Task End Date
#Playbook_Task_End_Date__c
Playbook_Task_End_Date__c
#Playbook Task Start Date
#Playbook_Task_Start_Date__c
Playbook_Task_Start_Date__c
-Resource
-Resource__c
Resource__c
Playbook_Task_Assignment__c->Playbook_Task__c
Playbook_Task_Assignment__c->Resource__c
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