Customer Success Cloud
Home
Objects
Activities
Customer Success Metrics
GenericAPI
Object Index
Playbook Tasks
Playbooks
Success Plans
G
Playbook__c
Playbook
+!!Playbook Name!!Name
-!!Account!!Account__c
-!!Active!!Is_Active__c
-!!Description!!Description__c
#!!Duration (Days)!!Duration_Days__c
-!!End Date!!End_Date__c
-!!Objective!!Objective__c
#!!Owner is Current User!!Is_Current_User__c
-!!Parent Success Plan!!Parent_Success_Plan__c
-!!Playbook Owner!!Playbook_Owner__c
#!!Playbook Status!!Status_Visual__c
-!!Playbook Status!!Playbook_Status__c
-!!Stage!!Stage__c
-!!Start Date!!Start_Date__c
#!!Success Plan!!Success_Plan__c
-!!Team!!Team__c
-!!Template!!Is_Template__c
Team__c
Team
+!!Team Name!!Name
-!!Team Owner!!Team_Owner__c
Playbook__c->Team__c
Resource__c
CS Cloud Resource
+!!Resource Name!!Name
-!!Active!!Is_Active__c
-!!Contact!!Contact__c
-!!Email!!Email__c
-!!First Name!!First_Name__c
-!!Last Name!!Last_Name__c
-!!PSA Resource!!PSA_Resource__c
-!!Role!!Role__c
-!!Salesforce User!!Salesforce_User__c
Playbook__c->Resource__c
Team__c->Resource__c
Team_Membership__c
Team Membership
+!!Team Membership Name!!Name
-!!Resource!!Resource__c
-!!Team!!Team__c
Team_Membership__c->Team__c
Team_Membership__c->Resource__c
Source__c
Source
+!!Source Name!!Name
-!!Objective!!Objective__c
-!!Objective Source!!Objective_Source__c
-!!Playbook!!Playbook__c
-!!Playbook Source!!Playbook_Source__c
-!!Success Plan!!Success_Plan__c
-!!Success Plan Source!!Success_Plan_Source__c
Source__c->Playbook__c
© Copyright 2009–2024 Certinia Inc. All rights reserved. Various trademarks held by their respective owners.