Customer Success Cloud
G Success_Plan__c Success Plan +!!Success Plan Name!!Name -!!Account!!Account__c #!!Annual Revenue!!Annual_Revenue__c -!!Challenges and Risks!!Challenges_and_Risks__c -!!Effective Date!!Effective_Date__c -!!Last Business Review!!Last_Business_Review__c -!!Next Business Review!!Next_Business_Review__c #!!Owner is Current User!!Is_Current_User__c -!!Status!!Status__c -!!Success Plan Owner!!Success_Plan_Owner__c -!!Summary!!Summary__c -!!Template!!Is_Template__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 Success_Plan__c->Resource__c Account Account Success_Plan__c->Account Objective__c Objective +!!Objective Name!!Name #!!Account!!Account__c -!!Category!!Category__c -!!End Date!!End_Date__c -!!Objective Owner!!Objective_Owner__c -!!Objective Type!!Objective_Type__c #!!Owner is Current User!!Is_Current_User__c -!!Priority!!Priority__c -!!Start Date!!Start_Date__c -!!Status!!Status__c -!!Success Criteria!!Success_Criteria__c -!!Success Plan!!Success_Plan__c -!!Summary!!Summary__c -!!Template!!Is_Template__c Objective__c->Success_Plan__c Objective__c->Resource__c 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 Playbook__c->Success_Plan__c Playbook__c->Objective__c Playbook__c->Resource__c Playbook__c->Account Playbook_Task__c Playbook Task +!!Playbook Task Name!!Name -!!Account!!Account__c -!!Assigned Resources!!Assigned_Resources__c -!!Completed!!Completed__c -!!Description!!Description__c #!!Duration (Days)!!Duration_Days__c #!!End Date!!End_Date__c -!!End Date and Time!!End_Date_Time__c -!!Flagged!!Flagged__c -!!Hours!!Task_Hours__c -!!Notes!!Notes__c -!!Parent Success Plan!!Parent_Success_Plan__c -!!Playbook!!Playbook__c -!!Resource Role!!Resource_Role__c #!!Start Date!!Start_Date__c -!!Start Date and Time!!Start_Date_Time__c -!!Status!!Status__c #!!Template Task!!Is_Template__c Playbook_Task__c->Success_Plan__c Playbook_Task__c->Playbook__c Playbook_Task__c->Account 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->Success_Plan__c Source__c->Objective__c Source__c->Playbook__c Account_Customer_Success_Resource__c Account Customer Success Resource +!!Account Customer Success Resource Number!!Name -!!Account!!Account__c -!!Resource!!Resource__c Account_Customer_Success_Resource__c->Resource__c Account_Customer_Success_Resource__c->Account
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