Customer Success Cloud Data Dictionary

Resource__c

Label: CS Cloud Resource

Represents an individual person in your organization.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Contact__c Contact Winter 2024 The contact associated with the resource.

Looks up to: Contact

Lookup
Email__c Email Spring 2023 The resource's email.

Email
First_Name__c First Name Spring 2023 The resource's first name.

Text(40)
Is_Active__c Active Spring 2023 If selected, the resource is active.

Checkbox false
Last_Name__c Last Name Spring 2023 The resource's last name.

Text(80)
Line_Manager__c Line Manager June 2024 The resource's line manager. The line manager is also a CS Cloud resource.

Looks up to: Resource__c
Lookup
PSA_Resource__c PSA Resource Winter 2024 If selected, the resource is a PSA resource.

Checkbox false
Role__c Role Spring 2023 The resource's role.

Picklist:
Account Executive
Business Development Manager
Chief Customer Officer
Chief Executive Officer
Chief Financial Officer
Chief Information Officer
Consultant
Corporate Customer Success Manager
Customer Service Engineer
Customer Service Manager
Customer Service Representative
Customer Success Administrator
Customer Success Analyst
Customer Success Director
Customer Success Leader
Customer Success Manager
Customer Success Operations Manager
Customer Success Team Leader
Customer Success Team Manager
Development Representative
Digital Success Manager
Estimating Manager
Estimator
Marketing Executive
Product Manager
Project Manager
Sales Executive
Sales Manager
Sales Representative
Salesperson
Senior Consultant
Solution Architect
Solution Consultant
Solution Engineer
Strategic Customer Success Manager
Technical Account Manager
Trainer
VP
Customer Success
Salesforce_User__c Salesforce User Spring 2023 The user associated with the resource.

Looks up to: User

Lookup


© Copyright 2009–2024 Certinia Inc. All rights reserved. Various trademarks held by their respective owners.