Customer Success Cloud Data Dictionary

Success_Plan__c

Label: Success Plan

Stores information about success plans.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Account__c Account Spring 2023 The account that relates to the success plan.

Looks up to: Account

Lookup
Annual_Revenue__c Annual Revenue Spring 2023 The annual revenue for the account that relates to the success plan.

Formula:
Account__r.AnnualRevenue
Currency(18,2)
Challenges_and_Risks__c Challenges and Risks Spring 2023 A summary of the challenges and risks identified in the success plan.

Html(32768)
Effective_Date__c Effective Date May 2023 The date the success plan is effective from.

Date
Is_Current_User__c Owner is Current User June 2023 If selected, the owner for the success plan is the current Salesforce user.

Formula:
$User.Id = Success_Plan_Owner__r.Salesforce_User__c
Checkbox
Is_Template__c Template June 2023 If selected, the success plan is a template.

Checkbox false
Last_Business_Review__c Last Business Review Spring 2023 The date of the last business review for the account that relates to the success plan.

Date
Next_Business_Review__c Next Business Review Spring 2023 The date of the next business review for the account that relates to the success plan.

Date
Status__c Status Spring 2023 The status of the success plan.

Picklist:
Active
Archived
Blocked
Completed
Draft
Success_Plan_Owner__c Success Plan Owner Spring 2023 The owner of the success plan.

Looks up to: Resource__c
Lookup
Summary__c Summary Spring 2023 A summary of the success plan.

Html(32768)


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