Customer Success Cloud Data Dictionary

csc__Playbook_Task__c

Label: Playbook Task

Represents a collection of work associated with a playbook, often tracked for completion by due date.

Field NameField LabelCreated in VersionDescriptionTypeRequiredDefault Value
csc__Account__c Account December 2023 The account that relates to the playbook task.

Looks up to: Account

Lookup false
csc__Assigned_Resources__c Assigned Resources Spring 2023 The resources assigned to the task.

LongTextArea(256) false
csc__Completed__c Completed Summer 2023 If selected, the task is complete.

Checkbox false
csc__Description__c Description Spring 2023 The description of the playbook task.

LongTextArea(32768)
csc__Duration_Days__c Duration (Days) April 2023 The duration of the playbook task in days.

Formula:
csc__End_Date__c - csc__Start_Date__c
Number(4,0) false
csc__End_Date_Time__c End Date and Time Spring 2023 The end date and time of the task.

DateTime false
csc__End_Date__c End Date Spring 2023 The end date of the task.

Formula:
DATEVALUE(csc__End_Date_Time__c)
Date false
csc__Estimated_Hours__c Estimated Hours May 2025 The estimated time in hours for this task.

Number(6,2) false
csc__Flagged__c Flagged Spring 2023 If selected, the task has been flagged for attention.

Checkbox false
csc__Is_Template__c Template Task Spring 2024 If selected, the playbook task is part of a template.

Formula:
IF(NOT(ISBLANK(csc__Playbook__c)), csc__Playbook__r.csc__Is_Template__c, IF(NOT(ISBLANK(csc__Objective__c)), csc__Objective__r.csc__Is_Template__c, IF(NOT(ISBLANK(csc__Parent_Success_Plan__c)), csc__Parent_Success_Plan__r.csc__Is_Template__c, False)))
Checkbox
csc__Notes__c Notes Winter 2024 The notes entered on the playbook task.

Html(32768)
csc__Objective__c Objective Summer 2024 The objective that relates to the playbook task.

Looks up to: csc__Objective__c
Lookup false
csc__Order__c Order Summer 2025 For system use. Used to determine the completion order of the playbook task.

Number(8,0) false
csc__Parent_Success_Plan__c Success Plan January 2024 The success plan that relates to the playbook task.

Looks up to: csc__Success_Plan__c
Lookup false
csc__Playbook__c Playbook Spring 2023 The playbook associated with the task.

Looks up to: csc__Playbook__c
Lookup false
csc__Resource_Role__c Resource Role Winter 2024 The resource role associated with the task.

Picklist:
Architect
Business Analyst
Client Manager
Consultant
Contractor
Executive
Project Manager
Senior Consultant
Trainer
false
csc__Start_Date_Time__c Start Date and Time Spring 2023 The start date and time of the task.

DateTime false
csc__Start_Date__c Start Date Spring 2023 The start date of the task.

Formula:
DATEVALUE(csc__Start_Date_Time__c)
Date false
csc__Status__c Status Spring 2023 The current status of the task.

Picklist:
Blocked
Complete
Deferred
Draft
Planned
Started
false
csc__Task_Hours__c Hours Winter 2024 The total number of working hours required to complete the task.

Number(16,2) false


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