csc__Success_Plan__c
Label: Success Plan Stores information about success plans.
| csc__Account__c |
Account |
Spring 2023 |
The account that relates to the success plan.
Looks up to: Account
|
Lookup |
false |
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| csc__Annual_Revenue__c |
Annual Revenue |
Spring 2023 |
The annual revenue for the account that relates to the success plan.
Formula:
csc__Account__r.AnnualRevenue
|
Currency(18,2) |
false |
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| csc__Challenges_and_Risks__c |
Challenges and Risks |
Spring 2023 |
A summary of the challenges and risks identified in the success plan.
|
Html(32768) |
|
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| csc__Effective_Date__c |
Effective Date |
May 2023 |
The date the success plan is effective from.
|
Date |
false |
|
| csc__Estimated_Hours__c |
Estimated Hours |
May 2025 |
The estimated time in hours for this success plan.
|
Number(6,2) |
false |
|
| csc__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 = csc__Success_Plan_Owner__r.csc__Salesforce_User__c
|
Checkbox |
|
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| csc__Is_Template__c |
Template |
June 2023 |
If selected, the success plan is a template.
|
Checkbox |
|
false |
| csc__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 |
false |
|
| csc__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 |
false |
|
| csc__Opportunity__c |
Opportunity |
Spring 2025 |
The opportunity that relates to the success plan.
Looks up to: Opportunity
|
Lookup |
false |
|
| csc__Status__c |
Status |
Spring 2023 |
The status of the success plan.
|
Picklist:
Active
Archived
Blocked
Completed
Draft |
false |
|
| csc__Success_Plan_Owner__c |
Success Plan Owner |
Spring 2023 |
The owner of the success plan.
Looks up to: csc__Resource__c
|
Lookup |
false |
|
| csc__Summary__c |
Summary |
Spring 2023 |
A summary of the success plan.
|
Html(32768) |
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| 