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Activity__c
CS Activity
+!!CS Activity Name!!Name
-!!Account!!Account__c
-!!Date!!Date__c
-!!Notes!!Notes__c
-!!Objective!!Objective__c
-!!Objective KPI!!Objective_KPI__c
-!!Playbook!!Playbook__c
-!!Success Plan!!Success_Plan__c
-!!Summary!!Summary__c
-!!Type!!Type__c
Account
Account
Activity__c->Account
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
-!!Estimated Hours!!Estimated_Hours__c
-!!Last Business Review!!Last_Business_Review__c
-!!Next Business Review!!Next_Business_Review__c
-!!Opportunity!!Opportunity__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
Activity__c->Success_Plan__c
Objective__c
Objective
+!!Objective Name!!Name
-!!Category!!Category__c
#!!DEPRECATED: Account!!Account__c
-!!End Date!!End_Date__c
-!!Estimated Hours!!Estimated_Hours__c
-!!Objective Owner!!Objective_Owner__c
-!!Objective Type!!Objective_Type__c
-!!Opportunity!!Opportunity__c
#!!Owner is Current User!!Is_Current_User__c
-!!Parent Account!!Parent_Account__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
Activity__c->Objective__c
Playbook__c
Playbook
+!!Playbook Name!!Name
-!!Account!!Account__c
-!!Active!!Is_Active__c
#!!DEPRECATED: Success Plan!!Success_Plan__c
-!!Description!!Description__c
#!!Duration (Days)!!Duration_Days__c
-!!End Date!!End_Date__c
-!!Estimated Hours!!Estimated_Hours__c
-!!Objective!!Objective__c
#!!Owner is Current User!!Is_Current_User__c
-!!Playbook Owner!!Playbook_Owner__c
-!!Playbook Status!!Playbook_Status__c
#!!Playbook Status!!Status_Visual__c
-!!Region!!Region__c
-!!Role!!Role__c
-!!Stage!!Stage__c
-!!Start Date!!Start_Date__c
-!!Success Plan!!Parent_Success_Plan__c
-!!Team!!Team__c
-!!Template!!Is_Template__c
Activity__c->Playbook__c
Objective_KPI__c
Objective KPI
+!!Objective KPI Name!!Name
-!!Baseline Value!!Baseline_Value__c
-!!Blocked!!Is_Blocked__c
-!!Category!!Category__c
-!!Current Value!!Current_Value__c
-!!Customer Success Metric!!Customer_Success_Metric__c
-!!Description!!Description__c
-!!External!!Is_External__c
-!!Last Progress Update!!Last_Progress_Update__c
-!!Objective!!Objective__c
-!!Objective KPI Title!!Objective_KPI_Title__c
#!!Previous Progress!!Previous_KPI_Progress__c
-!!Previous Value!!Previous_Value__c
#!!Progress!!Progress__c
#!!Status!!Status__c
-!!Target Date!!Target_Date__c
-!!Target Value!!Target_Value__c
-!!Unit!!Unit__c
Activity__c->Objective_KPI__c
Activity_Contact__c
Activity Contact
+!!Name!!Name
-!!Contact!!Contact__c
-!!CS Activity!!Activity__c
Activity_Contact__c->Activity__c
Success_Plan__c->Account
Objective__c->Account
Objective__c->Success_Plan__c
Playbook__c->Account
Playbook__c->Success_Plan__c
Playbook__c->Objective__c
Objective_KPI__c->Objective__c
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