Customer Success Cloud
Home
Objects
Account Resourcing
Activities
Business Challenges
CS AI Summaries
Customer Success Metrics
Expansion Opportunities
Filter Sets
Object Index
Objective KPIs
Objectives
Playbook Tasks
Playbooks
Policies
Products
Resource Pools
Skills
Success Plans
Teams
Time Entry
Work Suggestions
G
Account
Account
Policy_Version__c
CS Policy Version
+!!CS Policy Version Name!!Name
-!!Execution Instructions!!Execution_Instructions__c
-!!Header!!Policy_Header__c
-!!Is Default!!Is_Default__c
-!!Policy Content!!Content__c
-!!Version Number!!Version_Number__c
Work_Suggestion__c
Work Suggestion
+!!Suggestion Name!!Name
-!!Account!!Account__c
-!!AI Generated!!AI_Generated__c
-!!DEPRECATED: Suggested Records!!Suggested_Records__c
-!!Dismissal Comment!!Dismissal_Comment__c
-!!Dismissal Reason!!Dismissal_Reason__c
-!!Source Policy!!Source_Policy__c
-!!Status!!Status__c
-!!Title!!Title__c
-!!Triggering Event Description!!Triggering_Event_Description__c
Work_Suggestion__c->Account
Work_Suggestion__c->Policy_Version__c
© Copyright 2009–2026 Certinia Inc. All rights reserved. Various trademarks held by their respective owners.