| 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 has been completed.
|
Checkbox |
|
false |
| csc__Description__c |
Description |
Spring 2023 |
The description of the playbook task.
|
LongTextArea(32768) |
|
|
| csc__Duration_Days__c |
Duration in 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:
Account Executive
Architect
Business Analyst
Business Development Manager
Chief Customer Officer
Chief Executive Officer
Chief Financial Officer
Chief Information Officer
Client Manager
Consultant
Contractor
Corporate Customer Success Manager
Customer Service Engineer
Customer Service Manager
Customer Service Representative
Customer Success Administrator
Customer Success Analyst
Customer Success Director
Customer Success Leader
Customer Success Manager
Customer Success Operations Manager
Customer Success Team Leader
Customer Success Team Manager
Development Representative
Digital Success Manager
Estimating Manager
Estimator
Executive
Marketing Executive
Product Manager
Project Manager
Sales Executive
Sales Manager
Sales Representative
Salesperson
Senior Consultant
Solution Architect
Solution Consultant
Solution Engineer
Strategic Customer Success Manager
Technical Account Manager
Trainer
VP
Customer Success |
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 |
|
