Customer Success Cloud Data Dictionary

Account_Customer_Success_Segment__c

Label: Account Customer Success Segment

A junction object that stores the relationship between the Customer Success Segment and Account objects.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Account__c Account May 2024 The account that relates to the account customer success segment.

Looks up to: Account

Lookup
Customer_Success_Segment__c Customer Success Segment May 2024 The customer success segment that relates to the account customer success segment.

Looks up to: Customer_Success_Segment__c
MasterDetail
End_Date__c End Date May 2024 The end date of the account customer success segment.

Date
Health_Score_Output_1__c Health Score Output 1 May 2024 If selected, the health score for the segment is displayed in the related field on the account record.

Checkbox false
Health_Score_Output_2__c Health Score Output 2 Summer 2024 If selected, the second health score is displayed in the related field on the account record.

Checkbox false
Is_Active__c Active August 2024 If selected, the account customer success segment is active.

Formula:
AND(Start_Date__c <= TODAY(), OR(ISBLANK(End_Date__c), End_Date__c >= TODAY()))
Checkbox
Start_Date__c Start Date May 2024 The start date of the account customer success segment.

Date


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