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.
| 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 |
|
| 