Customer Success Cloud Data Dictionary

Playbook_Task__c

Label: Playbook Task

Represents a collection of work associated with a playbook, often tracked for completion by due date.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Account__c Account December 2023 The account that relates to the playbook task.

Looks up to: Account

Lookup
Assigned_Resources__c Assigned Resources Spring 2023 The resources assigned to the task.

LongTextArea(256)
Completed__c Completed Summer 2023 If selected, the task is complete.

Checkbox false
Description__c Description Spring 2023 The description of the playbook task.

LongTextArea(32768)
Duration_Days__c Duration (Days) April 2023 The duration of the playbook task in days.

Formula:
End_Date__c - Start_Date__c
Number(4,0)
End_Date_Time__c End Date and Time Spring 2023 The end date and time of the task.

DateTime
End_Date__c End Date Spring 2023 The end date of the task.

Formula:
DATEVALUE(End_Date_Time__c)
Date
Flagged__c Flagged Spring 2023 If selected, the task has been flagged for attention.

Checkbox false
Is_Template__c Template Task Spring 2024 If selected, the playbook task is part of a template.

Formula:
IF(NOT(ISBLANK(Playbook__c)), Playbook__r.Is_Template__c, IF(NOT(ISBLANK(Parent_Success_Plan__c)), Parent_Success_Plan__r.Is_Template__c, False))
Checkbox
Notes__c Notes Winter 2024 The notes entered on the playbook task.

Html(32768)
Objective__c Objective Summer 2024 The objective that relates to the playbook task.

Looks up to: Objective__c
Lookup
Parent_Success_Plan__c Success Plan January 2024 The success plan that relates to the playbook task.

Looks up to: Success_Plan__c
Lookup
Playbook__c Playbook Spring 2023 The playbook associated with the task.

Looks up to: Playbook__c
Lookup
Resource_Role__c Resource Role Winter 2024 The resource role associated with the task.

Picklist:
Architect
Business Analyst
Client Manager
Consultant
Contractor
Executive
Project Manager
Senior Consultant
Trainer
Start_Date_Time__c Start Date and Time Spring 2023 The start date and time of the task.

DateTime
Start_Date__c Start Date Spring 2023 The start date of the task.

Formula:
DATEVALUE(Start_Date_Time__c)
Date
Status__c Status Spring 2023 The current status of the task.

Picklist:
Blocked
Complete
Deferred
Draft
Planned
Started
Task_Hours__c Hours Winter 2024 The total number of working hours required to complete the task.

Number(16,2)


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