Customer Success Cloud Data Dictionary

Playbook__c

Label: Playbook

Represents a collection of tasks performed by team members or individual resources to achieve a desired outcome. Contains information relevant to the playbook as well as related items.

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

Looks up to: Account

Lookup
Description__c Description Spring 2023 The description of the playbook.

Html(32768)
Duration_Days__c Duration (Days) Spring 2023 The duration of the playbook in days.

Formula:
End_Date__c - Start_Date__c
Number(4,0)
End_Date__c End Date Spring 2023 The date the playbook ends.

Date
Is_Active__c Active Spring 2023 If selected, the playbook is active.

Checkbox false
Is_Current_User__c Owner is Current User June 2023 If selected, the owner for the playbook is the current Salesforce user.

Formula:
$User.Id = Playbook_Owner__r.Salesforce_User__c
Checkbox
Is_Template__c Template Spring 2023 If selected, the playbook is a template.

Checkbox false
Objective__c Objective Spring 2023 The objective that relates to the playbook.

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

Looks up to: Success_Plan__c
Lookup
Playbook_Owner__c Playbook Owner Spring 2023 The owner of the playbook.

Looks up to: Resource__c
Lookup
Playbook_Status__c Playbook Status Spring 2023 The current status of the playbook.

Picklist:
Green
Red
Yellow
Stage__c Stage Spring 2023 The current stage of the playbook.

Picklist:
Canceled
Completed
In Progress
On Hold
Planned
Start_Date__c Start Date Spring 2023 The date the playbook starts.

Date
Status_Visual__c Playbook Status Spring 2023 The current status of the playbook displayed as a color.

Formula:
IF(ISPICKVAL(Playbook_Status__c, "Yellow"),IMAGE("/resource/StatusImages/yellow.png", "2-Yellow"),IF(ISPICKVAL(Playbook_Status__c, "Red"),IMAGE("/resource/StatusImages/red.png","3-Red"),IF(ISPICKVAL(Playbook_Status__c,"Green"),IMAGE("/resource/StatusImages/green.png", "1-Green"),"")))
Text
Success_Plan__c DEPRECATED: Success Plan Spring 2023 This field is obsolete.

Formula:
HYPERLINK("/" & IF(ISBLANK(Parent_Success_Plan__c), Objective__r.Success_Plan__c, Parent_Success_Plan__c), IF(ISBLANK(Parent_Success_Plan__c), Objective__r.Success_Plan__r.Name, Parent_Success_Plan__r.Name), "_self")
Text
Team__c Team Spring 2023 The team associated with the playbook.

Looks up to: Team__c
Lookup


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