Customer Success Cloud Data Dictionary

Playbook_Allocation_Ranking_Settings__c

Label: Playbook Allocation Ranking Settings

Contains settings that control the behavior of Playbook resource allocation ranking calculation in your org.

Field NameField LabelCreated in VersionDescriptionTypeRequiredDefault Value
Playbook_Priority__c Playbook Priority January 2025 The priority of the playbook in the resource allocation ranking calculation. The default value is 4. 1 is the highest priority. 2 is next highest, and so on. Priority values must be unique.

Number(2,0) true 4
Role_Priority__c Role Priority January 2025 The priority of the role in the resource allocation ranking calculation. The default value is 1. 1 is the highest priority. 2 is next highest, and so on. Priority values must be unique.

Number(2,0) true 1
Skill_Priority__c Skill Priority January 2025 The priority of the skill in the resource allocation ranking calculation. The default value is 2. 1 is the highest priority. 2 is next highest, and so on. Priority values must be unique.

Number(2,0) true 2
Success_Plan_Priority__c Success Plan Priority January 2025 The priority of the success plan in the resource allocation ranking calculation. The default value is 3. 1 is the highest priority. 2 is next highest, and so on. Priority values must be unique.

Number(2,0) true 3


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