| 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 |
|
| Role__c |
Role |
September 2024 |
The role associated with the playbook. The picklist values available come from the Role global picklist value set.
|
Picklist |
|
| 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This field is obsolete.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 |
|
