Customer Success Cloud Data Dictionary
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Objects
Account
Account_Customer_Success_Resource__c
Account_Customer_Success_Segment__c
Activity_Contact__c
Activity__c
Business_Challenge__c
CS_Cloud_Analytics_Setup__c
Customer_Success_Metric_Account_Value__c
Customer_Success_Metric__c
Customer_Success_Segment_Metric__c
Customer_Success_Segment__c
Filter_Set__c
Objective_KPI__c
Objective__c
Playbook_Task_Assignment__c
Playbook_Task__c
Playbook__c
Resource_Pool_Membership__c
Resource_Pool__c
Resource__c
Source__c
Success_Plan__c
Team_Membership__c
Team__c
Custom Settings
CS_Cloud_Account_Settings__c
CS_Cloud_Filter_Settings__c
CS_Cloud_Notification_Settings__c
CS_Cloud_Preferences_Panel_Settings__c
CS_Cloud_Settings__c
CS_Cloud_Templating_Settings__c
Customer_Success_Cloud_Process_Settings__c
Team__c
Label: Team
A group of resources who work together.
Field Name
Field Label
Created in Version
Description
Type
Default Value
Team_Owner__c
Team Owner
Spring 2023
The resource that owns the team.
Looks up to:
Resource__c
Lookup
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