Customer Success Cloud
G Objective__c Objective +!!Objective Name!!Name -!!Category!!Category__c #!!DEPRECATED: Account!!Account__c -!!End Date!!End_Date__c -!!Objective Owner!!Objective_Owner__c -!!Objective Type!!Objective_Type__c #!!Owner is Current User!!Is_Current_User__c -!!Parent Account!!Parent_Account__c -!!Priority!!Priority__c -!!Start Date!!Start_Date__c -!!Status!!Status__c -!!Success Criteria!!Success_Criteria__c -!!Success Plan!!Success_Plan__c -!!Summary!!Summary__c -!!Template!!Is_Template__c Resource__c CS Cloud Resource +!!Resource Name!!Name -!!Active!!Is_Active__c -!!Contact!!Contact__c -!!Email!!Email__c -!!First Name!!First_Name__c -!!Last Name!!Last_Name__c -!!Line Manager!!Line_Manager__c -!!PSA Resource!!PSA_Resource__c -!!Role!!Role__c -!!Salesforce User!!Salesforce_User__c Objective__c->Resource__c Playbook__c Playbook +!!Playbook Name!!Name -!!Account!!Account__c -!!Active!!Is_Active__c #!!DEPRECATED: Success Plan!!Success_Plan__c -!!Description!!Description__c #!!Duration (Days)!!Duration_Days__c -!!End Date!!End_Date__c -!!Objective!!Objective__c #!!Owner is Current User!!Is_Current_User__c -!!Playbook Owner!!Playbook_Owner__c #!!Playbook Status!!Status_Visual__c -!!Playbook Status!!Playbook_Status__c -!!Role!!Role__c -!!Stage!!Stage__c -!!Start Date!!Start_Date__c -!!Success Plan!!Parent_Success_Plan__c -!!Team!!Team__c -!!Template!!Is_Template__c Playbook__c->Objective__c Playbook__c->Resource__c Playbook_Task__c Playbook Task +!!Playbook Task Name!!Name -!!Account!!Account__c -!!Assigned Resources!!Assigned_Resources__c -!!Completed!!Completed__c -!!Description!!Description__c #!!Duration (Days)!!Duration_Days__c #!!End Date!!End_Date__c -!!End Date and Time!!End_Date_Time__c -!!Flagged!!Flagged__c -!!Hours!!Task_Hours__c -!!Notes!!Notes__c -!!Objective!!Objective__c -!!Playbook!!Playbook__c -!!Resource Role!!Resource_Role__c #!!Start Date!!Start_Date__c -!!Start Date and Time!!Start_Date_Time__c -!!Status!!Status__c -!!Success Plan!!Parent_Success_Plan__c #!!Template Task!!Is_Template__c Playbook_Task__c->Objective__c Playbook_Task__c->Playbook__c Playbook_Task_Assignment__c Playbook Task Assignment +!!Playbook Task Assignment Number!!Name -!!Playbook Task!!Playbook_Task__c #!!Playbook Task End Date!!Playbook_Task_End_Date__c #!!Playbook Task Start Date!!Playbook_Task_Start_Date__c -!!Resource!!Resource__c Playbook_Task_Assignment__c->Playbook_Task__c Playbook_Task_Assignment__c->Resource__c
© Copyright 2009–2024 Certinia Inc. All rights reserved. Various trademarks held by their respective owners.