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Success_Plan__c
Success Plan
+!!Success Plan Name!!Name
-!!Account!!Account__c
#!!Annual Revenue!!Annual_Revenue__c
-!!Challenges and Risks!!Challenges_and_Risks__c
-!!Effective Date!!Effective_Date__c
-!!Last Business Review!!Last_Business_Review__c
-!!Next Business Review!!Next_Business_Review__c
#!!Owner is Current User!!Is_Current_User__c
-!!Status!!Status__c
-!!Success Plan Owner!!Success_Plan_Owner__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
Success_Plan__c->Resource__c
Account
Account
Success_Plan__c->Account
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
Objective__c->Success_Plan__c
Objective__c->Resource__c
Objective__c->Account
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->Success_Plan__c
Playbook__c->Objective__c
Playbook__c->Resource__c
Playbook__c->Account
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->Success_Plan__c
Playbook_Task__c->Objective__c
Playbook_Task__c->Playbook__c
Playbook_Task__c->Account
Source__c
Source
+!!Source Name!!Name
-!!Objective!!Objective__c
-!!Objective Source!!Objective_Source__c
-!!Playbook!!Playbook__c
-!!Playbook Source!!Playbook_Source__c
-!!Success Plan!!Success_Plan__c
-!!Success Plan Source!!Success_Plan_Source__c
Source__c->Success_Plan__c
Source__c->Objective__c
Source__c->Playbook__c
Account_Customer_Success_Resource__c
Account Customer Success Resource
+!!Account Customer Success Resource Number!!Name
-!!Account!!Account__c
-!!Resource!!Resource__c
Account_Customer_Success_Resource__c->Resource__c
Account_Customer_Success_Resource__c->Account
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