Customer Success Cloud
G Account Account Activity__c CS Activity +!!CS Activity Name!!Name -!!Account!!Account__c -!!Date!!Date__c -!!Notes!!Notes__c -!!Objective!!Objective__c -!!Objective KPI!!Objective_KPI__c -!!Playbook!!Playbook__c -!!Success Plan!!Success_Plan__c -!!Summary!!Summary__c -!!Type!!Type__c Activity__c->Account Objective__c Objective +!!Objective Name!!Name -!!Category!!Category__c #!!DEPRECATED: Account!!Account__c -!!End Date!!End_Date__c -!!Estimated Hours!!Estimated_Hours__c -!!Objective Owner!!Objective_Owner__c -!!Objective Type!!Objective_Type__c -!!Opportunity!!Opportunity__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 Activity__c->Objective__c Objective_KPI__c Objective KPI +!!Objective KPI Name!!Name -!!Baseline Value!!Baseline_Value__c -!!Blocked!!Is_Blocked__c -!!Category!!Category__c -!!Current Value!!Current_Value__c -!!Customer Success Metric!!Customer_Success_Metric__c -!!Description!!Description__c -!!External!!Is_External__c -!!Last Progress Update!!Last_Progress_Update__c -!!Objective!!Objective__c -!!Objective KPI Title!!Objective_KPI_Title__c #!!Previous Progress!!Previous_KPI_Progress__c -!!Previous Value!!Previous_Value__c #!!Progress!!Progress__c #!!Status!!Status__c -!!Target Date!!Target_Date__c -!!Target Value!!Target_Value__c -!!Unit!!Unit__c Activity__c->Objective_KPI__c Playbook__c Playbook +!!Playbook Name!!Name -!!Account!!Account__c -!!Active!!Is_Active__c -!!Completed!!Completed__c -!!Description!!Description__c #!!Duration (Days)!!Duration_Days__c -!!End Date!!End_Date__c -!!Estimated Hours!!Estimated_Hours__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 -!!Region!!Region__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 Activity__c->Playbook__c 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 -!!Estimated Hours!!Estimated_Hours__c -!!Last Business Review!!Last_Business_Review__c -!!Next Business Review!!Next_Business_Review__c -!!Opportunity!!Opportunity__c #!!Owner is Current User!!Is_Current_User__c -!!Region!!Region__c -!!Role!!Role__c -!!Status!!Status__c -!!Success Plan Owner!!Success_Plan_Owner__c -!!Summary!!Summary__c -!!Template!!Is_Template__c Activity__c->Success_Plan__c Activity_Contact__c Activity Contact +!!Name!!Name -!!Contact!!Contact__c -!!CS Activity!!Activity__c Activity_Contact__c->Activity__c Objective__c->Account Objective__c->Success_Plan__c Objective_KPI__c->Objective__c Playbook__c->Account Playbook__c->Objective__c Playbook__c->Success_Plan__c Success_Plan__c->Account
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