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Account
Account
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
Playbook__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
Playbook__c->Objective__c
Team__c
Team
+!!Team Name!!Name
-!!Team Owner!!Team_Owner__c
Playbook__c->Team__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
-!!Region!!Region__c
-!!Role!!Role__c
-!!Salesforce User!!Salesforce_User__c
-!!Weekly Work Hours!!Work_Hours__c
-!!Work Week Start Day!!Work_Week_Start_Day__c
Playbook__c->Resource__c
Region__c
CS Region
+!!Region Name!!Name
-!!Description!!Description__c
-!!Hierarchy Depth!!Hierarchy_Depth__c
-!!Parent Region!!Parent_Region__c
-!!Region Hierarchy ID Chain!!Region_Hierarchy_ID_Chain__c
-!!Region Hierarchy Name Chain!!Region_Hierarchy_Name_Chain__c
-!!Reversed Hierarchy ID Chain!!Reversed_Hierarchy_ID_Chain__c
Playbook__c->Region__c
Objective__c->Account
Objective__c->Resource__c
Team__c->Resource__c
Team_Membership__c
Team Membership
+!!Team Membership Name!!Name
-!!Resource!!Resource__c
-!!Team!!Team__c
Team_Membership__c->Team__c
Team_Membership__c->Resource__c
Resource__c->Region__c
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 Opportunity Source!!Success_Plan_Opportunity_Source__c
-!!Success Plan Source!!Success_Plan_Source__c
Source__c->Playbook__c
Source__c->Objective__c
Playbook_Customer_Success_Resource__c
Playbook Customer Success Resource
+!!Playbook Customer Success Resource Name!!Name
-!!Active!!Is_Active__c
-!!End Date!!End_Date__c
-!!Playbook!!Playbook__c
-!!Resource!!Resource__c
-!!Start Date!!Start_Date__c
Playbook_Customer_Success_Resource__c->Playbook__c
Playbook_Customer_Success_Resource__c->Resource__c
Playbook_Skill__c
Playbook Skill
+!!Playbook Skill Name!!Name
-!!CS Skill!!Skill__c
-!!CS Skill Set!!Skill_Set__c
-!!Minimum Rating!!Rating__c
-!!Playbook!!Playbook__c
Playbook_Skill__c->Playbook__c
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