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G
Account_Product__c
Account Product
+!!Account Product ID!!Name
-!!Account!!Account__c
-!!Product!!Product__c
Account
Account
Account_Product__c->Account
Product2
Product2
Account_Product__c->Product2
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_Product__c
CS Activity Product
+!!Activity Product ID!!Name
-!!CS Activity!!Activity__c
-!!Product!!Product__c
Activity_Product__c->Activity__c
Activity_Product__c->Product2
Objective__c->Account
Objective__c->Success_Plan__c
Objective_KPI__c->Objective__c
Objective_KPI_Product__c
Objective KPI Product
+!!Objective KPI Product ID!!Name
-!!Objective KPI!!Objective_KPI__c
-!!Product!!Product__c
Objective_KPI_Product__c->Objective_KPI__c
Objective_KPI_Product__c->Product2
Objective_Product__c
Objective Product
+!!Objective Product ID!!Name
-!!Objective!!Objective__c
-!!Product!!Product__c
Objective_Product__c->Objective__c
Objective_Product__c->Product2
Playbook__c->Account
Playbook__c->Objective__c
Playbook__c->Success_Plan__c
Playbook_Product__c
Playbook Product
+!!Playbook Product ID!!Name
-!!Playbook!!Playbook__c
-!!Product!!Product__c
Playbook_Product__c->Playbook__c
Playbook_Product__c->Product2
Playbook_Task__c
Playbook Task
+!!Playbook Task Name!!Name
-!!Account!!Account__c
-!!Assigned Resources!!Assigned_Resources__c
-!!Completed!!Completed__c
-!!Description!!Description__c
#!!Duration in Days!!Duration_Days__c
#!!End Date!!End_Date__c
-!!End Date and Time!!End_Date_Time__c
-!!Estimated Hours!!Estimated_Hours__c
-!!Flagged!!Flagged__c
-!!Hours!!Task_Hours__c
-!!Notes!!Notes__c
-!!Objective!!Objective__c
-!!Order!!Order__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->Account
Playbook_Task__c->Objective__c
Playbook_Task__c->Playbook__c
Playbook_Task__c->Success_Plan__c
Playbook_Task_Product__c
Playbook Task Product
+!!Playbook Task Product ID!!Name
-!!Playbook Task!!Playbook_Task__c
-!!Product!!Product__c
Playbook_Task_Product__c->Playbook_Task__c
Playbook_Task_Product__c->Product2
Success_Plan__c->Account
Success_Plan_Product__c
Success Plan Product
+!!Success Plan Product ID!!Name
-!!Product!!Product__c
-!!Success Plan!!Success_Plan__c
Success_Plan_Product__c->Product2
Success_Plan_Product__c->Success_Plan__c
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