Playbooks Input Fields

Input fields are the foundation of the Playbooks dataset. These fields are extracted from your org by the CS Cloud Analytics recipe when you create the CS Cloud Core Analytics app. The data is then processed to populate your app's dataset.

Base Objects

The CS Cloud Analytics recipe combines the data from several CS Cloud objects to extract field information.

The following CS Cloud objects are imported directly:

  • Playbook
  • Source
  • CS Cloud Resource
  • Team

The recipe also imports the Salesforce Account object.

Account Object

These are the fields retrieved from the Account object:

Fields Retrieved from the Account Object

Field Label

 Field API Name Description
Account Name Name

Populates the Account Name field in the resulting dataset.
Record ID Id Joins the playbook record to the account record.

CS Cloud Resource Object

These are the fields retrieved from the CS Cloud Resource object:

Fields Retrieved from the CS Cloud Resource Object

Field Label

 Field API Name Description
Record ID Id

Joins the playbook record to the CS Cloud resource record.
Resource Name Name Populates the Playbook Owner Name field in the resulting dataset.

Playbook Object

These are the fields retrieved from the Playbook object:

Fields Retrieved from the Playbook Object

Field Label

 Field API Name Description
Account csc__Account__c

Joins the playbook record to the account record.

Also populates the Account ID field in the resulting dataset.
Active csc__Is_Active__c These fields are extracted directly from your environment and are available in the resulting dataset. For more information see Playbook Fields.
End Date csc__End_Date__c

These fields are extracted directly from your CS Cloud environment and are available in the resulting dataset. For more information see Playbook Fields.

Also used with the Start Date field to calculate the Duration (Days) field in the resulting dataset.
Playbook Name Name These fields are extracted directly from your CS Cloud environment and are available in the resulting dataset. For more information see Playbook Fields.
Playbook Owner csc__Playbook_Owner__c

Joins the playbook record to the CS Cloud resource record.

Also populates the Playbook Owner ID field in the resulting dataset.
Record ID Id Populates the Playbook ID field in the resulting dataset.
Stage csc__Stage__c Populates the Playbook Stage field in the resulting dataset.
Start Date csc__Start_Date__c

These fields are extracted directly from your CS Cloud environment and are available in the resulting dataset. For more information see Playbook Fields.

Also used with the End Date field to calculate the Duration (Days) field in the resulting dataset.
Team csc__Team__c Joins the playbook record to the team record.
Template csc__Is_Template__c These fields are extracted directly from your CS Cloud environment and are available in the resulting dataset. For more information see Playbook Fields.

Source Object

These are the fields retrieved from the Source object:

Fields Retrieved from the Source Object

Field Label

 Field API Name Description
Playbook csc__Playbook__c Joins the playbook record to the playbook source record.
Playbook Source csc__Playbook_Source__c

Populates the Source Template ID field in the resulting dataset.

Team Object

These are the fields retrieved from the Team object:

Fields Retrieved from the Team Object

Field Label

 Field API Name Description
Record ID Id Joins the playbook record to the team record.
Team Name Name

These fields are extracted directly from your CS Cloud environment and are available in the resulting dataset. For more information see Team Fields.