SECTIONS
The Playbooks dataset includes fields derived from the following objects:
- Playbook
- Source
- CS Cloud Resource
- Team
The recipe also imports the Salesforce Account object.
The following table describes the fields available in the Playbooks dataset, grouped by their type within Analytics.
Playbooks Fields
|
Field Type |
Field Label | Field API Name | Description |
|---|---|---|---|
| Measure | Duration (Days) | ValueDuration | Duration of the playbook in days. |
| Dimension | Account ID | AccountId | Salesforce record ID of the account. |
| Dimension | Account Name | AccountName | Name of the account. |
| Dimension | Active | IsActive | Indicates whether the project is active. |
| Dimension | Playbook ID | PlaybookId | Salesforce record ID of the playbook. |
| Dimension | Playbook Name | Name | Name of the playbook. |
| Dimension | Playbook Owner ID | PlaybookOwnerId | Salesforce record ID of the playbook owner. |
| Dimension | Playbook Owner Name | PlaybookOwnerName | Name of the playbook owner. |
| Dimension | Playbook Stage | PlaybookStage | Indicates the current stage of a playbook. Expressed as “Planned”, “In Progress”, “On Hold”, “Completed”, or “Canceled”. |
| Dimension | Playbook Source ID | PlaybookSourceId | Salesforce record ID of the template playbook used to create the playbook. |
| Dimension | Playbook Source Name | PlaybookSourceName | The name of the template playbook used to create the playbook. |
| Dimension | Team ID | TeamId | Salesforce record ID of the team. |
| Dimension | Team Name | TeamName | Name of the team. |
| Dimension | Playbook Is Template | PlaybookIsTemplate | Indicates whether the playbook is a template. |
| Dimension | Playbook Source Is Template | PlaybookSourceIsTemplate | Indicates whether the playbook source is a template. |
| Date | End Date | EndDate | End date of the playbook. |
| Date | Start Date | StartDate | Start Date of the playbook. |
Default Fields
Where no value is available for the following fields, "N/A" is displayed in the lenses or dashboards in which they occur:
- Account ID
- Account Name
- Playbook Owner ID
- Playbook Owner Name
- Playbook Stage
- Source Template ID
- Source Template Name
- Team ID
- Team Name
When no value is available for the Start Date and End Date fields, the default value is set to "January 01, 1990".