Playbook Source Fields

The playbook source record includes the following fields.

Field:	Description:
Playbook	The playbook created from the template playbook.
Source	The template playbook that was used to create the new playbook.

Concepts

Customer Success Workspace

Tasks

Setting up CS Cloud

Using the Calendars

Using the Playbook Task Manager

Using Team Manager

Using the Playbook Task Portfolio Grid

Creating a Playbook

Preparing to Install

Creating an Objective

Creating a Success Plan

Creating a Team

Customizable Lightning Components

Reference

Objective Fields

Playbook Fields

Success Plan Fields

Playbook Task Assignment Fields

Playbook Task Fields

Playbook Task Manager Lightning Component Properties

Playbook Task Portfolio Grid Lightning Component Properties

Customer Success Cloud Resource Fields

Team Membership Fields

Playbook Task Field Sets

CS Cloud Lightning Components

Permission Sets and Other Technical Documentation