Success Tracker Lightning Component Fields

The table below shows the columns displayed in the Success Tracker component.

For more information about this component, see Customer Success Cloud Lightning Components.

Column Name

 Description
Name

The objectives associated with the success plan. Expanding an objective will display any associated playbooks. You can expand a playbook to view the playbook tasks.

Note: When using the Success Tracker on an account record page, the success plans associated with the account are at the top of the hierarchy.
Progress

The progress of each record, determined depending on the record as detailed:

  • Objectives: The proportion of completed playbook tasks on its associated playbooks, as a percentage.
  • Playbooks: The proportion of its associated playbook tasks with the Completed field set as true, as a percentage. For playbooks with no associated tasks, the progress displays as 0%.
  • Playbook Tasks: Displays as 0% or 100% , depending on if the Completed field is set to true.
Note: When using the Success Tracker on an account record page, the success plan progress also displays and is determined by the proportion of completed playbook tasks on its associated playbooks, as a percentage.
Status

The status of the objective and playbook task. Default values are -–None--, Draft, Active, Blocked, Completed, and Archived.

For a playbook, the status field is retrieved from the playbook Stage field. Default values are --None--, Planned, In Progress, On Hold, Completed, and Canceled.

Note: When using the Success Tracker on an account record page, the success plans status also displays.
Resources

The resource associated with the record. When viewing an objective or playbook, the Resource cell displays the objective or playbook owner. When viewing a playbook task, the cell displays all resources assigned to the task.

Note: When using the Success Tracker on an account record page, the Resource cell displays the success plans owner.

Buttons

Buttons in the Success Tracker Component

Button

 Name Description
Zoom Level Zoom Level

Changes the view between days, weeks, months, quarters, and years. Your selection is retained if you use the same browser on the same device.

Default: Weeks
Today Today Displays the current day on the timeline and maintains the current zoom level.
Refresh Refresh Refreshes the Success Tracker component to display any external changes.
Collapse All Collapse All Collapses records in the tracker so that only the highest level records are visible.
Expand All Expand All Expands all records in the tracker so that all of the records are visible.
Record Details Record Details Shows details of the selected objective, playbook, or playbook task in the Record Details panel. The panel stays open until you close it. Click Record Details to open and close the panel.