CS Cloud Resource Fields
The CS Cloud resource record includes the following fields.
* – Mandatory field
|
Field: |
Description: |
|---|---|
|
Active |
If selected, the resource is active. |
| Contact | The contact associated with the resource. This field is populated when a PSA resource has been assigned to a playbook task. It is populated by Customer Success Cloud – PSA Connector and cannot be edited. |
| The resource's email. | |
| First Name | The resource’s first name. |
| Last Name* | The resource’s last name. |
| PSA Resource |
The PSA resource associated with the resource. This field is populated when a PSA resource has been assigned to a playbook task. It is populated by Customer Success Cloud – PSA Connector and cannot be edited. |
| Role | The resource's role. |
| Salesforce User | The user associated with the resource. |
SECTIONS