CS Activity Fields

The CS activity record includes the following fields.

Field	Description:
Account	The account that relates to the CS activity.
CS Activity Name	The name of the CS activity.
Date	The date of the CS activity.
Notes	The notes entered on the CS activity.
Summary	The summary of this CS activity.
Type	The type of CS activity.

Concepts

Customer Success Management Workspace

Salesforce Output Connector in CS Cloud Analytics

Tasks

Using Activity Tracker

Creating a CS Activity from a Workspace or App Page

Creating a CS Activity

Setting up Customer Success Cloud

Setting Up Custom Notifications and Flows

Using the Calendars

Using the Playbook Task Manager

Using Team Manager

Using the Playbook Task Portfolio Grid

Creating a Playbook

Deleting a Playbook

Creating an Objective

Creating a Success Plan

Creating a Team

Customizable Lightning Components

Using Success Tracker

Using the Playbook Task Board

Using Account Grid

Account Health Score Dashboard

Customer Success Manager Dashboard