Playbook Task Field Sets
The Playbook Task object is included in Customer Success Cloud. For a description of the field sets included in Customer Success Cloud, see Playbook Task Field Sets.
Here is a description of the field sets that Customer Success Cloud - PSA Connector adds to the Playbook Task record.
Field Set | Description | Default Fields |
Create Resource Request Task Columns | Enables you to define the columns to display in the playbook task table when creating PSA resource requests. | Playbook Task Name |