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 Sets Added 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