Playbook Fields

The Playbook object is included in Customer Success Cloud. For a description of the playbook fields included in Customer Success Cloud, see Playbook Fields.

If Customer Success Cloud – PSA Connector is installed, you can add the following Lightning actions to the Playbook Lightning page layout.

Lightning Actions on Playbook

Action	Description
Request PSA Resource	Opens the Create PSA Resource Request window, which creates resource requests in PSA for playbook tasks.