Playbook Task Assignment Fields

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

Here is a description of the fields that Customer Success Cloud – PSA Connector adds to the Playbook Task Assignment object.

Fields Added to the Playbook Task Assignment Object
Field Description
PSA Assignment

The PSA assignment associated with the playbook task assignment.

This field is populated when a PSA resource is assigned to the playbook task. It is populated by the Connector and cannot be edited.

Notes:
  • You cannot delete playbook task assignments that have PSA resources assigned to them.
  • If the assignment is deleted or the resource is unassigned from the resource request in PSA, the associated playbook task assignment is also deleted.