SECTIONSCustomer Success Cloud Input Fields
Input fields are the foundation of the Customer Success Cloud dataset. These fields are extracted from your org by the CS Cloud Core Analytics recipe when you create the CS Cloud Core Analytics app. The data is then processed to populate your app's dataset.
Base Objects
The CS Cloud Core Analytics recipe combines the data from several Customer Success Cloud objects to extract field information.
The following Customer Success Cloud objects are imported directly:
- CS Cloud Resource
- Objective
- Playbook
- Playbook Task
- Source
- Success Plan
- Team
The recipe also imports the Salesforce Account object.
Account Object
These are the fields retrieved from the Account object:
|
Field Label |
Field API Name | Description |
|---|---|---|
| Account Name | Name |
Joins the playbook and success plan records to the account record. Also populates the Playbook Account ID, Playbook Account Name, Success Plan Account ID, and Success Plan Name in the resulting dataset. |
| Record ID | Id | Joins the playbook record to the account record. |
Customer Success Cloud Resource Object
These are the fields retrieved from the CS Cloud Resource object:
|
Field Label |
Field API Name | Description |
|---|---|---|
| Record ID | Id |
Joins the playbook, objective, and success plan records to the CS Cloud resource record. |
| Resource Name | Name | Populates the playbook, objective, and success plan owner name fields in the resulting dataset. |
Objective Object
These are the fields retrieved from the Objective object:
|
Field Label |
Field API Name | Description |
|---|---|---|
| Category | csc__Category__c |
Populates the Objective Category field in the resulting dataset. |
| End Date | csc__End_Date__c |
Populates the Objective End Date field in the resulting dataset. |
| Objective Name | Name |
Populates the Objective Name field in the resulting dataset. |
| Objective Owner | csc__Objective_Owner__c |
Joins the objective record to the CS Cloud resource record. Also populates the Objective Owner ID field in the resulting dataset. |
| Objective Type | csc__Objective_Type__c |
Populates the Objective Type field in the resulting dataset. |
| Priority | csc__Priority__c | Populates the Objective Priority field in the resulting dataset. |
| Record ID | Id | Populates the Objective ID field in the resulting dataset. |
| Start Date | csc__Start_Date__c |
Populates the Objective Start Date field in the resulting dataset. |
| Status | csc__Status__c | Populates the Objective Status field in the resulting dataset. |
| Success Plan | csc__Success_Plan__c | Joins the success plan record to the objective record. |
| Template | csc__Is_Template__c | Populates the Objective Is Template field in the resulting dataset. |
Playbook Object
These are the fields retrieved from the Playbook object:
|
Field Label |
Field API Name | Description |
|---|---|---|
| Account | csc__Account__c |
Joins the playbook record to the account record. Also populates the Account ID field in the resulting dataset. |
| Active | csc__Is_Active__c | Populates the Playbook Is Active field in the resulting dataset. |
| Duration (Days) | csc__Duration_Days__c |
Populates the Playbook Duration (Days) field in the resulting dataset. |
| End Date | csc__End_Date__c |
Populates the Playbook End Date field in the resulting dataset. |
| Objective | csc__Objective__c | Joins the playbook record to the objective record. |
| Parent Success Plan | csc__Parent_Success_Plan__c | Joins the playbook record to the success plan record. Also populates the Parent Success Plan ID field in the resulting dataset. |
| Playbook Name | Name | These fields are extracted directly from your Customer Success Cloud environment and are available in the resulting dataset. For more information, see Playbook Fields. |
| Playbook Owner | csc__Playbook_Owner__c |
Joins the playbook record to the CS Cloud resource record. Also populates the Playbook Owner ID field in the resulting dataset. |
| Playbook Status | csc__Playbook_Status__c | These fields are extracted directly from your Customer Success Cloud environment and are available in the resulting dataset. For more information see Playbook Fields. |
| Record ID | Id | Populates the Playbook ID field in the resulting dataset. |
| Stage | csc__Stage__c | Populates the Playbook Stage field in the resulting dataset. |
| Start Date | csc__Start_Date__c |
Populates the Playbook Start Date field in the resulting dataset. |
| Team | csc__Team__c | Joins the playbook record to the team record. |
| Template | csc__Is_Template__c | Populates the Playbook Is Template field in the resulting dataset. |
Playbook Task Object
These are the fields retrieved from the Playbook Task object:
|
Field Label |
Field API Name | Description |
|---|---|---|
| Completed | csc__Completed__c | Populates the Playbook Task Is Completed field in the resulting dataset. |
| Duration (Days) | csc__Duration_Days__c | Populates the Playbook Task Duration Days field in the resulting dataset. |
| End Date | csc__End_Date__c |
Populates the Playbook Task End Date field in the resulting dataset. |
| Flagged | csc__Flagged__c | Populates the Playbook Task Is Flagged field in the resulting dataset. |
| Hours | csc__Task_Hours__c | Populates the Playbook Task Hours field in the resulting dataset. |
| Parent Success Plan | csc__Parent_Success_Plan__c | Joins the playbook task record to the success plan record. Also populates the Parent Success Plan ID field in the resulting dataset. |
| Playbook | csc__Playbook__c |
Joins the playbook task record to the playbook record. |
| Playbook Task Name | Name | These fields are extracted directly from your Customer Success Cloud environment and are available in the resulting dataset. For more information, see Playbook Task Fields |
| Record ID | Id |
Populates the Playbook Task ID field in the resulting dataset. |
| Resource Role | csc__Resource_Role__c | Populates the Playbook Task Resource Role field in the resulting dataset. |
| Start Date | csc__Start_Date__c |
Populates the Playbook Task Start Date field in the resulting dataset. |
| Status | csc__Status__c | Populates the Playbook Task Status field in the resulting dataset. |
Source Object
These are the fields retrieved from the Source object:
|
Field Label |
Field API Name | Description |
|---|---|---|
| Objective | csc__Objective__c | Joins the objective record to the source objective record. |
| Objective Source | csc__Objective_Source__c | Populates the Source Objective ID field in the resulting dataset. |
| Playbook | csc__Playbook__c | Joins the playbook record to the source playbook record. |
| Playbook Source | csc__Playbook_Source__c |
Populates the Source Template ID field in the resulting dataset. |
| Success Plan | csc__Success_Plan__c | Joins the success plan record to the source success plan record. |
| Success Plan Source | csc__Success_Plan_Source__c | Populates the Source Success Plan Template ID field in the resulting dataset. |
Success Plan Object
These are the fields retrieved from the Success Plan object:
|
Field Label |
Field API Name | Description |
|---|---|---|
| Account | csc__Account__c |
Joins the success plan record to the account record. Also populates the Account ID field in the resulting dataset. |
| Annual Revenue | csc__Annual_Revenue__c | Populates the Success Plan Annual Revenue field in the resulting dataset. |
| Effective Date | csc__Effective_Date__c | Populates the Success Plan Effective Date field in the resulting dataset. |
| Last Business Review | csc_Last_Business_Review__c | Populates the Success Plan Last Business Review field in the resulting dataset. |
| Next Business Review | csc__Next_Business_Review__c | Populates the Success Plan Next Business Review field in the resulting dataset. |
| Record ID | Id |
Populates the Success Plan ID field in the resulting dataset. |
| Status | csc__Status__c | Populates the Success Plan Status field in the resulting dataset. |
| Success Plan Name | Name | These fields are extracted directly from your Customer Success Cloud environment and are available in the resulting dataset. For more information see Success Plan Fields. |
| Success Plan Owner | csc__Success_Plan_Owner__c |
Joins the success plan record to the CS Cloud resource record. Also populates the Success Plan Owner ID field in the resulting dataset. |
| Template | csc__Is_Template__c | Populates the Success Plan Is Template field in the resulting dataset. |
Team Object
These are the fields retrieved from the Team object:
|
Field Label |
Field API Name | Description |
|---|---|---|
| Record ID | Id | Joins the playbook record to the team record. |
| Team Name | Name |
These fields are extracted directly from your Customer Success Cloud environment and are available in the resulting dataset. For more information see Team Fields. |