Customer Success Cloud Output Fields

The Customer Success Cloud dataset includes fields derived from the following objects:

CS Cloud Resource
Objective
Playbook
Playbook Task
Source
Success Plan
Team

The recipe also imports the Salesforce Account object.

The following table describes the fields available in the Customer Success Cloud dataset, grouped by their type within Analytics.

Customer Success Cloud Fields

Customer Success Cloud Output Fields
Field Type	Field Label	Field API Name	Description
Measure	Playbook Duration (Days)	ValuePlaybookDurationDays	Duration of the playbook in days.
	Playbook Task Duration (Days)	ValuePlaybookTaskDurationDays	Duration of the playbook task in days.
	Playbook Task Hours	PlaybookTaskHours	The number of working hours required to complete the task.
	Success Plan Annual Revenue	SuccessPlanAnnualRevenue	The annual revenue for the account that relates to the success plan.
Dimension	Objective Category	ObjectiveCategory	The category the objective is grouped by. Expressed as “Land”, “Adopt”, “Expand”, or “Renew”.
	Objective ID	ObjectiveId	Salesforce record ID of the objective.
	Objective Is Template	ObjectiveIsTemplate	Indicates whether the objective is a template.
	Objective Name	ObjectiveName	Name of the objective.
	Objective Owner ID	ObjectiveOwnerId	Salesforce record ID of the objective owner.
	Objective Owner Name	ObjectiveOwnerName	Name of the objective owner.
	Objective Priority	ObjectivePriority	Indicates the priority of an objective. Expressed as “High”, “Medium”, or “Low”.
	Objective Status	ObjectiveStatus	Indicates the status of an objective. Expressed as “Draft”, “Active”, “Blocked”, “Completed”, or “Archived”.
	Objective Type	ObjectiveType	Indicates the type of an objective. Expressed as “Internal” or “Customer”.
	Parent Success Plan ID	ParentSuccessPlanId	Salesforce record ID of the success plan associated with the playbook, objective, or playbook task.
	Playbook Account ID	PlaybookAccountId	Salesforce record ID of the account associated with the playbook.
	Playbook Account Name	PlaybookAccountName	Name of the account associated with the playbook.
	Playbook ID	PlaybookId	Salesforce record ID of the playbook.
	Playbook Is Template	PlaybookIsTemplate	Indicates whether the playbook is a template.
	Playbook Name	PlaybookName	Name of the playbook.
	Playbook Owner ID	PlaybookOwnerId	Salesforce record ID of the playbook owner.
	Playbook Owner Name	PlaybookOwnerName	Name of the playbook owner.
	Playbook Stage	PlaybookStage	Indicates the current stage of a playbook. Expressed as “Planned”, “In Progress”, “On Hold”, “Completed”, or “Canceled”.
	Playbook Status	PlaybookStatus	Indicates the status of a playbook. Expressed as “Green”, “Yellow”, or “Red”.
	Playbook Task Is Completed	PlaybookTaskIsCompleted	Indicates whether the playbook task is complete.
	Playbook Task ID	PlaybookTaskId	Salesforce record ID of the playbook task.
	Playbook Task Is Flagged	PlaybookTaskIsFlagged	Indicates whether the playbook task is flagged and requires attention.
	Playbook Task Name	PlaybookTaskName	Name of the playbook task.
	Playbook Task Resource Role	PlaybookTaskResourceRole	The resource role associated with the task.
	Playbook Task Status	PlaybookTaskStatus	Indicates the status of a playbook task. Expressed as “Draft”, “Planned”, “Started”, “Blocked”, “Complete”, or “Deferred”.
	Source Objective ID	SourceObjectiveId	Salesforce record ID of the template objective used to create the objective.
	Source Objective Is Template	SourceObjectiveIsTemplate	Indicates whether the source objective is a template.
	Source Objective Name	SourceObjectiveName	The name of the template playbook used to create the objective.
	Source Playbook ID	SourcePlaybookId	Salesforce record ID of the template playbook used to create the playbook.
	Source Playbook Is Template	SourcePlaybookIsTemplate	Indicates whether the source playbook is a template.
	Source Playbook Name	SourcePlaybookName	The name of the template playbook used to create the playbook.
	Source Success Plan ID	SourceSuccessPlanId	Salesforce record ID of the template success plan used to create the success plan.
	Source Success Plan Is Template	SourceSuccessPlanIsTemplate	Indicates whether the source success plan is a template.
	Source Success Plan Name	SourceSuccessPlanName	The name of the template success plan used to create the success plan.
	Success Plan Account ID	SuccessPlanAccountId	Salesforce record ID of the account associated with the success plan.
	Success Plan Account Name	SuccessPlanAccountName	Name of the account associated with the success plan.
	Success Plan ID	SuccessPlanId	Salesforce record ID of the success plan.
	Success Plan Is Template	SuccessPlanIsTemplate	Indicates whether the success plan is a template.
	Success Plan Name	SuccessPlanName	Name of the success plan associated with the playbook, objective, or playbook task.
	Success Plan Owner ID	SuccessPlanOwnerId	Salesforce record ID of the success plan owner.
	Success Plan Owner Name	SuccessPlanOwnerName	Name of the success plan owner.
	Success Plan Status	SuccessPlanStatus	Indicates the status of a success plan. Expressed as “Draft”, “Active”, “Blocked”, “Completed”, or “Archived”.
	Team ID	TeamId	Salesforce record ID of the team.
	Team Name	TeamName	Name of the team.
Date	Objective End Date	ObjectiveEndDate	End date of the objective.
	Objective Start Date	ObjectiveStartDate	Start date of the objective.
	Playbook End Date	PlaybookEndDate	End date of the playbook.
	Playbook Start Date	PlaybookStartDate	Start date of the playbook.
	Playbook Task End Date	PlaybookTaskEndDate	End date of the playbook task.
	Playbook Task Start Date	PlaybookTaskStartDate	Start date of the playbook task.
	Success Plan Effective Date	SuccessPlanEffectiveDate	The date the success plan is effective from.
	Success Plan Last Business Review	SuccessPlanLastBusinessReview	Date of the last business review for the account that relates to the success plan.
	Success Plan Next Business Review	SuccessPlanNextBusinessReview	Date of the next business review for the account that relates to the success plan.