Success Tracker Lightning Component Fields

The table below shows the columns displayed in the Success Tracker component.

For more information about this component, see Customer Success Cloud Lightning Components.

Columns in Success Tracker

Column Name

 Description
Name

The objectives associated with the success plan. Expanding an objective will display any associated playbooks. You can expand a playbook to view the playbook tasks.

Note: When using the Success Tracker on an account record page, the success plans associated with the account are at the top of the hierarchy.
Progress

The progress of each record, determined depending on the record as detailed:

  • Objectives: The proportion of completed playbook tasks on its associated playbooks, as a percentage.
  • Playbooks: The proportion of its associated playbook tasks with the Completed field set as true, as a percentage. For playbooks with no associated tasks, the progress displays as 0%.
  • Playbook Tasks: Displays as 0% or 100% , depending on if the Completed field is set to true.
Note: When using the Success Tracker on an account record page, the success plan progress also displays and is determined by the proportion of completed playbook tasks on its associated playbooks, as a percentage.
Status

The status of the objective and playbook task. Default values are -–None--, Draft, Active, Blocked, Completed, and Archived.

For a playbook, the status field is retrieved from the playbook Stage field. Default values are --None--, Planned, In Progress, On Hold, Completed, and Canceled.

Note: When using the Success Tracker on an account record page, the success plans status also displays.
Resources

The resource associated with the record. When viewing an objective or playbook, the Resource cell displays the objective or playbook owner. When viewing a playbook task, the cell displays all resources assigned to the task.

Note: When using the Success Tracker on an account record page, the Resource cell displays the success plans owner.

Buttons

Buttons in Success Tracker Component

Button

 Name Description
Add Task Actions

Opens a drop-down list that contains the following buttons:

  • Add Playbook Task, which enables you to create a playbook task in the Create Playbook Task window
  • Add Playbook, which enables you to create a playbook in the Create Playbook window
  • Add Objective, which enables you to create an objective in the Create Objective window
  • Add Success Plan, which enables you to create a success plan in the Create Success Plan window
Edit Edit Opens the window for editing objectives, playbooks, playbook tasks, or success plans, depending on the selected record.
Collapse All Collapse All Collapses records in the tracker so that only the highest level records are visible.
Expand All Expand All Expands all records in the tracker so that all of the records are visible.
Filter Tasks Filter Records

Opens and closes the Filters panel enabling you to filter the records displayed.

Note: The Filters panel is not visible on packaged Customer Success Cloud record pages.
Record Details Record Details Shows details of the selected objective, playbook, or playbook task in the Record Details panel. The panel stays open until you close it. Click Record Details to open and close the panel.
Refresh Refresh Refreshes the Success Tracker component to display any external changes.
Today Today Displays the current day on the timeline and maintains the current zoom level.
Zoom Level Zoom Level

Changes the view between days, weeks, months, quarters, and years. Your selection is retained if you use the same browser on the same device.

Default: Weeks

Filter Buttons

Filter Buttons on Success Tracker

Button

 Name Description
Apply Apply Updates the contents of the Playbook Task Board using the filter criteria specified.
Edit Edit Opens the Edit Filter Set window enabling you to edit the selected filter set name, sharing access, and select it as the default filter set.
Delete Delete Deletes the selected filter set.
Remove Default Remove Default Removes the current filter set from being the default filter set applied.
Reset Reset Returns the filter criteria to the default values.
Settings Settings Displays saving options for creating and editing filter sets.
Save Save Saves the current applied filters to the selected filter set.
Save As Save As Opens the New Filter Set window enabling you to create a new filter set with the current applied filters.
Set as Default Set as Default Sets the selected filter set as the default one for the logged in user.

Filter Fields

Filter Fields on Success Tracker

Field

 Description
Saved Filters Specify the filter set you want to apply.
Account Search for and select one or more accounts to display in the tracker.
Customer Success Segment Search for and select one or more customer success segments to display in the tracker.