Playbook Fields

The Playbook object includes the following fields.

R – Read-only

Playbook Fields
Field		Description
Account		The account that relates to the playbook.
Active		If selected, the playbook is active.
DEPRECATED: Success Plan		This field is obsolete. Instead, you can use the Success Plan field to associate your success plan with a playbook.
Description		The description of the playbook. For more information about the formatting options available in the rich text editor, see the Salesforce Help.
Duration (Days)		The duration of the playbook in days.
End Date		The date the playbook ends.
Objective		The objective that relates to the playbook.
Owner is Current User		If selected, the owner for the playbook is the current Salesforce user.
Playbook Owner		The owner of the playbook. The playbook owner must be an active resource.
Playbook Status		The current status of the playbook.
Playbook Status		The current status of the playbook displayed as a color.
Record Type	R	The type of the playbook record. This field displays only if your administrator has created one or more record types for this object and added this field to the necessary page layouts. The user can select a record type when creating a new playbook record from the Actions panel. If only one record type has been created for this object, that record is selected by default. For more information, see Setting up Customer Success Cloud.
Role		The resource role associated with the playbook. The Role global picklist value set contains the options available in this picklist field. This field is mandatory when automatically allocating resources to the playbook.
Stage		The current stage of the playbook.
Start Date		The date the playbook starts.
Success Plan		The success plan that relates to the playbook.
Team		The team associated with the playbook.
Template		If selected, the playbook is a template.