Success Plan Fields

The Success Plan object includes the following fields.

R – Read-only

Success Plan Fields
Field  

Description
Account   The account that relates to the success plan.
Annual Revenue   The annual revenue for the account that relates to the success plan.
Challenges and Risks   A summary of the challenges and risks identified in the success plan. For more information about the formatting options available in the rich text editor, see the Salesforce Help.
Effective Date   The date the success plan is effective from.
Last Business Review   The date of the last business review for the account that relates to the success plan. The date of the last business review must be before the date of the next business review.
Next Business Review   The date of the next business review for the account that relates to the success plan. The date of the next business review must be after the date of the last business review.
Owner is Current User   If selected, the owner for the success plan is the current Salesforce user.
Record Type R The type of the success plan 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 success plan 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.
Template  

If selected, the success plan is a template. A success plan template can include the following child records:

  • Objectives, including their related objective KPIs
  • Playbooks
  • Playbook tasks
Status   The status of the success plan.
Success Plan Owner   The owner of the success plan.
Summary   A summary of the success plan. For more information about the formatting options available in the rich text editor, see the Salesforce Help.

Buttons

Key: L - Only available on the Lightning version of the page.

Success Plan Buttons

Button

 Description
Clone Success Plan L Opens the Clone Success Plan window, enabling you to create a new success plan, or success plan template, from an existing success plan.