Metrics Input Fields

Input fields are the foundation of the Metrics 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.

The Customer Success Metrics recipe combines the data from several Customer Success Cloud objects with the data from the Metric Account Values dataset to extract field information.

Base Objects

The following Customer Success Cloud objects are imported directly:

Account Customer Success Resource
Account Customer Success Segment
Customer Success Metric
Customer Success Metric Account Value
Customer Success Metric Weighting
Customer Success Segment
Customer Success Segment Weighting

The recipe also imports the Salesforce Account object.

Base Datasets

The Metric Account Values dataset is imported directly.

Account Object

These are the fields retrieved from the Account object:

Fields Retrieved from the Account Object
Field Label	Field API Name	Description
ID	Id	Joins the customer success metric account value record to the account record.
Name	Name	Populates the Account Name field in the resulting dataset.

Account Customer Success Resource

These are the fields retrieved from the Account Customer Success Resource object:

Fields Retrieved from the Account Customer Success Resource Object
Field Label	Field API Name	Description
ID	Id	Populates the Account Customer Success Resource IDs field in the resulting dataset.
Name	Name	Populates the Account Customer Success Resource Names field in the resulting dataset.

Account Customer Success Segment Object

These are the fields retrieved from the Account Customer Success Segment object:

Fields Retrieved from the Account Customer Success Segment Object
Field Label	Field API Name	Description
Account	Account__c	Joins the account customer success segment record to the account record.
Account Customer Success Segment Name	Name	Populates the Account Segment Name field in the resulting dataset.
Customer Success Segment	Customer_Success_Segment__c	Joins the account customer success segment record to the customer success segment record.
End Date	End_Date__c	Filters the end date that an account health score is calculated for, for the given segment. Any segments which do not have an associated end date value are calculated with the date of the given day. Also populates the Account Segment End Date in the resulting dataset.
Health Score Output 1	Health_Score_Output_1__c	Populates the Account Segment Health Score Output 1 field in the resulting dataset.
Health Score Output 2	Health_Score_Output_2__c	Populates the Account Segment Health Score Output 2 field in the resulting dataset.
Record ID	Id	Populates the Account Segment ID field in the resulting dataset.
Start Date	Start_Date__C	Filters the start date that an account health score is calculated for, for the given segment. Also populates the Account Segment Start Date in the resulting dataset.

Customer Success Metric Object

These are the fields retrieved from the Customer Success Metric object:

Fields Retrieved from the Customer Success Metric Object
Field Label	Field API Name	Description
Description	Description__C	Populates the Metric Description field in the resulting dataset.
Metric Type	Metric_Type__c	Populates the Metric Type field in the resulting dataset.
Name	Name	Populates the Metric Name field in the resulting dataset.
Record ID	Id	Joins the customer success metric account value record to the customer success metric record.

Customer Success Segment Metric Object

These are the fields retrieved from the Customer Success Segment Weighting object:

Fields Retrieved from the Customer Success Segment Weighting Object
Field Label	Field API Name	Description
Customer Success Metric Weighting	Customer_Success_Metric_Weighting__c	Joins the customer success segment weighting record to the customer success metric weighting record.
Customer Success Segment	Customer_Success_Segment__c	Joins the customer success segment weighting record to the customer success segment record.
Lower Threshold	Lower_Threshold__c	Used to calculate the Value Health Points field value in the resulting dataset. Also populates the Metric Lower Threshold field in the resulting dataset.
Name	Name	Populates the Metric Weighting Name field in the resulting dataset.
Record ID	Id	Populates the Metric Weighting ID field in the resulting dataset.
Upper Threshold	Upper_Threshold__c	Used to calculate the Value Health Points field value in the resulting dataset. Also populates the Metric Upper Threshold field in the resulting dataset.
Weighting	Weighting__c	Used to calculate the Value Health Points field value in the resulting dataset. Also populates the Metric Weighting field in the resulting dataset.