Playbook Fields

The Playbook object includes the following fields.

Key:

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DEPRECATED: Success Plan		This field is obsolete.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. To view and select template objectives, the Template field must be included in the related page layout.
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. To view and select template success plans, the Template field must be included in the object's page layouts.
Team		The team associated with the playbook.
Template		If selected, the playbook is a template. Selecting this field clears the selected success plan and objective. When this field is selected, you can only associate a playbook with any objective and success plan records that have their respective Template fields selected. The Template field is selected by default when creating a record from the Actions panel on the record page of a template success plan, objective, or playbook, or from Success Tracker. Note: If the Template field is not included on the related page layout, the parent object fields are not populated when creating a playbook in the Create Objective window from the record page of a template success plan, objective, or playbook. However, the parent object fields are still populated when creating a playbook from the record page of a non-template success plan, objective, or playbook.

Buttons

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

Playbook Buttons

Button		Description
Clone Playbook	L	Opens the Clone Playbook window enabling you to create a new playbook or playbook template from an existing playbook.