How Success Tracker Records Are Created

In Success Tracker, you can create:

• Blank objectives, playbooks, playbook tasks, and success plans
• Objectives, playbooks, and success plans from templates

To do this, click in the Success Tracker toolbar, and then click one of the following:

• Add Playbook Task, which enables you to create a playbook task in the Create Playbook Task window. You can associate new tasks with playbooks by populating the Playbook field. You can populate all the lookup fields as long as the valid object hierarchy is maintained. For more information, see About Playbook Tasks and Creating Playbook Tasks.
• Add Playbook, which enables you to create a playbook in the Create Playbook window. You can associate new playbooks with objectives by populating the Objective field. You can populate all the lookup fields as long as the valid object hierarchy is maintained. For more information, see About Playbooks and Creating Playbooks.
• Add Objective, which enables you to create an objective in the Create Objective window. You can associate new objectives with success plans by populating the Success Plan field. For more information, see About Objectives and Creating Objectives.
• Add Success Plan, which enables you to create a success plan in the Create Success Plan window. For more information, see About Success Plans and Creating Success Plans.

Note:

If you do not have Create permission on the Playbook Task, Playbook, Objective, or Success Plan object, the related button does not display. If you do not have Create permission to all of these objects, does not display.

Associating Records with Parent Records

To automatically associate:

• A playbook, playbook task, objective, or success plan record with an account, you must create the record from the account's record page.
• An objective, playbook, or playbook task record with a success plan, you must create the record from the success plan's record page.
• A playbook with an objective, you must create the record from the objective's record page.

Tip:

You can automatically populate the parent record fields on your new record with the values of another record. To do this, select the record whose field values you want to reuse, then click in Success Tracker.

Creating Records from Templates

When creating a new objective, playbook, or success plan record from a template that contains child records, the Select Records grid displays so that you can:

• View the child records inherited from the template.
• Deselect any child records that you do not want to include in your new record. By default, all of the template's child records are selected. If the template contains no child records, a message notifies you of this, the Select Records grid does not display, and you can finish creating your new record.

• Edit the child records inherited from the template. When adding resources to new child records, ensure that the resources you want to add are active and are not PSA resources. You can add a single resource to objectives and playbooks, and multiple resources to playbook tasks.

In the Select Records grid, you can:

• Click or next to a parent or child record to expand or collapse it
• Click or to collapse or expand all of the parent and child success plan and objective records
• Use the search bar to find a specific record
• Double-click a cell in the grid and edit its value

Note:

The displayed fields might vary if your org uses custom record types. For more information, contact your administrator.