Success Tracker Lightning Component Fields

The table below shows the columns displayed in the Success Tracker component.

For more information about this component, see Customer Success Cloud Lightning Components.

Columns in the Success Tracker Component
Column Name	Description
Name	The objectives associated with the success plan. Expanding an objective will display any associated playbooks. You can expand a playbook to view the playbook tasks. Note: When using the Success Tracker on an account record page, the success plans associated with the account are at the top of the hierarchy.
Progress	The progress of each record, determined depending on the record as detailed: Objectives: The proportion of completed playbook tasks on its associated playbooks, as a percentage. Playbooks: The proportion of its associated playbook tasks with the Completed field set as true, as a percentage. For playbooks with no associated tasks, the progress displays as 0%. Playbook Tasks: Displays as 0% or 100% , depending on if the Completed field is set to true. Note: When using the Success Tracker on an account record page, the success plan progress also displays and is determined by the proportion of completed playbook tasks on its associated playbooks, as a percentage.
Status	The status of the objective and playbook task. Default values are -–None--, Draft, Active, Blocked, Completed, and Archived. For a playbook, the status field is retrieved from the playbook Stage field. Default values are --None--, Planned, In Progress, On Hold, Completed, and Canceled. Note: When using the Success Tracker on an account record page, the success plans status also displays.
Resources	The resource associated with the record. When viewing an objective or playbook, the Resource cell displays the objective or playbook owner. When viewing a playbook task, the cell displays all resources assigned to the task. Note: When using the Success Tracker on an account record page, the Resource cell displays the success plans owner.

Buttons

Buttons in the Success Tracker Component
Button	Name	Description
	Actions	Opens a drop-down list that contains the following buttons: Add Playbook Task, which enables you to create a playbook task in the Create Playbook Task window Add Playbook, which enables you to create a playbook in the Create Playbook window Add Objective, which enables you to create an objective in the Create Objective window Add Success Plan, which enables you to create a success plan in the Create Success Plan window
	Edit	Opens the window for editing objectives, playbooks, playbook tasks, or success plans, depending on the selected record.
	Collapse All	Collapses records in the tracker so that only the highest level records are visible.
	Expand All	Expands all records in the tracker so that all of the records are visible.
	Filter Records	Opens and closes the Filters panel enabling you to filter the records displayed. Note: The Filters panel is not visible on packaged Customer Success Cloud record pages.
	Record Details	Shows details of the selected objective, playbook, or playbook task in the Record Details panel. The panel stays open until you close it. Click to open and close the panel.
	Refresh	Refreshes the Success Tracker component to display any external changes.
	Today	Displays the current day on the timeline and maintains the current zoom level.
	Zoom Level	Changes the view between days, weeks, months, quarters, and years. Your selection is retained if you use the same browser on the same device. Default: Weeks

Filter Buttons

Filter Buttons in the Success Tracker Component
Button	Name	Description
Reset	Reset	Returns the filter criteria to the default values.
Apply	Apply	Updates the contents of the Playbook Task Board using the filter criteria specified.
	Settings	Displays saving options for creating and editing filter sets.
Set as Default	Set as Default	Sets the selected filter set as the default one for the logged in user.
Remove Default	Remove Default	Removes the current filter set from being the default filter set applied.
Save	Save	Saves the current applied filters to the selected filter set.
Save As	Save As	Opens the New Filter Set window enabling you to create a new filter set with the current applied filters.
Edit	Edit	Opens the Edit Filter Set window enabling you to edit the selected filter set name, sharing access, and select it as the default filter set.
Delete	Delete	Deletes the selected filter set.

Filter Fields

Filter Fields in the Success Tracker Component
Field	Section	Description	Default
Saved Filters	—	Specify the filter set you want to apply.	—
Account	General	Search for and select one or more accounts to view in the tracker.	—
Customer Success Segment	General	Search for and select one or more customer success segments to view in the tracker.	—
CS Cloud Resource	Playbook Tasks	Search for and select the resources whose tasks you want to view in the tracker.	—
Status		The current status of the task.	--None--
Show Completed		Select whether you want to view completed tasks.	No Preference