Playbook Field Sets

Customer Success Cloud

The Playbook object includes the following field sets.

Playbook Field Sets
Name	Description	Location	Default Fields
Create Playbook Fields	Defines the playbook fields that are available when creating blank playbooks and playbooks from templates. For more information about using different field sets, see Customizing the Creation and Edit Windows.	Create Playbook	Team
Create Playbook Fields		Create Playbook	Description
Edit Playbook Fields	Defines the optional playbook fields when editing playbooks. This field set does not support formula fields. Such fields cannot be displayed on the pages where this field set is added. For more information about using different field sets, see Customizing the Creation and Edit Windows.	Edit Playbook	Team
Edit Playbook Fields		Edit Playbook	Description
Playbook Task Board Swimlanes	Defines the swimlanes that display in the Playbook Task Board. This field set only supports picklist fields.	Playbook Task Board	Playbook Status
Playbook Task Board Swimlanes		Playbook Task Board	Stage
Record Details Panel Playbook Fields	Defines the playbook fields to display in the Record Details panel of Success Tracker.	Record Details Panel	Account
			Success Plan
			Start Date
			End Date
			Description