Customer Success Cloud Output Fields

The Customer Success Cloud dataset includes fields derived from the following objects:

Activity Contact
Business Challenge
CS Activity
CS Cloud Resource
Objective
Objective KPI
Objective KPI Value
Playbook
Playbook Skill
Playbook Task
Source
Success Plan
Team

The recipe also imports the Salesforce Account object.

The following table describes the fields available in the Customer Success Cloud dataset, grouped by their type within Analytics.

Customer Success Cloud Fields

Output Fields for the Customer Success Cloud Dataset
Field Type	Field Label	Field API Name	Description
Measure	Account Annual Revenue	ValueAccountAnnualRevenue	The annual revenue for the account.
	DEPRECATED: Success Plan Annual Revenue	SuccessPlanAnnualRevenue	This field is obsolete.
	Objective KPI Baseline Value	ValueObjectiveKpiBaselineValue	Starting value of the objective key performance indicator.
	Objective KPI Current Value	ValueObjectiveKpiCurrentValue	Current value of the objective key performance indicator.
	Objective KPI Previous Progress	ValueObjectiveKpiPreviousProgress	Previous progress value of the objective key performance indicator.
	Objective KPI Progress	ValueObjectiveKpiProgress	Current progress value of the objective key performance indicator.
	Objective KPI Target Value	ValueObjectiveKpiTargetValue	Target value of the objective key performance indicator.
	Objective KPI Value Baseline Value	ValueObjectiveKpiValueBaselineValue	Starting value of the related objective key performance indicator.
	Objective KPI Value Current Value	ValueObjectiveKpiValueCurrentValue	Current value of the related objective key performance indicator.
	Objective KPI Value Target Value	ValueObjectiveKpiValueTargetValue	Target value of the related objective key performance indicator.
	Objective KPI Value Progress	ValueObjectiveKpiValueProgress	Progress of the objective key performance indicator.
	Playbook Duration (Days)	ValuePlaybookDurationDays	Duration of the playbook in days.
	Playbook Task Duration (Days)	ValuePlaybookTaskDurationDays	Duration of the playbook task in days.
	Playbook Task Hours	PlaybookTaskHours	The number of working hours required to complete the task.
	Success Plan Annual Revenue	ValueSuccessPlanAnnualRevenue	The annual revenue for the account that relates to the success plan.
Dimension	Account Activity Account ID	AccountActivityAccountId	Salesforce record ID of the account activity account.
	Account Objective ID	AccountObjectiveId	Salesforce record ID of the account objective.
	Account Playbook ID	AccountPlaybookId	Salesforce record ID of the account playbook.
	Account Resource ID	AccountResourceId	Salesforce record ID of the account resource.
	Account Resource Name	AccountResourceName	Name of the account resource.
	Account Active Segment ID	AccountActiveSegmentId	Salesforce record ID of the account segment.
	Account Segment Name	AccountSegmentName	Name of the account segment.
	Account Success Plan ID	AccountSuccessPlanId	Salesforce record ID of the account success plan.
	Activity Account Name	ActivityAccountName	Name of the activity account.
	Activity Account Segment Is Active	ActivityAccountSegmentIsActive	Indicates whether the activity account segment is active.
	Activity Account Segment Name	ActivityAccountSegmentName	Name of the activity account segment.
	Activity Account Segment ID	ActivityAccountSegmentId	Salesforce record ID of the activity account segment.
	Activity Name	ActivityName	Name of the activity.
	Activity Type	ActivityType	Indicates the type of an activity. Expressed as "Meeting", "Note", or "CS Summary".
	Business Challenge Category	BusinessChallengeCategory	The category the business challenge is grouped by. Expressed as "Project Reporting", "No Single Source of Truth", "Timely Staffing", "Inconsistent Pricing", or "Project Overrun".
	Business Challenge Display Name	BusinessChallengeDisplayName	Name of the business challenge display.
	Business Challenge Title	BusinessChallengeTitle	Title of the business challenge.
	Contact Name	ContactName	Name of the contact.
	DEPRECATED: Objective KPI Value KPI	ObjectiveKpiValueObjectiveKpi	This field is obsolete.
	Objective Category	ObjectiveCategory	The category the objective is grouped by. Expressed as “Land”, “Adopt”, “Expand”, or “Renew”.
	Objective ID	ObjectiveId	Salesforce record ID of the objective.
	Objective Is Template	ObjectiveIsTemplate	Indicates whether the objective is a template.
	Objective KPI Category	ObjectiveKpiCategory	The category the objective KPI is grouped by. Expressed as "Budget Variance", "Customer Satisfaction", "Project Margin", "Resource Management Margin", "Approval on Time", "Completion on Time", "Timecards Submitted on Time", "Reduced Timecard Errors and Time to Bill", "Skill Capacity", "Time to Staff", or "Utilization".
	Objective KPI CS Metric ID	ObjectiveKpiCustomerSuccessMetricId	Salesforce ID of the objective key performance indicator's customer success metric.
	Objective KPI CS Metric Name	ObjectiveKpiCustomerSuccessMetricName	Name of the objective key performance indicator's customer success metric.
	Objective KPI Description	ObjectiveKpiDescription	Description suffix added to the name of the objective key performance indicator.
	Objective KPI Status	ObjectiveKpiStatus	Status of the objective KPI, calculated based on the objective KPI's progress.
	Objective KPI Title	ObjectiveKpiTitle	Title of the objective key performance indicator record.
	Objective KPI Unit	ObjectiveKpiUnit	Unit of measurement for the baseline, current, and target values of the objective key performance indicator.
	Objective KPI Value ID	ObjectiveKpiValueId	ID of the objective key performance indicator value record.
	Objective KPI Value Name	ObjectiveKpiValueName	Name of the objective key performance indicator value record.
	Objective Name	ObjectiveName	Name of the objective.
	Objective Owner First Name	ObjectiveOwnerFirstName	Name of the objective owner.
	Objective Owner ID	ObjectiveOwnerId	Salesforce record ID of the objective owner.
	Objective Owner Is Active	ObjectiveOwnerIsActive	Indicates whether the objective owner is active.
	Objective Owner Is PSA Resource	ObjectiveOwnerIsPSAResource	Indicates whether the objective owner is a PSA resource.
	Objective Owner Last Name	ObjectiveOwnerLastName	Last name of the objective owner.
	Objective Owner Line Manager ID	ObjectiveOwnerLineManagerId	ID of the line manager related to the objective owner.
	Objective Owner Line Manager Name	ObjectiveOwnerLineManagerName	Name of the objective owner line manager.
	Objective Owner Name	ObjectiveOwnerName	Name of the objective owner.
	Objective Owner Role	ObjectiveOwnerRole	Role of the objective owner.
	Objective Owner Salesforce User ID	ObjectiveOwnerSalesforceUserId	ID of the objective owner Salesforce user.
	Objective Owner Salesforce User Name	ObjectiveOwnerSalesforceUserName	Name of the objective owner Salesforce user.
	Objective Parent Account ID	ObjectiveParentAccountId	ID of the parent account related to the objective.
	Objective Parent Account Name	ObjectiveParentAccountName	Name of the parent account related to the objective.
	Objective Parent Account Segment ID	ObjectiveParentAccountSegmentId	ID of the parent account segment related to the objective.
	Objective Priority	ObjectivePriority	Indicates the priority of an objective. Expressed as “High”, “Medium”, or “Low”.
	Objective Status	ObjectiveStatus	Indicates the status of an objective. Expressed as “Draft”, “Active”, “Blocked”, “Completed”, or “Archived”.
	Objective Type	ObjectiveType	Indicates the type of an objective. Expressed as “Internal” or “Customer”.
	Parent Success Plan ID	ParentSuccessPlanId	Salesforce record ID of the success plan associated with the playbook, objective, or playbook task.
	Playbook Account ID	PlaybookAccountId	Salesforce record ID of the account associated with the playbook.
	Playbook Account Name	PlaybookAccountName	Name of the account associated with the playbook.
	Playbook Account Segment ID	PlaybookAccountSegmentId	Salesforce record ID of the playbook account segment.
	Playbook ID	PlaybookId	Salesforce record ID of the playbook.
	Playbook Is Template	PlaybookIsTemplate	Indicates whether the playbook is a template.
	Playbook Name	PlaybookName	Name of the playbook.
	Playbook Owner First Name	PlaybookOwnerFirstName	First name of the playbook owner.
	Playbook Owner ID	PlaybookOwnerId	Salesforce record ID of the playbook owner.
	Playbook Owner Is Active	PlaybookOwnerIsActive	Indicates whether the playbook owner is active.
	Playbook Owner Is PSA Resource	PlaybookOwnerIsPSAResource	Indicates whether the playbook owner is a PSA resource.
	Playbook Owner Last Name	PlaybookOwnerLastName	Last name of the playbook owner.
	Playbook Owner Line Manager ID	PlaybookOwnerLineManagerId	ID of the playbook owner line manager.
	Playbook Owner Line Manager Name	PlaybookOwnerLineManagerName	Name of the playbook owner line manager.
	Playbook Owner Name	PlaybookOwnerName	Name of the playbook owner.
Playbook Owner Role	PlaybookOwnerRole	Role of the playbook owner.
Playbook Owner Salesforce User ID	PlaybookOwnerSalesforceUserId	ID of the playbook owner Salesforce user.
Playbook Owner Salesforce User Name	PlaybookOwnerSalesforceUserName	Name of the playbook owner Salesforce user.
Playbook Role	PlaybookRole	Role associated with the playbook.
Playbook Skill ID	PlaybookSkillId	Salesforce record ID of the playbook skill.
Playbook Skill Name	PlaybookSkillName	Name of the playbook skill.
Playbook Skill Rating	PlaybookSkillRating	Level of competence in the skill required by the playbook.
Playbook Skill's Skill Name	PlaybookSkillSkillName	Name of the playbook skill's skill.
Playbook Skill's Skill Set Name	PlaybookSkillSkillSetName	Name of the playbook skill's skill set.
Playbook Stage	PlaybookStage	Indicates the current stage of a playbook. Expressed as “Planned”, “In Progress”, “On Hold”, “Completed”, or “Canceled”.
Playbook Status	PlaybookStatus	Indicates the status of a playbook. Expressed as “Green”, “Yellow”, or “Red”.
Playbook Task Account Segment ID	PlaybookTaskAccountSegmentId	Salesforce record ID of the playbook task account segment.
Playbook Task Is Completed	PlaybookTaskIsCompleted	Indicates whether the playbook task is complete.
Playbook Task Is Template	PlaybookTaskIsTemplate	Indicates whether the playbook task is a template.
Playbook Task ID	PlaybookTaskId	Salesforce record ID of the playbook task.
Playbook Task Is Flagged	PlaybookTaskIsFlagged	Indicates whether the playbook task is flagged and requires attention.
Playbook Task Name	PlaybookTaskName	Name of the playbook task.
Playbook Task Resource Role	PlaybookTaskResourceRole	The resource role associated with the task.
Playbook Task Status	PlaybookTaskStatus	Indicates the status of a playbook task. Expressed as “Draft”, “Planned”, “Started”, “Blocked”, “Complete”, or “Deferred”.
Source Objective ID	SourceObjectiveId	Salesforce record ID of the template objective used to create the objective.
Source Objective Is Template	SourceObjectiveIsTemplate	Indicates whether the source objective is a template.
Source Objective Name	SourceObjectiveName	The name of the template playbook used to create the objective.
Source Playbook ID	SourcePlaybookId	Salesforce record ID of the template playbook used to create the playbook.
Source Playbook Is Template	SourcePlaybookIsTemplate	Indicates whether the source playbook is a template.
Source Playbook Name	SourcePlaybookName	The name of the template playbook used to create the playbook.
Source Success Plan ID	SourceSuccessPlanId	Salesforce record ID of the template success plan used to create the success plan.
Source Success Plan Is Template	SourceSuccessPlanIsTemplate	Indicates whether the source success plan is a template.
Source Success Plan Name	SourceSuccessPlanName	The name of the template success plan used to create the success plan.
Success Plan Account ID	SuccessPlanAccountId	Salesforce record ID of the account associated with the success plan.
Success Plan Account Name	SuccessPlanAccountName	Name of the account associated with the success plan.
Success Plan Account Segment ID	SuccessPlanAccountSegmentId	Salesforce record ID of the success plan account segment.
Success Plan ID	SuccessPlanId	Salesforce record ID of the success plan.
Success Plan Is Template	SuccessPlanIsTemplate	Indicates whether the success plan is a template.
Success Plan Name	SuccessPlanName	Name of the success plan associated with the playbook, objective, or playbook task.
Success Plan Opportunity ID	SuccessPlanOpportunityId	Salesforce record ID of the opportunity associated with the success plan.
Success Plan Owner First Name	SuccessPlanOwnerFirstName	First name of the success plan owner.
Success Plan Owner ID	SuccessPlanOwnerId	Salesforce record ID of the success plan owner.
Success Plan Owner Is Active	SuccessPlanOwnerIsActive	Indicates whether the success plan owner is active.
Success Plan Owner Is PSA Resource	SuccessPlanOwnerIsPSAResource	Indicates whether the success plan owner is a PSA resource.
Success Plan Owner Last Name	SuccessPlanOwnerLastName	Last name of the success plan owner.
Success Plan Owner Line Manager ID	SuccessPlanOwnerLineManagerId	ID of the success plan owner line manager.
Success Plan Owner Line Manager Name	SuccessPlanOwnerLineManagerName	Name of the success plan owner line manager.
Success Plan Owner Name	SuccessPlanOwnerName	Name of the success plan owner.
Success Plan Owner Role	SuccessPlanOwnerRole	Role of the success plan owner.
Success Plan Owner Salesforce User ID	SuccessPlanOwnerSalesforceUserId	ID of the success plan owner Salesforce user.
Success Plan Owner Salesforce User Name	SuccessPlanOwnerSalesforceUserName	Name of the success plan owner Salesforce user.
Success Plan Status	SuccessPlanStatus	Indicates the status of a success plan. Expressed as “Draft”, “Active”, “Blocked”, “Completed”, or “Archived”.
Team ID	TeamId	Salesforce record ID of the team.
Team Name	TeamName	Name of the team.
Date	Account Success Plan Effective Date	AccountSuccessPlanEffectiveDate	Date of the account success plan.
	Acc Success Plan Next Business Review	AccountSuccessPlanNextBusinessReview	Date of the next business review for the account that relates to the account success plan.
	Activity Date	ActivityDate	Date of the activity.
	Objective End Date	ObjectiveEndDate	End date of the objective.
	Objective KPI Last Progress Update	ObjectiveKpiLastProgressUpdate	Date and time of the last progress update.
	Objective KPI Target Date	ObjectiveKpiTargetDate	Target date of the objective key performance indicator.
	Objective KPI Value Progress Update	ObjectiveKpiValueProgressUpdate	Date and time of the objective key performance indicator's progress update.
	Objective Start Date	ObjectiveStartDate	Start date of the objective.
	Playbook End Date	PlaybookEndDate	End date of the playbook.
	Playbook Start Date	PlaybookStartDate	Start date of the playbook.
	Playbook Task End Date	PlaybookTaskEndDate	End date of the playbook task.
	Playbook Task Start Date	PlaybookTaskStartDate	Start date of the playbook task.
	Success Plan Effective Date	SuccessPlanEffectiveDate	The date the success plan is effective from.
	Success Plan Last Business Review	SuccessPlanLastBusinessReview	Date of the last business review for the account that relates to the success plan.
	Success Plan Next Business Review	SuccessPlanNextBusinessReview	Date of the next business review for the account that relates to the success plan.