SECTIONSCustomer Success Cloud Input Fields
Input fields are the foundation of the Customer Success Cloud dataset. These fields are extracted from your org by the CS Cloud Core Analytics recipe when you create the CS Cloud Core Analytics app. The data is then processed to populate your app's dataset.
Base Objects
The CS Cloud Core Analytics recipe combines the data from several Customer Success Cloud objects to extract field information.
The following Customer Success Cloud objects are imported directly:
- 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.
Account Activity Account Object
These are the fields retrieved from the Account Activity Account object:
| Field Label | Field API Name | Description |
|---|---|---|
| Account Activity Account ID | Activity__c.Account__c | Populates the Account Activity Account ID field in the resulting dataset. |
Account Annual Revenue Object
These are the fields retrieved from the Account Annual Revenue object:
| Field Label | Field API Name | Description |
|---|---|---|
| Account Annual Revenue | Account.AnnualRevenue | Populates the Account Annual Revenue field in the resulting dataset. |
Account Object
These are the fields retrieved from the Account object:
| Field Label | Field API Name | Description |
|---|---|---|
| Account Name | Name |
Name of the account. Populates the Name field on any account. Also, in separate columns, populates the Playbook Account Name and Success Plan Name in the resulting dataset. |
| Account ID | Id | Salesforce record ID of the account. Populates the Account ID field in the resulting dataset. It can also populate the Playbook Account ID and Success Plan Account ID fields in the resulting dataset. |
Account Objective Object
These are the fields retrieved from the Account Objective object:
| Field Label | Field API Name | Description |
|---|---|---|
| Account Objective ID | Objective__c.Id | Populates the Account Objective ID field in the resulting dataset. This field is a multivalue field. |
Account Playbook Object
These are the fields retrieved from the Account Playbook object:
| Field Label | Field API Name | Description |
|---|---|---|
| Account Playbook ID | Playbook__c.Id | Populates the Account Playbook ID field in the resulting dataset. This field is a multivalue field. |
Account Resource Object
These are the fields retrieved from the Account Resource object:
| Field Label | Field API Name | Description |
|---|---|---|
| Account Resource ID | Account_Customer_Success_Resource__c.Resource__c | Populates the Account Resource ID field in the resulting dataset. This field is a multivalue field. |
| Account Resource Name | Resource__c.Name | Populates the Account Resource Name field in the resulting dataset. This field is a multivalue field. |
Account Segment Object
These are the fields retrieved from the Account Segment object:
| Field Label | Field API Name | Description |
|---|---|---|
| Account Active Segment ID | Customer_Success_Segment__c.Id | Populates the Account Active Segment ID field in the resulting dataset. If a segment field is available in your dataset, this means that the segment is active. This field is a multivalue field. |
| Account Active Segment Name | Customer_Success_Segment__c.Name | Populates the Account Active Segment Name field in the resulting dataset. If a segment field is available in your dataset, this means that the segment is active. This field is a multivalue field. |
Account Success Plan Object
These are the fields retrieved from the Account Success Plan object:
| Field Label | Field API Name | Description |
|---|---|---|
| Account Success Plan Effective Date | Success_Plan__c.Effective_Date__c | Populates the Account Success Plan Effective Date field in the resulting dataset. |
| Account Success Plan ID | Success_Plan__c.Id | Populates the Account Success Plan ID field in the resulting dataset. |
| Acc Success Plan Next Business Review | Success_Plan__c.Next_Business_Review__c | Populates the Acc Success Plan Next Business Review field in the resulting dataset. |
Activity Object
These are the fields retrieved from the Activity object.
| Field Label | Field API Name | Description |
|---|---|---|
| Activity Date | Activity__c.Date__c | Populates the Activity Date field in the resulting dataset. |
| Activity Type | Activity__c.Type__c | Populates the Activity Type field in the resulting dataset. |
Activity Contact Object
These are the fields retrieved from the Activity Contact object.
| Field Label | Field API Name | Description |
|---|---|---|
| Activity Name | Activity_Contact__c.Activity__c | Populates the Activity Name field in the resulting dataset. |
| Contact Name | Activity_Contact__c.Contact__c | Populates the Contact Name field in the resulting dataset. |
Business Challenge Object
These are the fields retrieved from the Business Challenge Object.
| Field Label | Field API Name | Description |
|---|---|---|
| Business Challenge Category | Business_Challenge__c.Category__c | Populates the Business Challenge field in the resulting dataset. |
| Business Challenge Display Name | Business_Challenge__c.Display_Name__c | Populates the Business Challenge Display Name field in the resulting dataset. |
| Business Challenge Title | Business_Challenge__c.csc__Business_Challenge_Title__c | Populates the Business Challenge Title field in the resulting dataset. |
Customer Success Cloud Resource Object
These are the fields retrieved from the CS Cloud Resource object:
| Field Label | Field API Name | Description |
|---|---|---|
| Record ID | Id | Joins the playbook, objective, and success plan records to the CS Cloud resource record. |
| Resource Name | Name | Populates the playbook, objective, and success plan owner name fields in the resulting dataset. |
Objective Object
These are the fields retrieved from the Objective object:
| Field Label | Field API Name | Description |
|---|---|---|
| Category | csc__Category__c | Populates the Objective Category field in the resulting dataset. |
| End Date | csc__End_Date__c | Populates the Objective End Date field in the resulting dataset. |
| Objective Name | Name | Populates the Objective Name field in the resulting dataset. |
| Objective Owner | csc__Objective_Owner__c |
Joins the objective record to the CS Cloud resource record. Also populates the Objective Owner ID field in the resulting dataset. |
| Objective Parent Account ID | csc__Parent__Account__r.Id | Populates the Objective Parent Account ID field in the resulting dataset. |
| Objective Parent Account Name | csc__Parent__Account__r.Name | Populates the Objective Parent Account Name field in the resulting dataset. |
| Objective Type | csc__Objective_Type__c | Populates the Objective Type field in the resulting dataset. |
| Priority | csc__Priority__c | Populates the Objective Priority field in the resulting dataset. |
| Record ID | Id | Populates the Objective ID field in the resulting dataset. |
| Start Date | csc__Start_Date__c | Populates the Objective Start Date field in the resulting dataset. |
| Status | csc__Status__c | Populates the Objective Status field in the resulting dataset. |
| Success Plan | csc__Success_Plan__c | Joins the success plan record to the objective record. |
| Template | csc__Is_Template__c | Populates the Objective Is Template field in the resulting dataset. |
Objective KPI Object
These are the fields retrieved from the Objective KPI object.
| Field Label | Field API Name | Description |
|---|---|---|
| Objective KPI Baseline Value | csc__Objective_KPI__c.Baseline_Value__c | Populates the Objective KPI Baseline Value field in the resulting dataset. |
| Objective KPI Category | csc__Objective_KPI__c.Category__c | Populates the Objective KPI Category field in the resulting dataset. |
| Objective KPI CS Metric ID | csc__Objective_KPI__c.Customer_Success_Metric__c | Populates the Objective KPI CS Metric ID field in the resulting dataset. |
| Objective KPI CS Metric Name | csc__Objective_KPI__c. | Populates the Objective KPI CS Metric Name field in the resulting dataset. |
| Objective KPI Current Value | csc__Objective_KPI__c.Current_Value__c | Populates the Objective KPI Current Value field in the resulting dataset. |
| Objective KPI Description | csc__Objective_KPI__c.Description__c | Populates the Objective KPI Description field in the resulting dataset. |
| Objective KPI Is Blocked | csc__Objective_KPI__c.Is_Blocked__c | Populates the Objective KPI Is Blocked field in the resulting dataset. |
| Objective KPI Is External | csc__Objective_KPI__c.Is_External__c | Populates the Objective KPI Is External field in the resulting dataset. |
| Objective KPI Last Progress Update | csc__Objective_KPI__c.Last_Progress_Update__c | Populates the Objective KPI Last Progress Update field in the resulting dataset. |
| Objective KPI Previous Progress | csc__Previous_KPI_Progress__c | Populates the Objective KPI Previous Progress field in the resulting dataset. |
| Objective KPI Previous Progress Value | csc__Objective_KPI__c.Previous_Value__c | Populates the Objective KPI Previous Progress Value field in the resulting dataset. |
| Objective KPI Progress | csc__Objective_KPI__c.Progress__c | Populates the Objective KPI Progress field in the resulting dataset. |
| Objective KPI Status | csc__Objective_KPI__c.Status__c | Populates the Objective KPI Status field in the resulting dataset. |
| Objective KPI Target Date | csc__Objective_KPI__c.Target_Date__c | Populates the Objective KPI Target Date field in the resulting dataset. |
| Objective KPI Target Value | csc__Objective_KPI__c.Target_Value__c | Populates the Objective KPI Target Value field in the resulting dataset. |
| Objective KPI Title | csc__Objective_KPI__c.Objective_Kpi_Title__c | Populates the Objective KPI Title field in the resulting dataset. |
| Objective KPI Unit | csc__Objective_KPI__c.Unit__c | Populates the Objective KPI Unit field in the resulting dataset. |
| Record ID | Id | Joins the playbook, objective, and success plan records to the CS Cloud resource record. |
| Resource Name | Name | Populates the playbook, objective, and success plan owner name fields in the resulting dataset. |
Objective KPI Value Object
These are the fields retrieved from the Objective KPI Value object.
| Field Label | Field API Name | Description |
|---|---|---|
| Record ID | Id | Joins the objective KPI record to the CS Cloud resource record. |
| Objective KPI | csc_Objective_KPI_Value__c.Objective_KPI__c | Populates the Objective KPI field in the resulting dataset. |
| Objective KPI Value Baseline Value | csc__Objective_KPI_Value__c.Baseline_Value__c | Populates the Objective KPI Value Baseline Value in the resulting dataset. |
| Objective KPI Value Current Value | csc__Objective_KPI_Value__c.Current_Value__c | Populates the Objective KPI Value Current Value in the resulting dataset. |
| Objective KPI Value Name | csc_Objective_KPI_Value__c.Name | Populates the Objective KPI Name field in the resulting dataset. |
| Objective KPI Value Target Value | csc__Objective_KPI_Value__c.Target_Value__c | Populates the Objective KPI Value Target Value in the resulting dataset. |
| Progress | csc_Objective_KPI_Value__c.Progress__c | Populates the Progress field in the resulting dataset. |
| Progress Update | csc_Objective_KPI_Value__c.Progress_Update__c | Populates the Progress Update field in the resulting dataset. |
Objective Parent Account Segment
These are the fields retrieved from the Objective Parent Account Segment object:
| Field Label | Field API Name | Description |
|---|---|---|
| Objective Parent Account Active Segment Name | Customer_Success_Segment__c.Name | Populates the Objective Parent Active Segment Name field. This field is a multivalue field. |
| Objective Parent Account Segment ID | ID | Populates the Objective Parent Account Segment ID field in the resulting dataset. |
Playbook Account Segment Object
These are the fields retrieved from the Playbook Account Segment object:
| Field Label | Field API Name | Description |
|---|---|---|
| Playbook Account Active Segment Name | Customer_Success_Segment__c.Name | Populates the Playbook Account Active Segment Name field in the resulting dataset. This field is a multivalue field. |
| Playbook Account Segment ID | Customer_Success_Segment__c.Id | Populates the Playbook Account Segment ID field in the resulting dataset. |
Playbook Object
These are the fields retrieved from the Playbook object:
| Field Label | Field API Name | Description |
|---|---|---|
| Account | csc__Account__c |
Joins the playbook record to the account record. Also populates the Account ID field in the resulting dataset. |
| Active | csc__Is_Active__c | Populates the Playbook Is Active field in the resulting dataset. |
| Duration (Days) | csc__Duration_Days__c | Populates the Playbook Duration (Days) field in the resulting dataset. |
| End Date | csc__End_Date__c | Populates the Playbook End Date field in the resulting dataset. |
| Objective | csc__Objective__c | Joins the playbook record to the objective record. |
| Parent Success Plan | csc__Parent_Success_Plan__c | Joins the playbook record to the success plan record. Also populates the Parent Success Plan ID field in the resulting dataset. |
| Playbook Name | Name | These fields are extracted directly from your Customer Success Cloud environment and are available in the resulting dataset. For more information, see Playbook Fields. |
| Playbook Owner | csc__Playbook_Owner__c |
Joins the playbook record to the CS Cloud resource record. Also populates the Playbook Owner ID field in the resulting dataset. |
| Playbook Role | csc__Playbook__c.Role__c | Populates the Playbook Role field in the resulting dataset. |
| Playbook Status | csc__Playbook_Status__c | These fields are extracted directly from your Customer Success Cloud environment and are available in the resulting dataset. For more information see Playbook Fields. |
| Record ID | Id | Populates the Playbook ID field in the resulting dataset. |
| Stage | csc__Stage__c | Populates the Playbook Stage field in the resulting dataset. |
| Start Date | csc__Start_Date__c | Populates the Playbook Start Date field in the resulting dataset. |
| Team | csc__Team__c | Joins the playbook record to the team record. |
| Template | csc__Is_Template__c | Populates the Playbook Is Template field in the resulting dataset. |
Playbook Skill Object
These are the fields retrieved from the Playbook Skill object.
| Field Label | Field API Name | Description |
|---|---|---|
| Playbook Skill ID | csc__Playbook_Skill__r.Id | Populates the Playbook Skill ID field in the resulting dataset. |
| Playbook Skill Name | csc__Playbook_Skill__r.Name | Populates the Playbook Skill Name field in the resulting dataset. |
| Playbook Skill Rating | Playbook_Skill__c.Rating__c | Populates the Playbook Skill Rating field in the resulting dataset. |
| Playbook Skill's Skill Name | Playbook_Skill__c.Skill__c | Populates the Playbook Skill's Skill field in the resulting dataset. |
| Playbook Skill's Skill Set Name | Playbook_Skill__c.Skill_Set__c | Populates the Playbook Skill's Skill Set Name field in the resulting dataset. |
Playbook Task Account Segment Object
These are the fields retrieved from the Playbook Task Account Segment object:
| Field Label | Field API Name | Description |
|---|---|---|
| Playbook Task Account Active Segment Name | Customer_Success_Segment__c.Name | Populates the Playbook Task Account Active Segment Name field in the resulting dataset. This field is a multivalue field. |
| Playbook Task Account Segment ID | Customer_Success_Segment__c.Id | Populates the Playbook Task Account Segment ID field in the resulting dataset. |
Playbook Task Object
These are the fields retrieved from the Playbook Task object:
| Field Label | Field API Name | Description |
|---|---|---|
| Completed | csc__Completed__c | Populates the Playbook Task Is Completed field in the resulting dataset. |
| Duration (Days) | csc__Duration_Days__c | Populates the Playbook Task Duration Days field in the resulting dataset. |
| End Date | csc__End_Date__c | Populates the Playbook Task End Date field in the resulting dataset. |
| Flagged | csc__Flagged__c | Populates the Playbook Task Is Flagged field in the resulting dataset. |
| Hours | csc__Task_Hours__c | Populates the Playbook Task Hours field in the resulting dataset. |
| Parent Success Plan | csc__Parent_Success_Plan__c | Joins the playbook task record to the success plan record. Also populates the Parent Success Plan ID field in the resulting dataset. |
| Playbook | csc__Playbook__c | Joins the playbook task record to the playbook record. |
| Playbook Task Is Template | csc__Playbook_Task__c.Is_Template__c | Populates the Playbook Task Is Template field in the resulting dataset. |
| Playbook Task Name | Name | These fields are extracted directly from your Customer Success Cloud environment and are available in the resulting dataset. For more information, see Playbook Task Fields |
| Record ID | Id | Populates the Playbook Task ID field in the resulting dataset. |
| Resource Role | csc__Resource_Role__c | Populates the Playbook Task Resource Role field in the resulting dataset. |
| Start Date | csc__Start_Date__c | Populates the Playbook Task Start Date field in the resulting dataset. |
| Status | csc__Status__c | Populates the Playbook Task Status field in the resulting dataset. |
Resource Object
These are the fields retrieved from the Resource object:
| Field Label | Field API Name | Description |
|---|---|---|
| Objective Owner First Name | csc__Resource__c.First_Name__c | Populates the Objective Owner First Name field in the resulting dataset. |
| Objective Owner Is Active | csc__Resource__c.Is_Active__c | Populates the Objective Owner Is Active field in the resulting dataset. |
| Objective Owner Is PSA Resource | csc__Resource__c.PSA_Resource__c | Populates the Objective Owner Is PSA Resource field in the resulting dataset. |
| Objective Owner Last Name | csc__Resource__c.Last_Name__c | Populates the Objective Owner Last Name field in the resulting dataset. |
| Objective Owner Line Manager ID | csc__Resource__c.Line_Manager__c | Populates the Objective Owner Line Manager ID field in the resulting dataset. |
| Objective Owner Line Manager Name | csc__Resource__c.Line_Manager__c | Populates the Objective Owner Line Manager Name field in the resulting dataset. |
| Objective Owner Role | csc__Resource__c.Role__c | Populates the Objective Owner Role field in the resulting dataset. |
| Objective Owner Salesforce User ID | csc__Resource__c.Salesforce_User__c | Populates the Objective Owner Salesforce User ID field in the resulting dataset. |
| Objective Owner Salesforce User Name | csc_Resource__c.Salesforce_User__c | Populates the Objective Owner Salesforce User Name field in the resulting dataset. |
| Playbook Owner First Name | csc__Resource__c.First_Name__c | Populates the Playbook Owner First Name field in the resulting dataset. |
| Playbook Owner Is Active | csc__Resource__c.Is_Active__c | Populates the Playbook Owner Is Active field in the resulting dataset. |
| Playbook Owner Is PSA Resource | csc__Resource__c.PSA_Resource__c | Populates the Playbook Owner Is PSA Resource field in the resulting dataset. |
| Playbook Owner Last Name | csc__Resource__c.Last_Name__c | Populates the Playbook Owner Last Name field in the resulting dataset. |
| Playbook Owner Line Manager ID | csc__Resource__c.Line_Manager__c | Populates the Playbook Owner Line Manager ID field in the resulting dataset. |
| Playbook Owner Line Manager Name | csc__Resource__c.Line_Manager__c | Populates the Playbook Owner Line Manager Name field in the resulting dataset. |
| Playbook Owner Role | csc__Resource__c.Role__c | Populates the Playbook Owner Role field in the resulting dataset. |
| Playbook Owner Salesforce User ID | csc__Resource__c.Salesforce__User__c | Populates the Playbook Owner Salesforce User ID field in the resulting dataset. |
| Playbook Owner Salesforce User Name | csc__Resource__c.Salesforce_User__c | Populates the Playbook Owner Salesforce User Name field in the resulting dataset. |
| Success Plan Owner First Name | csc__Resource__c.First_Name__c | Populates the Success Plan Owner First Name field in the resulting dataset. |
| Success Plan Owner Is Active | csc__Resource__c.Is_Active__c | Populates the Success Plan Owner Is Active field in the resulting dataset. |
| Success Plan Owner Is PSA Resource | csc__Resource__c.PSA_Resource__c | Populates the Success Plan Owner Is PSA Resource field in the resulting dataset. |
| Success Plan Owner Last Name | csc__Resource__c.Last_Name__c | Populates the Success Plan Owner Last Name field in the resulting dataset. |
| Success Plan Owner Line Manager ID | csc__Resource__c.Line_Manager__c | Populates the Success Plan Owner Line Manager ID field in the resulting dataset. |
| Success Plan Owner Line Manager Name | csc__Resource__c.Line_Manager__c | Populates the Success Plan Owner Line Manager Name field in the resulting dataset. |
| Success Plan Owner Role | csc__Resource__c.Role__c | Populates the Success Plan Owner Role field in the resulting dataset. |
| Success Plan Owner Salesforce User ID | csc__Resource__c.Salesforce_User__c | Populates the Success Plan Owner Salesforce User ID field in the resulting dataset. |
| Success Plan Owner Salesforce User Name | csc__Resource__c.Salesforce_User__c | Populates the Success Plan Owner Salesforce User Name field in the resulting dataset. |
Source Object
These are the fields retrieved from the Source object:
| Field Label | Field API Name | Description |
|---|---|---|
| Objective | csc__Objective__c | Joins the objective record to the source objective record. |
| Objective Source | csc__Objective_Source__c | Populates the Source Objective ID field in the resulting dataset. |
| Playbook | csc__Playbook__c | Joins the playbook record to the source playbook record. |
| Playbook Source | csc__Playbook_Source__c | Populates the Source Template ID field in the resulting dataset. |
| Success Plan | csc__Success_Plan__c | Joins the success plan record to the source success plan record. |
| Success Plan Source | csc__Success_Plan_Source__c | Populates the Source Success Plan Template ID field in the resulting dataset. |
Success Plan Account Segment Object
These are the fields retrieved from the Success Plan Account Segment object:
| Field Label | Field API Name | Description |
|---|---|---|
| Success Plan Account Active Segment Name | Customer_Success_Segment__c.Name | Populates the Success Plan Account Active Segment Name field in the resulting dataset. This field is a multivalue field. |
| Success Plan Account Segment ID | Customer_Success_Segment__c.Id | Populates the Success Plan Account Segment ID field in the resulting dataset. |
Success Plan Object
These are the fields retrieved from the Success Plan object:
| Field Label | Field API Name | Description |
|---|---|---|
| Account | csc__Account__c | Joins the success plan record to the account record. Also populates the Account ID field in the resulting dataset. |
| Effective Date | csc__Effective_Date__c | Populates the Success Plan Effective Date field in the resulting dataset. |
| Last Business Review | csc_Last_Business_Review__c | Populates the Success Plan Last Business Review field in the resulting dataset. |
| Next Business Review | csc__Next_Business_Review__c | Populates the Success Plan Next Business Review field in the resulting dataset. |
| Opportunity | csc__Success_Plan__c.Opportunity__c | Populates the Success Plan Opportunity ID field in the resulting dataset. |
| Record ID | Id | Populates the Success Plan ID field in the resulting dataset. |
| Status | csc__Status__c | Populates the Success Plan Status field in the resulting dataset. |
| Success Plan Name | Name | These fields are extracted directly from your Customer Success Cloud environment and are available in the resulting dataset. For more information see Success Plan Fields. |
| Success Plan Owner | csc__Success_Plan_Owner__c |
Joins the success plan record to the CS Cloud resource record. Also populates the Success Plan Owner ID field in the resulting dataset. |
| Template | csc__Is_Template__c | Populates the Success Plan Is Template field in the resulting dataset. |
Team Object
These are the fields retrieved from the Team object:
| Field Label | Field API Name | Description |
|---|---|---|
| Record ID | Id | Joins the playbook record to the team record. |
| Team Name | Name | These fields are extracted directly from your Customer Success Cloud environment and are available in the resulting dataset. For more information see Team Fields. |