Timecards Input Fields
Input fields are the foundation of the Timecards dataset. These fields are extracted from your org by the Time recipe when you create the CS Cloud Core Analytics app. The data is then processed to populate your app's dataset.
The Time recipe combines the data from several Customer Success Cloud objects to extract field information.
Base Objects
The following Customer Success Cloud objects are imported directly:
- CS Cloud Resource
-
CS Timecard
-
Miscellaneous Time
-
Objective
-
Objective Time
-
Playbook
-
Playbook Task
-
Playbook Task Time
-
Playbook Time
-
Success Plan
-
Success Plan Time
The recipe also imports the following Salesforce objects:
- Account
-
User
Account Object
These are the fields retrieved from the Account object:
|
Field Label |
Field API Name | Description |
|---|---|---|
| Account ID | Id | Populates the Account ID fields in the resulting dataset. |
| Account Name | Name |
Populates the Account Name field in the resulting dataset. |
CS Cloud Resource Object
These are the fields retrieved from the CS Cloud Resource object:
|
Field Label |
Field API Name | Description |
|---|---|---|
| Active | Is_Active__c | Populates the Active field in the resulting dataset. |
| Record ID | Id | Populates the Resource ID field in the resulting dataset. |
| Resource Name | Name | Populates the Resource Name field in the resulting dataset. |
| Role | Role__c | Populates the Role field in the resulting dataset. |
| Salesforce User | Salesforce_User__c | Joins the CS Cloud resource record to the salesforce user record. |
| Weekly Work Hours | Work_Hours__c | Populates the Resource Work Hours field in the resulting dataset. |
| Work Week Start Day | Work_Week_Start_Day__c | Populates the Resource Work Week Start Day field in the resulting dataset. |
CS Timecard Object
These are the fields retrieved from the CS Timecard object:
|
Field Label |
Field API Name | Description |
|---|---|---|
| Account | Account__c | Joins the CS timecard record to the account record. |
| Record ID | Id | Populates the Record ID field in the resulting dataset. |
| Resource | Resource__c | Joins the CS timecard record to the resource record. |
| Saturday Hours | Saturday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
| Start Date | Start__Date__c | Populates the Start Date field in the resulting dataset. |
| Submitted | Submitted__c | Used to filter out timecards that are not submitted. |
| Timecard Id | Name | Populates the Name field in the resulting dataset. |
| Total Hours | Total__Hours__c | Populates the Total Hours field in the resulting dataset. |
| Tuesday Hours | Tuesday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
| Thursday Hours | Thursday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
| Sunday Hours | Sunday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
| Wednesday Hours | Wednesday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
Miscellaneous Time Object
These are the fields retrieved from the Miscellaneous Time object:
|
Field Label |
Field API Name | Description |
|---|---|---|
| Category | Category__c | Populates the Miscellaneous Time Category field in the resulting dataset. |
| CS Timecard | Timecard__Header__c | Joins the miscellaneous time record to the CS timecard record. |
| End Date | End__Date__c | Populates the End Date field in the resulting dataset. |
| Friday Hours | Friday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
| Monday Hours | Monday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
| Name | Name | Populates the Name field in the resulting dataset. |
| Record ID | Id | Populates the Record ID field in the resulting dataset. |
| Saturday Hours | Saturday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
| Start Date |
Start__Date__c |
Populates the Start Date field in the resulting dataset. |
| Sunday Hours | Sunday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
| Thursday Hours | Thursday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
| Total Hours | Total__Hours__c | Used to calculate the Total Hours field value in the resulting dataset. |
| Tuesday Hours | Tuesday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
| Wednesday Hours | Wednesday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
Objective Object
These are the fields retrieved from the Objective object:
|
Field Label |
Field API Name | Description |
|---|---|---|
| Estimated Hours | Estiated_Hours__c | Populates the Estimated Hours field in the resulting dataset. |
| Objective Name | Name |
Populates the Objective Name field in the resulting dataset. |
| Record ID | Id | Populates the Objective ID fields in the resulting dataset. |
| Success Plan ID | Success_Plan__c | Joins the objective record to the success plan record. |
Objective Time Object
These are the fields retrieved from the Objective Time object:
|
Field Label |
Field API Name | Description |
|---|---|---|
| CS Timecard | Timecard__Header__c | Joins the objective time record to the CS timecard record. |
| End Date | End__Date__c | Populates the End Date field in the resulting dataset. |
| Friday Hours | Friday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
| Monday Hours | Monday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
| Name | Name | Populates the Objective Name field in the resulting dataset. |
| Objective | Objective__c | Joins the objective time record to the objective record. |
| Objective Time ID | Name | Populates the Name field in the resulting dataset. |
| Record ID | Id | Populates the Record ID field in the resulting dataset. |
| Saturday Hours | Saturday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
| Start Date | Start__Date__c | Populates the Start Date field value in the resulting dataset. |
| Sunday Hours | Sunday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
| Thursday Hours | Thursday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
| Total Hours | Total__Hours__c | Used to calculate the Total Hours field value in the resulting dataset. |
| Tuesday Hours | Tuesday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
| Wednesday Hours | Wednesday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
Playbook Object
These are the fields retrieved from the Playbook object:
|
Field Label |
Field API Name | Description |
|---|---|---|
| Estimated hours | Estimated_Hours__c | Populates the Estimated Hours field in the resulting dataset. |
| Objective | Objective__c | Joins playbook record to the objective record. |
| Playbook Name | Name |
Populates the Playbook Name field in the resulting dataset. |
| Record ID | Id | Populates the Playbook ID field in the resulting dataset. |
| Success Plan | Parent_Success_Plan__c | Joins playbook record to the success plan record. |
Playbook Task Object
These are the fields retrieved from the Playbook Task object:
|
Field Label |
Field API Name | Description |
|---|---|---|
| Estimated hours | Estiated_Hours__c | Populates the Estimated Hours field in the resulting dataset. |
| Objective | Objective__c | Joins playbook task record to the objective record. |
| Playbook | Playbook__c | Joins the playbook task record to the playbook record. |
| Playbook Task Name | Name |
Populates the Playbook Task Name field in the resulting dataset. |
| Record ID | Id | Populates the Playbook Task ID field in the resulting dataset. |
| Success Plan | Parent_Success_Plan__c | Joins playbook task record to the success plan record. |
Playbook Task Time Object
These are the fields retrieved from the Playbook Task Time object:
|
Field Label |
Field API Name | Description |
|---|---|---|
| CS Timecard | Timecard__Header__c | Joins the playbook task time record to the CS timecard record. |
| End Date | End__Date__c | Populates the End Date field in the resulting dataset. |
| Friday Hours | Friday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
| Monday Hours | Monday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
| Playbook Task | Playbook__Task__c | Joins the playbook task time record to the playbook task record. |
| Playbook Task Time ID | Name | Populates the Name field in the resulting dataset. |
| Record ID | Id | Populates the Record ID field in the resulting dataset. |
| Saturday Hours | Saturday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
| Start Date | Start__Date__c | Populates the Start Date field in the resulting dataset. |
| Sunday Hours | Sunday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
| Total Hours | Total__Hours__c | Used to calculate the Total Hours field value in the resulting dataset. |
| Thursday Hours | Thursday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
| Tuesday Hours | Tuesday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
| Wednesday Hours | Wednesday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
Playbook Time Object
These are the fields retrieved from the Playbook Time object:
|
Field Label |
Field API Name | Description |
|---|---|---|
| CS Timecard | Timecard__Header__c | Joins the playbook time record to the CS timecard record. |
| End Date | End__Date__c | Populates the End Date field in the resulting dataset. |
| Friday Hours | Friday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
| Monday Hours | Monday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
| Playbook | Playbook__c | Joins the playbook time record to the playbook record. |
| Playbook Time ID | Name | Populates the Name field in the resulting dataset. |
| Record ID | Id | Populates the Record ID field in the resulting dataset. |
| Saturday Hours | Saturday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
| Start Date | Start__Date__c | Populates the Start Date field in the resulting dataset. |
| Sunday Hours | Sunday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
| Thursday Hours | Thursday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
| Total Hours | Total__Hours__c | Populates the Total Hours field in the resulting dataset. |
| Tuesday Hours | Tuesday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
| Wednesday Hours | Wednesday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
Success Plan Object
These are the fields retrieved from the Success Plan object:
|
Field Label |
Field API Name | Description |
|---|---|---|
| Estimated Hours | Estimated_Hours__c | Populates the Estimated Hours field in the resulting dataset. |
| Record ID | Id | Populates the Success Plan ID field in the resulting dataset. |
| Success Plan Name | Name |
Populates the Success Plan Name field in the resulting dataset. |
Success Plan Time Object
These are the fields retrieved from the Success Plan Time object:
|
Field Label |
Field API Name | Description |
|---|---|---|
| CS Timecard | Timecard__Header__c | Joins the success plan time record to the CS timecard record. |
| End Date | End__Date__c | Populates the End Date field in the resulting dataset. |
| Friday Hours | Friday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
| Monday Hours | Monday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
| Playbook Task Time Id | Name | Populates the Success Plan Name field in the resulting dataset. |
| Record ID | Id | Populates the Record ID field in the resulting dataset. |
| Saturday Hours | Saturday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
| Start Date | Start__Date__c | Populates the Start Date field in the resulting dataset. |
| Success Plan | Success_Plan__c | Joins the success plan time record to the success plan record. |
| Success Plan Time ID | Name | Populates the Name field in the resulting dataset. |
| Sunday Hours | Sunday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
| Thursday Hours | Thursday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
| Total Hours | Total__Hours__c | Used to calculate the Total Hours field value in the resulting dataset. |
| Tuesday Hours | Tuesday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
| Wednesday Hours | Wednesday__Hours__c | Used to calculate the Worked Hours field value in the resulting dataset. |
User Object
These are the fields retrieved from the User object:
|
Field Label |
Field API Name | Description |
|---|---|---|
| Full Name | Name | Populates the Resource Salesforce User Name field in the resulting dataset. |
| User ID | Id | Populates the Salesforce User ID in the resulting dataset. |
SECTIONS