CS Cloud Resource Fields

The CS Cloud Resource object includes the following fields.

Key:

* – Mandatory field, R – Read-only

CS Cloud Resource Fields
Field   Description

Active

  If selected, the resource is active.
Contact R The contact associated with the resource. This field is populated when a PSA resource has been assigned to a playbook task. It is populated by Customer Success Cloud – PSA Connector.
Email   The resource's email.
First Name   The resource’s first name.
Last Name * The resource’s last name.
Line Manager   The resource's line manager. The line manager is also a CS Cloud resource.
PSA Resource R

The PSA resource associated with the resource. This field is populated when a PSA resource has been assigned to a playbook task. It is populated by Customer Success Cloud – PSA Connector.

Note:

If the playbook task assignment associated with the resource is deleted, the resource will also be deleted if there are no other playbook task assignments associated with it.

Region   The region associated with the resource.
Role   The resource's role.
Note:

If the CS Cloud resource record is associated with a resource pool, and the value in this field is updated, the resource is removed from the pool and the resource pool membership record is deleted.

Salesforce User   The user associated with the resource.
Weekly Work Hours   The hours a resource is expected to work in a week.
Work Week Start Day * The start day of the resource's work week. By default, this is set to Sunday.