CS Cloud Resource Fields
The CS Cloud Resource object includes the following fields.
Key:
* – Mandatory field, R – Read-only
| 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. |
| 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. |
| Region | The region associated with the resource. | |
| Role | The resource's role. | |
| 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. |
SECTIONS