SECTIONSPlaybook Field Sets
The Playbook object includes the following field sets.
| Name | Description | Location |
Default Fields |
|---|---|---|---|
| Activity Tracker Playbook Fields | Defines the playbook fields to display in the record details panel of Activity Tracker. | Activity Tracker | Description |
| Create Playbook Fields |
Defines the playbook fields that are available when creating blank playbooks and playbooks from templates. For more information about using different field sets, see Customizing the Creation and Edit Windows. |
Create Playbook | Team |
| Description | |||
| Edit Playbook Fields | Defines the optional playbook fields when editing playbooks. This field set does not support formula fields. Such fields cannot be displayed on the pages where this field set is added. For more information about using different field sets, see Customizing the Creation and Edit Windows. | Edit Playbook | Team |
| Description | |||
| Mass Allocate Playbooks Additional Filter Fields |
Defines the playbook fields to display in the Filters panel of the Mass Allocate Playbooks window. |
Mass Allocate Playbooks | Name |
| Account | |||
| Start Date | |||
| End Date | |||
| Role | |||
| Region | |||
| Mass Allocate Playbook Table Columns | Defines the playbook fields to display in the Unallocated Playbooks table columns on the Mass Allocate Playbooks window. | Mass Allocate Playbooks | Name |
| Account | |||
| Start Date | |||
| End Date | |||
| Role | |||
| Region | |||
| Playbook Search Window Columns | Used to display columns in the table in the Select Playbook window. | Select Playbook | Playbook Name |
| Account | |||
| Start Date | |||
| End Date | |||
| Stage | |||
| Playbook Task Board Swimlanes |
Defines the swimlanes that display in the Playbook Task Board. This field set only supports picklist fields. |
Playbook Task Board |
Playbook Status |
| Stage | |||
| Success Tracker Playbook Fields | Defines the playbook fields to display in the Record Details panel of Success Tracker. | Record Details Panel | Account |
| Success Plan | |||
| Start Date | |||
| End Date | |||
| Description |