Create CS Activity Window Fields

The following table describes the fields in the Create CS Activity window when creating a CS activity from an app page, workspace, or Activity Tracker.

Note:

Fields in the Create CS Activity window are customizable. Your administrator manages the visibility of these fields such as, Account, Success Plan, Objectives, Objective KPI, Playbook, Expansion Opportunity, Type, and Notes through field sets. Available fields vary based on your organization's requirements. For more information, see CS Activity Field Sets.

Activity Details

Fields

Fields in the Activity Details Section in the Create CS Activity Window
Field	Description
Account	Lookup to the related account for the CS activity. If you are creating the CS activity from an account record page, this field is automatically populated with the account that the CS activity is created from, but it can be edited if required. Notes: The Account field on the Create CS Activity window remains visible, irrespective of its inclusion in the field set. If you select the Activity Account Not Required field in the CS Cloud Account Settings custom setting, the field set then determines the visibility of the Account field. This field is optional if the Activity Account Not Required field is selected in the CS Cloud Account Settings custom setting.
Contact	Lookup to the contacts to associate with the CS activity.
Date	The date of the CS activity.
Notes	Notes for the CS activity.
Product	The product associated with the CS activity. Note: Associating a CS activity with a product creates a CS activity product record. You can only select products that are also associated with the closest parent record in the hierarchy. This ensures that the products available to associate with the CS activity respect the record hierarchy.
Summary	A summary of the CS activity.
Type	The type of CS activity.

Playbook Tasks

Fields

Fields in the Playbook Tasks Section in the Create CS Activity Window
Field	Description
Playbook Task Name	The name of the playbook task.
Playbook	The playbook associated with the task.
Resources	The resources assigned to the task.
Duration in Days	The number of days between the playbook task's start and completion. Updating this value automatically extends or reduces the end date.
Start Date	The start date of the task. Changing this date recalculates the playbook task's duration in days.
End Date	The end date of the task. Changing this date recalculates the playbook task's duration in days.
Status	The current status of the task. By default, Draft is selected. Note: Selecting some statuses can automatically set the playbook task to completed. For more information, contact your administrator.