SECTIONSPlaybook Customer Success Resource Fields
The Playbook Customer Success Resource junction object stores a many-to-many relationship between the Playbook and CS Cloud Resource objects. The Playbook Customer Success Resource object includes the following fields.
Key:
* – Mandatory field
| Field |
Description |
|
|---|---|---|
| Active | The Active checkbox is automatically selected if a playbook is active, non-template, and has an assigned owner. | |
| End Date | The date on which the allocated resource is removed from the playbook. | |
| Playbook | * | The playbook that the resource is associated with. |
| Resource | * | The resource associated with the playbook. |
| Start Date | * | The date on which the resource was allocated to the playbook. |