Customer Success Cloud Data Dictionary

Playbook_Task__c

Label: Playbook Task

Represents a collection of work associated with a playbook, often tracked for completion by due date.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Assigned_Resources__c Assigned Resources Spring 2023 The resources assigned to the task.

LongTextArea(256)
Description__c Description Spring 2023 The description of the playbook task.

LongTextArea(32768)
End_Date_Time__c End Date and Time Spring 2023 The end date and time of the task.

DateTime
End_Date__c End Date Spring 2023 The end date of the task.

Formula:
DATEVALUE(End_Date_Time__c)
Date
Flagged__c Flagged Spring 2023 If selected, the task has been flagged for attention.

Checkbox false
Playbook__c Playbook Spring 2023 The playbook associated with the task.

Looks up to: Playbook__c
Lookup
Start_Date_Time__c Start Date and Time Spring 2023 The start date and time of the task.

DateTime
Start_Date__c Start Date Spring 2023 The start date of the task.

Formula:
DATEVALUE(Start_Date_Time__c)
Date
Status__c Status Spring 2023 The current status of the task.

Picklist:
Blocked
Complete
Deferred
Draft
Planned
Started


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