Customer Success Cloud Output Fields

The Customer Success Cloud dataset includes fields derived from the following objects:

CS Cloud Resource
Objective
Playbook
Playbook Task
Source
Success Plan
Team

The recipe also imports the Salesforce Account object.

The following table describes the fields available in the Customer Success Cloud dataset, grouped by their type within Analytics.

Customer Success Cloud Fields

Field Type	Field Label	Field API Name	Description
Measure	Playbook Duration (Days)	ValuePlaybookDurationDays	Duration of the playbook in days.
Measure	Playbook Task Duration (Days)	ValuePlaybookTaskDurationDays	Duration of the playbook task in days.
Dimension	Objective Category	ObjectiveCategory	The category the objective is grouped by. Expressed as “Land”, “Adopt”, “Expand”, or “Renew”.
Dimension	Objective ID	ObjectiveId	Salesforce record ID of the objective.
Dimension	Objective Is Template	ObjectiveIsTemplate	Indicates whether the objective is a template.
Dimension	Objective Name	ObjectiveName	Name of the objective.
Dimension	Objective Owner ID	ObjectiveOwnerId	Salesforce record ID of the objective owner.
Dimension	Objective Owner Name	ObjectiveOwnerName	Name of the objective owner.
Dimension	Objective Priority	ObjectivePriority	Indicates the priority of an objective. Expressed as “High”, “Medium”, or “Low”.
Dimension	Objective Status	ObjectiveStatus	Indicates the status of an objective. Expressed as “Draft”, “Active”, “Blocked”, “Completed”, or “Archived”.
Dimension	Objective Type	ObjectiveType	Indicates the type of an objective. Expressed as “Internal” or “Customer”.
Dimension	Playbook Account ID	PlaybookAccountId	Salesforce record ID of the account associated with the playbook.
Dimension	Playbook Account Name	PlaybookAccountName	Name of the account associated with the playbook.
Dimension	Playbook ID	PlaybookId	Salesforce record ID of the playbook.
Dimension	Playbook Is Template	PlaybookIsTemplate	Indicates whether the playbook is a template.
Dimension	Playbook Name	PlaybookName	Name of the playbook.
Dimension	Playbook Owner ID	PlaybookOwnerId	Salesforce record ID of the playbook owner.
Dimension	Playbook Owner Name	PlaybookOwnerName	Name of the playbook owner.
Dimension	Playbook Stage	PlaybookStage	Indicates the current stage of a playbook. Expressed as “Planned”, “In Progress”, “On Hold”, “Completed”, or “Canceled”.
Dimension	Playbook Status	PlaybookStatus	Indicates the status of a playbook. Expressed as “Green”, “Yellow”, or “Red”.
Dimension	Playbook Task Is Completed	PlaybookTaskIsCompleted	Indicates whether the playbook task is complete.
Dimension	Playbook Task ID	PlaybookTaskId	Salesforce record ID of the playbook task.
Dimension	Playbook Task Is Flagged	PlaybookTaskIsFlagged	Indicates whether the playbook task is flagged and requires attention.
Dimension	Playbook Task Name	PlaybookTaskName	Name of the playbook task.
Dimension	Playbook Task Status	PlaybookTaskStatus	Indicates the status of a playbook task. Expressed as “Draft”, “Planned”, “Started”, “Blocked”, “Complete”, or “Deferred”.
Dimension	Source Objective ID	SourceObjectiveId	Salesforce record ID of the template objective used to create the objective.
Dimension	Source Objective Is Template	SourceObjectiveIsTemplate	Indicates whether the source objective is a template.
Dimension	Source Objective Name	SourceObjectiveName	The name of the template playbook used to create the objective.
Dimension	Source Playbook ID	SourcePlaybookId	Salesforce record ID of the template playbook used to create the playbook.
Dimension	Source Playbook Is Template	SourcePlaybookIsTemplate	Indicates whether the source playbook is a template.
Dimension	Source Playbook Name	SourcePlaybookName	The name of the template playbook used to create the playbook.
Dimension	Source Success Plan ID	SourceSuccessPlanId	Salesforce record ID of the template success plan used to create the success plan.
Dimension	Source Success Plan Is Template	SourceSuccessPlanIsTemplate	Indicates whether the source success plan is a template.
Dimension	Source Success Plan Name	SourceSuccessPlanName	The name of the template success plan used to create the success plan.
Dimension	Success Plan Account ID	SuccessPlanAccountId	Salesforce record ID of the account associated with the success plan.
Dimension	Success Plan Account Name	SuccessPlanAccountName	Name of the account associated with the success plan.
Dimension	Success Plan ID	SuccessPlanId	Salesforce record ID of the success plan.
Dimension	Success Plan Is Template	SuccessPlanIsTemplate	Indicates whether the success plan is a template.
Dimension	Success Plan Name	SuccessPlanName	Name of the success plan.
Dimension	Success Plan Owner ID	SuccessPlanOwnerId	Salesforce record ID of the success plan owner.
Dimension	Success Plan Owner Name	SuccessPlanOwnerName	Name of the success plan owner.
Dimension	Success Plan Status	SuccessPlanStatus	Indicates the status of a success plan. Expressed as “Draft”, “Active”, “Blocked”, “Completed”, or “Archived”.
Dimension	Team ID	TeamId	Salesforce record ID of the team.
Dimension	Team Name	TeamName	Name of the team.
Date	Objective End Date	ObjectiveEndDate	End date of the objective.
Date	Objective Start Date	ObjectiveStartDate	Start date of the objective.
Date	Playbook End Date	PlaybookEndDate	End date of the playbook.
Date	Playbook Start Date	PlaybookStartDate	Start date of the playbook.
Date	Playbook Task End Date	PlaybookTaskEndDate	End date of the playbook task.
Date	Playbook Task Start Date	PlaybookTaskStartDate	Start date of the playbook task.
Date	Success Plan Last Business Review	SuccessPlanLastBusinessReview	Date of the last business review for the account that relates to the success plan.
Date	Success Plan Next Business Review	SuccessPlanNextBusinessReview	Date of the next business review for the account that relates to the success plan.