SECTIONSPlaybook Fields
The playbook record includes the following fields.
|
Field: |
Description: |
|---|---|
| Account | The account that relates to the playbook. |
| Active | If selected, the playbook is active. |
| Description | The description of the playbook. |
| Duration (Days) | The duration of the playbook in days. |
| End Date | The date the playbook ends. |
| Objective | The objective that relates to the playbook. |
| Owner is Current User | If selected, the owner for the playbook is the current Salesforce user. |
| Playbook Owner | The owner of the playbook. |
| Playbook Status | The current status of the playbook. |
| Playbook Status | The current status of the playbook displayed as a color. |
| Stage | The current stage of the playbook. |
| Start Date | The date the playbook starts. |
| Success Plan | The success plan associated with the playbook's related objective. |
| Team | The team associated with the playbook. |
| Template | If selected, the playbook is a template. |