Customer Success Cloud Resource Fields

The customer success cloud resource record includes the following fields.

* – Mandatory field

Field:	Description:
Active	If selected, the resource is active.
Email	The resource's email.
First Name	The resource’s first name.
Last Name*	The resource’s last name.
Role	The resource's role.
Salesforce User	The user associated with the resource.

Concepts

Customer Success Workspace

Tasks

Setting up Customer Success Cloud

Setting Up Custom Notifications and Flows

Using the Activity Tracker

Using the Calendars

Using the Playbook Task Manager

Using Team Manager

Using the Playbook Task Portfolio Grid

Creating a Playbook

Preparing to Install

Creating an Objective

Creating a Success Plan

Creating a Team

Customizable Lightning Components

Using Success Tracker

Reference

Objective Fields

Playbook Fields

Success Plan Fields

Playbook Task Assignment Fields

Playbook Task Fields

Playbook Task Manager Lightning Component Properties

Playbook Task Portfolio Grid Lightning Component Properties

Customer Success Cloud Actions Lightning Component Properties

Team Membership Fields

Playbook Task Field Sets

Customer Success CloudLightning Components

Permission Sets and Other Technical Documentation

Success Tracker Lightning Component Fields

Objective Field Sets

Playbook Field Sets

Success Plan Field Sets

Managing Custom Settings from Setup