Activity Fields

The activity record includes the following fields.

Field	Description:
Account	The account that relates to the activity.
Date	The date of the activity.
Notes	The notes entered on the activity.
Summary	The summary of this activity.
Type	The type of activity.

Concepts

Customer Success workspace

Tasks

Setting up Customer Success Cloud

Setting Up Custom Notifications and Flows

Using 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

Using the Playbook Task Board

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

CS Cloud Resource Fields

Team Membership Fields

Playbook Task Field Sets

Customer Success Cloud Lightning 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

Playbook Task Board Lightning Component Properties