SECTIONSMetrics Input Fields
Input fields are the foundation of the Metrics dataset. These fields are extracted from your org by the CS Cloud Advanced Analytics recipe when you create the CS Cloud Advanced Analytics app. The data is then processed to populate your app's dataset.
Base Objects
The Customer Success Metrics recipe combines the data from several Customer Success Cloud objects to extract field information.
The following Customer Success Cloud objects are imported directly:
- Customer Success Metric
- Customer Success Metric Account Value
The recipe also imports the Salesforce Account object.
Account Object
These are the fields retrieved from the Account object:
|
Field Label |
Field API Name | Description |
|---|---|---|
| ID | Id | Joins the customer success metric account value record to the account record. |
| Name | Name |
Populates the Account Name field in the resulting dataset. |
Customer Success Metric Object
These are the fields retrieved from the Customer Success Metric object:
|
Field Label |
Field API Name | Description |
|---|---|---|
| Description | Description__C | Populates the Metric Description field in the resulting dataset. |
| Lower Threshold | Lower_Threshold__c |
Used to calculate the Value Health Points field value in the resulting dataset. Also populates the Metric Lower Threshold field in the resulting dataset. |
| Metric Type | Metric_Type__c |
Populates the Metric Type field in the resulting dataset. |
| Name | Name | Populates the Metric Name field in the resulting dataset. |
| Record ID | Id | Joins the customer success metric account value record to the customer success metric record. |
| Upper Threshold | Upper_Threshold__c |
Used to calculate the Value Health Points field value in the resulting dataset. Also populates the Metric Upper Threshold field in the resulting dataset. |
| Weighting | Weighting__c |
Used to calculate the Value Health Points field value in the resulting dataset. Also populates the Metric Weighting field in the resulting dataset. |
Customer Success Metric Account Value Object
These are the fields retrieved from the Customer Success Metric Account Value object:
|
Field Label |
Field API Name | Description |
|---|---|---|
| Account | Account__c |
Joins the customer success metric account value record to the account record. Also populates the Account ID field in the resulting dataset. |
| Customer Success Metric | Metric__c |
Joins the customer success metric account value record to the customer success metric record. Also populates the Metric ID field in the resulting dataset. |
| Date | Date__c | This field is extracted directly from your Customer Success Cloud environment and are available in the resulting dataset. |
| Value | Value__c |
Used to calculate the Value Health Points field value in the resulting dataset. Also populates the Value field in the resulting dataset. |