Playbook 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.
Parent Success Plan The success plan that relates to the playbook.
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, or its related objective.
Team The team associated with the playbook.
Template If selected, the playbook is a template.