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. |