CS Cloud Resource Fields
The CS Cloud resource record includes the following fields.
* – Mandatory field
Field: |
Description: |
---|---|
Active |
If selected, the resource is active. |
Contact | The contact associated with the resource. This field is populated when a PSA resource has been assigned to a playbook task. It is populated by Customer Success Cloud – PSA Connector and cannot be edited. |
The resource's email. | |
First Name | The resource’s first name. |
Last Name* | The resource’s last name. |
PSA Resource |
The PSA resource associated with the resource. This field is populated when a PSA resource has been assigned to a playbook task. It is populated by Customer Success Cloud – PSA Connector and cannot be edited. |
Role | The resource's role. |
Salesforce User | The user associated with the resource. |