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Success Plan/Playbooks Module Objects

Some of the most important SFDC objects used in the Success Plan/Playbooks modules are described here. For more information on other SFDC and MDA Objects used in different modules, refer to Gainsight Object Glossary.

CTA Group Object

This object is used in Success Plans. For example; Rules/Reports on Success Plans (complete or incomplete, overdue, etc).

The following table lists the data fields available in this object:

Field Name Description
Account The name of the Account.
Action Plan The information stored in the Plan Info > Action Plan section in a Success Plan.
Active Date The date on which status of a Success Plan is changed to Active from Draft.
Closed Date The date on which a success plan is closed.
Closed Lost Objective Count The number of objectives of status Closed Lost in a success plan.
Closed Overdue Flag that indicates whether a success plan is closed after the Due Date.
Closed Task Count The number of Tasks that are closed in a success plan (Closed tasks from all objectives in a success plan).
Closed Won Objective Count The number of objectives of status Closed Won in a success plan.
CTA Group Category The name of a success plan (number of objectives are categorized as a success plan).
Days Due The number of days due to close a success plan (Original Due Date - Created Date).
Days Past Due Date The number of days past the original due date of a success plan.
Days to Close The number of days that a success plan is open from the created date. (Closed Date - Created Date).
Days Until Close The number of days remaining to close a success plan from today (Due date - Today).
Due Date The due date of a success plan.
Due Date Variance The number of days that a success plan due date is changed by (New Due Date - Old Due Date).
EntityType Account/Relationship.
Open Objective Count The number of objectives currently in an ‘Open’ state in a success plan.
Open Task Count The number of Tasks currently in an ‘Open’ state in a success plan (Open tasks from all objectives in a success plan).
Original Due Date The original due date of a success plan.
Overdue Flag that indicates whether a success plan is past the due date (True/False).
Overdue Type Overdue/Due in Next 7 Days/Open (Due in more than 7 days) of a success plan.
Owner The owner of a success plan.
Percent Complete The percentage of completed objectives in a success plan. (Total number of closed objectives/Total number of objectives in a success plan).
Plan Description The description of a Success Plan.
Relationship The name of Relationship to which a success plan belongs.
Relationship Type The name of a Relationship Type to which a success plan belongs.
Source The source from which a success plan is generated (Manual/Rules).
Status The status of a success plan (Draft/Active/Closed).
Success Plan Type Type that a success plan is associated with. Success plan types are created by Admins, and CSMs assign a success plan to a type.
Template The name of the template that is used to create a Success Plan.
Total Objective Count The total number of objectives in a success plan (Open Objective count + Closed Lost Objective Count + Closed Won Objective Count).

Success Plans Template

This object is used in Success Plans/Playbooks. For example; used in reports based on Success Plans.

The following table lists the data fields available in this object:

Field Name Description
Entity Type Account/Relationship Type.
Playbook Name of the Playbook.
Relationship Type Name of the Relationship Type.
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