Objective__c
Label: Objective Stores information about objectives.
| Account__c |
Account |
Spring 2023 |
The account for the success plan that relates to the objective.
Formula:
HYPERLINK("/" & Success_Plan__r.Account__c, Success_Plan__r.Account__r.Name, "_self")
|
Text |
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| Category__c |
Category |
Spring 2023 |
The category that the objective is grouped by.
|
Picklist:
Adopt
Expand
Land
Renew |
|
| End_Date__c |
End Date |
Spring 2023 |
The end date of the objective.
|
Date |
|
| Is_Current_User__c |
Owner is Current User |
June 2023 |
If selected, the owner for the objective is the current Salesforce user.
Formula:
$User.Id = Objective_Owner__r.Salesforce_User__c
|
Checkbox |
|
| Is_Template__c |
Template |
Spring 2023 |
If selected, the objective is a template.
|
Checkbox |
false |
| Objective_Owner__c |
Objective Owner |
Spring 2023 |
The owner of the objective.
Looks up to: Resource__c
|
Lookup |
|
| Objective_Type__c |
Objective Type |
Spring 2023 |
The type of the record to indicate if it is an internal or customer objective.
|
Picklist:
Customer
Internal |
|
| Priority__c |
Priority |
Spring 2023 |
The priority of the objective.
|
Picklist:
High
Low
Medium |
|
| Start_Date__c |
Start Date |
Spring 2023 |
The start date of the objective.
|
Date |
|
| Status__c |
Status |
Spring 2023 |
The status of the objective.
|
Picklist:
Active
Archived
Blocked
Completed
Draft |
|
| Success_Criteria__c |
Success Criteria |
Spring 2023 |
A summary of the success criteria for the objective.
|
Html(32768) |
|
| Success_Plan__c |
Success Plan |
Spring 2023 |
The success plan that relates to the objective.
Looks up to: Success_Plan__c
|
Lookup |
|
| Summary__c |
Summary |
Spring 2023 |
A summary of the objective.
|
Html(32768) |
|
| 