Customer Success Cloud Data Dictionary

Objective__c

Label: Objective

Stores information about objectives.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
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
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)


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