Creating an Objective

You can create objectives in one of the following ways:

  • Using the Create Objective action in the Actions panel, which is available on the Customer Success Management Workspace. This action might also be available from a record page if your administrator has added the Actions panel to the page. This method enables you to create either blank objectives and objectives from a template.
  • Using the New list view button in the Objectives tab. This enables you to create blank objectives.
Note:

You can also select a record type for your new objective if your administrator has set up custom record types.

Creating a Blank Objective

You can create a blank objective in one of the following ways:

To create a blank objective from the Customer Success Management Workspace:

  1. Click Create Objective in the Actions panel on the Customer Success Management Workspace.
  2. Select a record type for the new objective, then click Next. This step is only applicable if your administrator has set up multiple record types.
  3. Click Create Blank.
  4. Enter the information you want for the new objective. The displayed fields might vary depending on whether your org uses custom record types. For more information, contact your administrator.
  5. Click Save.
Notes:
  • When creating an objective from a success plan record page, the Success Plan field is automatically populated with the success plan you are currently viewing.
  • When creating an objective of a specific type, the Record Type field is automatically populated and is read-only.

To create a blank objective from the Objectives tab:

  1. Click New in the Objectives tab.
  2. Select a record type for the new objective, then click Next. This step is only applicable if your administrator has set up multiple record types.
  3. Enter the information you want for the new objective. The displayed fields might vary depending on whether your org uses custom record types. For more information, contact your administrator.
  4. Click Save to save the objective or Save & New to save the objective and create a new one.

Creating an Objective from a Template

To create an objective from a template:

  1. Click Create Objective in the Actions panel on the Customer Success Management Workspace.
  2. Select an objective template. You can switch between views using the Cards and Lists buttons.
  3. Click Next.
  4. Enter the information you want for the new objective. The displayed fields might vary depending on whether your org uses custom record types. For more information, contact your administrator.
  5. Click Create.
Notes:
  • To create objectives from templates, you must have the correct permissions assigned. For more information, contact your administrator.
  • When selecting a template, only objectives with the Template checkbox selected are displayed. The templates are displayed in separate cards by default.
  • When creating an objective from a success plan record page, the Success Plan field is automatically populated with the success plan you are currently viewing.
  • When creating an objective of a specific type, the Record Type field is automatically populated and is read-only. To display this field, the administrator must add it to the necessary page layouts.

  • If there are no record types available in your org for the Objective, Playbook, and Success Plan objects, the fields in their related creation and edit windows use the related field sets.