Editing Objectives

You can edit objectives from:

  • The Objectives tab
  • Success Tracker

For more information about editing objectives, see About Objectives.

Editing Objectives from the Objectives Tab

To edit an objective from the Objectives tab:

  1. In the App Launcher, navigate to the Objectives tab.
  2. Click Show Actions next to the objective that you want to edit, then click Edit. The edit window displays.
  3. Edit the information you want. The displayed fields might vary if 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.
Tip:

You can also add, edit, and delete related playbooks from the Related tab on the objective record page.

Editing Objectives from Success Tracker

You can edit an objective from Success Tracker as follows:

  • In the Success Tracker tab of the related success plan's record page if the objective has an associated success plan.
  • In the Success Plans tab of the related account's record page if the objective has an associated account. If you cannot view this tab, contact your administrator.

If an objective is not associated with a success plan, you must edit it from the Objectives tab.

To edit an objective associated with a success plan from Success Tracker:

  1. In the App Launcher, navigate to the Success Plans tab.
  2. Click the success plan that the objective belongs to. The success plan's record page displays.
  3. On the success plan's record page, click the Success Tracker tab.
  4. In the Success Tracker grid, select the checkbox next to the objective that you want to edit. To view the objective you want, you might need to click next to its related success plan.
  5. Click Edit in the toolbar. The edit window displays.
  6. Edit the information you want. The displayed fields might vary if your org uses custom record types. For more information, contact your administrator.
  7. Click Save.
Tips:

  • You can use the Record Details panel to quickly make the following changes to the currently viewed objective:

    • Edit, add, and delete objective KPIs by clicking Edit in the Objective KPIs section
    • Mark its related playbook task records as complete by selecting their checkboxes in the Related section
  • When displayed on a success plan record page, Success Tracker also enables you to edit the objective's related playbooks and playbook tasks.

To edit an objective associated with an account from Success Tracker:

  1. In the App Launcher, navigate to the Accounts tab.
  2. Click the account that the objective belongs to. The account's record page displays.
  3. On the account's record page, click the Success Plans tab. If you cannot view this tab, contact your administrator.
  4. In the Success Tracker grid, select the checkbox next to the objective that you want to edit. To view the objective you want, you might need to click next to its related success plan.
  5. Click Edit in the toolbar. The edit window displays.
  6. Edit the information you want. The displayed fields might vary if your org uses custom record types. For more information, contact your administrator.
  7. Click Save.
Tips:

  • You can use the Record Details panel to quickly make the following changes to the currently viewed objective:

    • Edit, add, and delete objective KPIs by clicking Edit in the Objective KPIs section
    • Mark its related playbook task records as complete by selecting their checkboxes in the Related section
  • When displayed on an account record page, Success Tracker also enables you to edit the account's related success plans, playbooks, and playbook tasks.
Note:

Depending on your org configuration, Success Tracker might be enabled on additional pages and workspaces in Customer Success Cloud. For more information, contact your administrator.