SECTIONSObjective Fields
The Objective object includes the following fields.
R – Read-only field
| Field |
Description |
|
|---|---|---|
| Account | The account for the success plan that relates to the objective. | |
| Category | The category that the objective is grouped by. | |
| End Date | The end date of the objective. | |
| Objective Owner | The owner of the objective. | |
| Objective Type | The type of the record to indicate if it is an internal or external objective. | |
| Owner is Current User | If selected, the owner for the objective is the current Salesforce user. | |
| Priority | The priority of the objective. | |
| Record Type | R |
The type of the objective record. This field displays only if your administrator has created one or more record types for this object and added this field to the necessary page layouts. The user can select a record type when creating a new objective record from the Actions panel. If only one record type has been created for this object, that record is selected by default. For more information, see Setting up Customer Success Cloud. |
| Start Date | The start date of the objective. | |
| Status | The status of the objective. | |
| Success Criteria | A summary of the success criteria for the objective. For more information about the formatting options available in the rich text editor, see the Salesforce Help. | |
| Success Plan | The success plan that relates to the objective. | |
| Summary | A summary of the objective. For more information about the formatting options available in the rich text editor, see the Salesforce Help. | |
| Template | If selected, the objective is a template. |