Objective Field Sets
Customer Success Cloud
The Objective object includes the following field sets.
Name |
Description | Location |
Default Fields |
---|---|---|---|
Create Objective Fields |
Defines the objective fields that are available when creating blank objectives and objectives from templates. For more information about using different field sets, see Customizing the Creation and Edit Windows. |
Create Objective | Category |
Objective Type | |||
Priority | |||
Success Criteria | |||
Summary | |||
Edit Objective Fields | Defines the optional objective fields when editing objectives. This field set does not support formula fields. Such fields cannot be displayed on the pages where this field set is added. For more information about using different field sets, see Customizing the Creation and Edit Windows. | Edit Objective | Success Criteria |
Summary | |||
Record Details Panel Objective Fields | Defines the objective fields to display in the Record Details panel of Success Tracker. | Record Details Panel | Parent Account |
Success Plan | |||
Start Date | |||
End Date | |||
Summary |