Objective Field Sets

Customer Success Cloud

The Objective object includes the following field sets.

Objective 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