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Objective Fields
The Objective object contains the following fields.
Key: Field Label (API Name, Field Type, Additional Information)
- Account Plan (KeyAccountPlan__Account_Plan__c, Master-Detail)
This field links the Objective to the Key Account Plan. - Owner (KeyAccountPlan__Owner__c, Lookup)
This manually populated field links the Objective to the specific User responsible for achieving the Objective. - Target Date (KeyAccountPlan__Target_Date__c, Date)
This date field is the deadline by which you aim to achieve the Objective. - Status (KeyAccountPlan__Status__c, Picklist, Default Values: Not Started, In Progress, Completed)
This field defines the current status of an Objective. This is a critical field from a reporting perspective. - Objective (KeyAccountPlan__Objective__c, Text Area, 255)
This field is the written description of your Objective. - Approach (KeyAccountPlan__Approach__c, Rich Text Area, 10,000)
This field outlines the steps you need to take to execute the Objective successfully. - Outcome (KeyAccountPlan__Outcom__c, Picklist, Default Values: Not Achieved, Partially Achieved, Fully Achieved)
This field defines the outcome of the Objective (for example, whether the Objective was successfully achieved). It’s an important field from a reporting perspective. - Owner Review Comments (KeyAccountPlan__Owner_Review_Comments__c, Rich Text Area, 1,000)
This field contains the comments and lessons learned by the Objective Owner. - Manager Review Comments (KeyAccountPlan__Manager_Review_Comments__c, Rich Text Area, 1,000)
This field contains the comments and lessons learned by the manager of the Objective Owner.