Editing an Objective

To edit an objective's details:

  1. Click its pencil icon.

  2. The objective's fields are now editable.

  3. Make your changes.

    4. Items marked with an asterisk are mandatory.

    Item Description
    Objective Name* The name of the objective.
    Type*

    Select an Objective Type. A number of these are set up in your org.

    Objective Types are business areas in which a typical account plan needs to have objectives, such as Marketing and Research.

    Note: Account Manager has a set of default objective types, but your admin can customize this list if necessary.
    Account

    One of the accounts on the account plan.
    Metric How to measure whether the objective has been achieved.
    Relevance to Customer Information about the relevance of the objective.
    Strategy Details of the strategy the team needs to follow to achieve the objective.
    Status*

    The current status of the objective.

    An objective is 'open' if its status is Not Started, In Progress, or Deferred.

    An objective is 'closed' if its status is Achieved or Canceled.
    Owner*

    The owner of the objective must be a member of the account plan's team. (Team members are added to the plan in the Plan Settings window.)

    When the owner is set, an update is posted to the plan's Chatter feed.

    Or if the owner has no access to the plan's Chatter feed, it is sent to their personal Chatter feed instead.
    Priority* A priority level for the objective. This makes it possible for the user to filter the objectives list by priority.
    Due Date* The date by which the objective should be achieved.
  4. Click Save.