Who can use this feature?
- All roles with access level "high"
- Available on all plans
The Goals object includes two non-synced system fields for which you can customize picklist items:
- Type: Type of goal (e.g., renewal, expansion, etc.)
- Theme: Value pillar or business objective this goal supports (e.g., cost-cutting, productivity, etc.)
Customize picklist items
You cannot modify name or input type, but you can add/edit field description, add/edit items, and re-order items.
- From Settings, click Object Configuration.
- Click the Goals object.
- Click on the Theme or Type goal field that you want to modify.
- Description: Provide guidance on how this field should be used (e.g., recommended naming conventions or special instructions). Descriptions are available when you hover over the field when editing a note.
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Values: Provide a label, unique ID, and a preferred color for each picklist item. Optionally move picklist items to change the order.
- Click Update.
The gaol field is automatically added to all goal forms. Custom picklist items are also available within goals segments (filters and columns).