Enable Objectives Tracking

To track objectives for the particular Account or Contact record for further generating reports via standard Salesforce functionality:

Configure Application Settings

To set up the Objectives options an Application Settings record:

  1. Go to Setup → Custom Code → Custom Settings → click Manage next to Application Settings → click the required Application Settings record.

  2. Specify the following:

    • Select Enable Objectives;

    • Select Enable Objective History Tracking to view objectives history in the reports;

    • Set up Objective Tracking History to track objectives for the specified period;

    • Select Create Next Activity if you want to copy objectives to the next activities via the Next Activity functionality.

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  3. Click Save.

The setup is complete.

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