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Get Started with Goals

Knowledge Article Number 000194308
Description Goals make it easy to define, track, and measure your work. Goals also makes it easy to align your entire company in the same direction with key company goals and to collaborate with colleagues around shared goals. By adding metrics to your goals, you can calculate the progress toward achieving your goals. You can also link metrics to data in your favorite reports to make it easier to keep track of the work you do in Salesforce. 

Get Started 


For a full overview of Goals, visit Goals Overview in the Salesforce Help. For more information on how to set up Goals, see the Admin Guide

Track your progress with Metrics 

Add metrics to your goals to track progress. It’s a best practice to add a quantitative metric, but you have the ability to add qualitative metrics as well. As you work on your goal, you can also flag and comment on status to collaborate around achievement of the goal.

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Link Metrics to Reports

You can update the metric manually or link the metric to data in your favorite reports to make it easier to keep track of the work you do in Salesforce. Linking metrics to reports will allow you to refresh the metrics from the reports with the click of a button. To link a metric to a report:

1. Click Edit for a metric.
2. Check that the metric type is set to Progress.
3. Select the checkbox to link the metric to a report
4. Select the report from the drop down you would like to link the metric to.
Note: Reports listed here are recent reports you’ve run.
5. Select one of the available grand total values from the report.

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Share and Collaborate with the Goal Feed 

You can post files to the goal feed for discussion or thank collaborators for their help. If you've enabled feed tracking, the updates you make on metrics will be also be automatically posted to the goal feed so that collaborators are kept in the loop. Additionally, administrators can customize the goal feed with custom actions for the publisher.

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Stay on track with Tasks and Events 

Add granular tasks to track and communicate the specifics of what you and people collaborating on the goal need to do to move the needle on the metrics. You can also add events to track the meetings you’ve had to achieve the goal. 

You can view completed tasks and events from the Open Activities and Activity History related lists on a goal's detail page. For more information about creating tasks and events, see Considerations in Using Tasks and Considerations in Using Events


Personalize your goal

When creating or editing a goal, users will have the ability to personalize their goal with a goal image. You can customize the visibility of a goal, but goal images are externally available.

Inspire with Key Company Goals administrators and users who have been granted access have the ability to create Key Company Goals. To create a key company goal, select the Key Company Goal field while creating a goal.

After the goal is created, click Sharing on the goal's detail page and share it with the All Internal Users group. Set the Access Level to Read Only to share it with the rest of your organization, or set it to Read/Write to allow everyone to collaborate on the goal.


Goals in Salesforce1

Goals is available from the Salesforce1 navigation menu and on user records. Users can view details about existing goals, edit goals, and add new goals. The Goals object is automatically included in the Recent section of the Salesforce1 navigation menu, but users may need to tap Show More to see the item.

For more information on goals, see Goals Overview in the Salesforce Help. 

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