Getting Started with Work.com Goals (Summer '15)
|Knowledge Article Number||000220657|
Work.com 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.
1. Getting Started
2. Key Features
Link Metrics to Reports
To link a metric to a report:
1. Click Edit on a metric's detail page.
Note: Only metrics with the Progress record type can be linked to reports. Completion record types are not supported.
2. Under the Current Value field, choose to update the field from a Salesforce report.
3. Select the report from the drop-down you would like to link the metric to.
4. Select the field from the report you want to use.
You can view open tasks and events from the Open Activities related list on a goal detail page. You can view completed tasks and events from the Activity History related list. For more information about creating tasks and events, see Considerations in Using Tasks and Considerations in Using Events.
Align Goals Together
Goals in Salesforce1
For more information on goals, see Goals Overview in the Salesforce Help.