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            Create Performance Goals

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            Create Performance Goals

            Deploy this template to provide employees with a standardized way to create new performance goals.

            Required Editions

            View supported editions.

            This template creates a service request record that captures essential user details for accurate and auditable fulfillment. Review what’s included with the template.

            Intake Attributes

            The intake form for this template captures these details from the employee: Title, Description, Due Date, Percent Complete, Shared with Employee IDs, Start Date, Case Origin, Subject.

            Fulfillment and Integration

            This template includes preconfigured integration through the BambooHR connector for intake and/or fulfillment tracking. Custom logic, routing, or approvals can be managed using Flow Builder.

             
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            Salesforce Help | Article