Define measurable objectives for a joint business plan and track progress toward shared goals.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions with Partner Ecosystem Management - Members or Partner Ecosystem Management - Login |
Use objective measures to align your team with customers and strengthen strategic account relationships.
For more details, see Sales Account Plan Objectives, Measures, and Calculation Definitions in Salesforce Help.
- Considerations for Managing Objectives for Joint Business Plans
Before you create or edit objectives for joint business plans, review how records are selected, when scheduled jobs update them, and how eligible records are automatically linked or unlinked. - Create an Objective to Track Joint Business Plan Goals
Define a shared goal and use measurable results to align priorities and track progress with your customer. - Link Records to a Joint Business Plan Objective
Link records to a joint business plan objective to track the records that contribute to the objective’s calculated metric. Salesforce can link qualifying records automatically, or you can manage the linked records manually.