Cmdlets for Vault CRM

Build 25.0.9434

Goals

Represents specific user or organizational objectives, such as sales targets and engagement Key Performance Indicators (KPIs), while supporting performance tracking over time.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier assigned to the goal record within the Vault system. Serves as the primary key for referencing and tracking.

Goal Type String True

Specifies the type or category of the goal, based on predefined object types configured in Vault.

Global ID String True

System-generated global identifier used to uniquely identify the goal across all Vault environments and integrations.

Link String False

System-managed reference link used internally by Vault to associate the goal record with other related system objects.

Goal Name String True

The display name or title of the goal as defined by the user. This is typically provides a concise summary of the goal's purpose.

Status String False

Indicates the current state of the goal, such as Planned, In Progress, or Completed, based on Vault lifecycle states.

Created By String True

The username or ID of the individual who originally created the goal record in Vault.

Created Date Datetime True

The date and time when the goal was initially created. Stored in Coordinated Universal Time (UTC) format.

Last Modified By String True

The username or ID of the user who last updated the goal record.

Last Modified Date Datetime True

The date and time when the goal record was most recently updated. Tracked for auditing and version control purposes.

Details String False

Free-text field containing additional context, notes, or a description elaborating on the goal's intent or objectives.

Mobile ID String False

Identifier used to sync the goal record with mobile applications. This is useful for offline access or device-level integration.

Account Plan String False

Reference to the associated account plan that the goal supports or aligns with. This is used to establish strategic connections.

Product String False

Specifies the product associated with the goal, linking commercial objectives to specific items in the product catalog.

Legacy CRM Id String False

Identifier from a legacy customer relationship management system, allowing backward compatibility or data migration traceability.

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Build 25.0.9434