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. |