A financial goal for a client relating to advice or implementation. The terms goal and objective are used interchangeably in this context.

Field Label API Name Type Notes
Achieve By cloupra__Achieve_By__c Date The date by which the client hopes to achieve this goal.
Amount cloupra__Amount__c Currency (10, 2)  
Client cloupra__Client__c Lookup (Account) The client to whom this goal applies.
Created By ID CreatedById Lookup (User) Required
Created Date CreatedDate Datetime Required
Deleted IsDeleted Checkbox Required
Details cloupra__Details__c Textarea (5000)  
Entity cloupra__Entity__c Lookup (Account)  
External Id cloupra__External_Id__c Text (100) Unique, External ID
Frequency cloupra__Frequency__c Lookup (Cloupra__Category__C)  
Last Modified By ID LastModifiedById Lookup (User) Required
Last Modified Date LastModifiedDate Datetime Required
Name Name Text (80)  
Owner ID OwnerId Lookup (Group, User) Required
Person cloupra__Person__c Lookup (Contact) The specific client person to whom the objective relates. If it relates broadly to everyone in the client, leave blank.
Primary Division cloupra__Primary_Division__c Lookup (Account)  
Priority cloupra__Priority__c Picklist (1; 2; 3; 4)  
Record ID Id Id (18) Required
Related Service cloupra__Related_Service__c Lookup (Cloupra__Service__C)  
Set Date cloupra__Set_Date__c Date The on which the client set this goal.
Stage cloupra__Stage__c Lookup (Cloupra__Category__C)  
System Modstamp SystemModstamp Datetime Required
Type cloupra__Type__c Lookup (Cloupra__Category__C)  


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