Goal

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

Standard Field Label & API Name

Type

Description

Id

Id

Id

Unique identifier for the goal.

 

Custom Field Label & API Name

Type

Description

Achieve By

cloupra__Achieve_By__c

Date

The date by which the client hopes to achieve the goal.

Applies To

cloupra__Applies_To__c

Picklist (Multi-Select)

The broad area to which the goal applies, e.g. investments, insurance, retirement, etc.

Client

cloupra__Client__c

Lookup (Account)

Client to whom the goal relates.

Description

cloupra__Description__c

Text Area (255)

A short description of the goal.

Person

cloupra__Person__c

Lookup (Contact)

The person to whom the goal relates.

Priority

cloupra__Priority__c

Picklist

The priority of the goal to the client.

Related Service

cloupra__Related_Service__c

Lookup (Service)

The service that provides context for the goal.

Set Date

cloupra__Set_Date__c

Date

The date on which the goal was set.

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