MarketingGoal

Represents a measurable target for a marketing program or a campaign, tracking target values, actual results, and assignments across different levels of the marketing hierarchy. This object is available in API version 68.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Special Access Rules

Marketing Planning and Operations must be available to access this object. See Availability of Marketing Planning and Operations.

Fields

Field	Details
ActualAmount	Type currency Properties Create, Filter, Nillable, Sort, Update Description The actual monetary amount achieved till current date.
ActualSourceType	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Specifies the type of source that hosts the information about the actual value or the actual amount of the marketing goal. Possible values are: `MANUAL`—Manual `SDM`—Semantic Model
ActualValue	Type double Properties Create, Filter, Nillable, Sort, Update Description The actual value achieved till current date.
AttributionModelId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The ID of the attribution model associated with the marketing goal. This field is a relationship field. Relationship Name AttributionModel Refers To AttribModel
CampaignId	Type reference Properties Filter, Group, Nillable, Sort Description The ID of the campaign that the goal belongs to. This field is a relationship field. Relationship Name Campaign Refers To Campaign
Description	Type textarea Properties Create, Filter, Group, Nillable, Sort, Update Description The description of the marketing goal.
EndDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The end date of the goal.
EngagementSignalMetricId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The ID of the engagement signal metric associated with the marketing goal. This field is a relationship field. Relationship Name EngagementSignalMetric Refers To EngagementSignalMetric
ExternalSystemIdentifier	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The unique identifier of the marketing goal in an external system.
GoalRuleType	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Specifies the logical rule used to evaluate actual performance against the target. This determines whether the goal is achieved by meeting a minimum threshold (At Least) or staying within a maximum limit (At Most). Possible values are: `AT_LEAST`—At Least `AT_MOST`—At Most
IsFinancialGoal	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether the goal is a financial target (true) or a non-financial metric (false). The default value is `false`.
LastReferencedDate	Type dateTime Properties Filter, Nillable, Sort Description The timestamp when the current user last accessed this record indirectly, for example, through a list view or related record.
LastRollupRunDate	Type dateTime Properties Filter, Nillable, Sort Description The date and time when the automated rollup job last ran, aggregating actual values or amounts from child goals into this goal. This timestamp also helps identify a rollup that's stuck in progress for more than 90–120 minutes, so it can be retriggered.
LastRollupStatus	Type picklist Properties Filter, Group, Nillable, Restricted picklist, Sort Description Specifies the current status of the automated job that aggregates the actual values or amounts from the child goals in the rollup hierarchy and updates the aggregated value as the actual value or amount of the current goal. Possible values are: `COMPLETED`—Completed `FAILED`—Failed `IN_PROGRESS`—In Progress `SUBMITTED`—Submitted
LastViewedDate	Type dateTime Properties Filter, Nillable, Sort Description The timestamp when the current user last viewed this record or list view. If this value is null, and LastReferencedDate is not null, the user accessed this record or list view indirectly.
MarketingProgramId	Type reference Properties Filter, Group, Nillable, Sort Description The ID of the marketing program that the goal belongs to. This field is a relationship field. Relationship Name MarketingProgram Refers To MarketingProgram
MeasureType	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Specifies the type of measure used to identify the target and actual values of the marketing goal.
Name	Type string Properties Create, Filter, Group, idLookup, Sort, Update Description The name of the marketing goal.
Notes	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Additional information about the goal.
OwnerId	Type reference Properties Create, Defaulted on create, Filter, Group, Sort, Update Description The ID of the owner of the marketing goal record. This field is a polymorphic relationship field. Relationship Name Owner Refers To Group, User
ParentGoalId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The ID of the goal that the current goal rolls up to. This field is a relationship field. Relationship Name ParentGoal Refers To MarketingGoal
RootMarketingGoalId	Type reference Properties Filter, Group, Nillable, Sort Description The ID of the top-level marketing goal that the current goal rolls up to. This field is a relationship field. Relationship Name RootMarketingGoal Refers To MarketingGoal
SemanticMetricDefinitionId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The ID of the semantic metric definition that hosts the information about the actual value or the actual amount of the marketing goal. This field is a relationship field. Relationship Name SemanticMetricDefinition Refers To SemanticMetricDefinition
SourceReferenceId	Type reference Properties Create, Filter, Group, Sort, Update Description The ID of the campaign or marketing program that the goal belongs to. This field is a polymorphic relationship field. Relationship Name SourceReference Refers To Campaign, MarketingProgram
Stage	Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Specifies the stage of the marketing goal. Possible values are: `AT_RISK`—At Risk `CANCELLED`—Cancelled `COMPLETE`—Complete `NOT_STARTED`—Not Started `ON_TRACK`—On Track The default value is `NOT_STARTED`.
StartDate	Type date Properties Create, Filter, Group, Nillable, Sort, Update Description The start date of the goal.
SubType	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Specifies the subtype of marketing goal.
TargetAmount	Type currency Properties Create, Filter, Nillable, Sort, Update Description The target monetary amount of the goal.
TargetValue	Type double Properties Create, Filter, Nillable, Sort, Update Description The target value of the goal.
Type	Type picklist Properties Create, Filter, Group, Nillable, Sort, Update Description Specifies the type of marketing goal.

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

MarketingGoalFeed: Feed tracking is available for the object.
MarketingGoalHistory: History is available for tracked fields of the object.
MarketingGoalOwnerSharingRule: Sharing rules are available for the object.
MarketingGoalShare: Sharing is available for the object.

Object Reference for the Salesforce Platform

MarketingGoal

Supported Calls

Special Access Rules

Fields

Associated Objects