GoalAssignment

Represents the assignment of a goal. This object is available in API version 55.0 and later.

Supported Calls

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

Special Access Rules

This object is available if Program and Benefit Management is enabled in your org. To access the object, you need the Program and Benefit Management Access permission set or the Program and Benefit Management permission set license.

Fields

CompletionDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The date when the goal is completed.

CompletionPercentage

  • Type: percent
  • Properties: Create, Defaulted on create, Filter, Nillable, Sort, Update
  • Description: Indicates the progress made on the assigned goal in percentage.

CustomGoalName

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: A custom name that can be defined for the goal assignment. If this field is empty, the goal definition name is used for the goal assignment.

    This field is available from API version 63.0 and later.

Description

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The description of the goal assignment record.

GoalAssigneeId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The assigees associated with the goal assignment.

    This is a polymorphic relationship field.

  • Relationship Name: GoalAssignee
  • Relationship Type: Lookup
  • Refers To: Account, Contact

GoalDefinitionId

  • Type: reference
  • Properties: Create, Filter, Group, Sort, Update
  • Description: The goal definition associated with the goal assignment.

    This is a relationship field.

  • Relationship Name: GoalDefinition
  • Relationship Type: Lookup
  • Refers To: GoalDefinition

DescriptionCodeId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The system-defined code that represents the description of a standardized goal.

    This field is a polymorphic relationship field.

    Available in API version 61.0 and later.

  • Relationship Name: DescriptionCode
  • Relationship Type: Lookup
  • Refers To: CodeSet, CodeSetBundle

GoalType

  • Type: string
  • Properties: Filter, Group, Nillable, Sort
  • Description: Specifies if the goal applies to a group or an individual.

LastReferencedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The most recent date on which a user referenced this record.

LastViewedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The most recent date on which a user viewed this record.

Name

  • Type: string
  • Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
  • Description: The name of the goal assignment record.

OwnerId

  • Type: reference
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: ID of the goal assignment record owner.

    This is a polymorphic relationship field.

  • Relationship Name: Owner
  • Relationship Type: Lookup
  • Refers To: Group, User

ParentRecordId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The care plan or benefit assignment object associated with the goal assignment.

    This is a polymorphic relationship field.

  • Relationship Name: ParentRecord
  • Relationship Type: Lookup
  • Refers To: BenefitAssignment, CarePlan

Priority

  • Type: picklist
  • Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
  • Description: Specifies the priority of the goal assignment.
  • Possible values:
    • High
    • Low
    • Medium

StartDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The start date of the assigned goal.

Status

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
  • Description: Specifies the status of the assigned goal.
  • Default value: Not Started
  • Possible values:
    • Canceled
    • Completed
    • In Progress
    • Not Started

Target

  • Type: double
  • Properties: Create, Defaulted on create, Filter, Nillable, Sort, Update
  • Description: The target value set for the assigned goal.

TargetCompletionDate

  • Type: date
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The date by when the assigned goal is targeted to be completed.

TargetCompletionPercentage

  • Type: percent
  • Properties: Create, Defaulted on create, Filter, Nillable, Sort, Update
  • Description: The target completion percentage set for the assigned goal.

TaskJobStatus

  • Type: picklist
  • Properties: Filter, Group, Nillable, Restricted picklist, Sort
  • Description: Specifies the status of the task in the task queue.
  • Possible values:
    • Completed
    • Failed
    • InProgress—In Progress
    • Submitted

TaskJobStatusMessage

  • Type: textarea
  • Properties: Nillable
  • Description: The message that describes the status of the task in the queue.

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.

GoalAssignmentFeed
Feed tracking is available for the object.
GoalAssignmentHistory
History is available for tracked fields of the object.
GoalAssignmentOwnerSharingRule
Sharing rules are available for the object.
GoalAssignmentShare
Sharing is available for the object.