HOW CAN I SHARE COMPANY GOALS AND OBJECTIVES MANUALLY?

While manually sharing is available in Lightning Experience, we recommend installing this Salesforce Lab application

Once the app is installed, follow these steps to make sharing available for Company Goals and Objectives:

• Create the Action:

• • Go to Setup
  • Object Manager
  • Search for the Company Goal object
  • Buttons, Links, and Actions
  • New Actions:
    • Action Type: Lightning Component
    • Lightning Component: LightningSharingAction
    • Label and Name: Select the ones that work for you.

• Include the Action in the Page Layout:

• • Go to Setup
  • Object Manager
  • Find the Company Goal object
  • Page Layouts
  • Company Goal Layout
  • Select Mobile & Lightning Actions
  • Find your new Action
  • Drag & Drop to Salesforce Mobile and Lightning Experience Actions Section.

Follow the same instructions for the Objective sharing button.