HOW CAN I SHARE COMPANY GOALS AND OBJECTIVES MANUALLY?

While manually sharing is available in Lightning Experience, we recommend to install 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
    • Find Company Goal object
    • Buttons, Links and Actions
    • New Action:
      • 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 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 Objective sharing button.