Create a goal objective
post
/crmRestApi/resources/11.13.18.05/businessPlans/{BusinessPlanId}/child/Goals/{GoalNumber}/child/SalesObjectives
Request
Path Parameters
-
BusinessPlanId(required): integer(int64)
The unique identifier of the business plan.
-
GoalNumber(required): string
The identifier for the goal number.
Header Parameters
-
Metadata-Context: string
If the REST API supports runtime customizations, the shape of the service may change during runtime. The REST client may isolate itself from these changes or choose to interact with the latest version of the API by specifying this header. For example: Metadata-Context:sandbox="TrackEmployeeFeature".
-
REST-Framework-Version: string
The protocol version between a REST client and service. If the client does not specify this header in the request the server will pick a default version for the API.
-
Upsert-Mode: string
Contains one of the following values: true or false. If true, the server performs an Upsert operation instead of a Create operation. During an Upsert operation, the server attempts to find an existing resource that matches the payload. If a match is found, the server updates the existing resource instead of creating a new one. If not found or false (default), the server performs a Create operation. Note that the Upsert operation isn't supported for date-effective REST resources.
Supported Media Types
- application/json
Root Schema : schema
Type:
Show Source
object
-
AccountId: integer
(int64)
Title:
Account
The unique identifier of the account assigned to the objective. -
AccountName: string
Title:
Account
The account name for a sales objective target. -
ActualValue: integer
Title:
Attainment
The actual attainment value for the objective. -
BusinessPlanId: integer
(int64)
Title:
Business Plan ID
The unique identifier of the business plan. -
BusinessPlanNumber: string
Title:
Business Plan Number
Maximum Length:64
The alternate key identifier for the business plan. -
CurrencyCode: string
Title:
Currency Code
Maximum Length:15
The currency code associated with the objective. A list of valid values are defined in the lookup RatedCurrenciesVO. -
Description: string
Title:
Description
Maximum Length:2000
The description of the objective. -
EndDisplayPeriodName(required): string
Title:
End Period Name
Maximum Length:60
The display name of the end period for the objective. A list of valid values is defined in the lookup SalesGLEndPeriodPickTimeListToViewAccessor. -
EndPeriodName: string
Title:
Period End Internal Name
Maximum Length:15
The internal name of the end period for the objective. -
GeographyId: integer
(int64)
Title:
Geography
The unique identifier for the geography. -
GeographyKey: string
The geography key of the geography.
-
GeographyName: string
Title:
Geography
Maximum Length:255
The name of the geography, such as JAPAC, EMEA, or Americas. -
GoalId: integer
(int64)
Title:
Goal ID
The system generated identifier for the business plan goals. -
GoalNumber: string
Title:
Goal Number
The unique alternative identifier of the goal. -
Initiatives: array
Initiatives
Title:
Initiatives
The initiatives resource is used to view, create, update and delete initiatives associated with business plan's sales objective. -
Name(required): string
Title:
Name
Maximum Length:60
The name of the objective. -
ObjectiveId: integer
(int64)
Title:
Objective ID
The unique identifier of the objective. -
ObjectiveNumber: string
Title:
Number
Maximum Length:30
The alternate key identifier for the objective. -
ObjectiveOwnerId: integer
(int64)
Title:
Owner ID
The identification key for the resource who owns the sales objective. -
ObjectiveTypeCode(required): string
Title:
Objective Type Code
Maximum Length:30
The code indicating how the objective is categorized. The list of codes is available in LovSalesObjectiveTypeVO. -
ObjectiveTypeName(required): string
Title:
Type
Maximum Length:60
The type of the objective. -
OrigCreationDate: string
(date-time)
Title:
Original Creation Date
The date when the objective was originally created in an external system. -
OwnerPartyNumber: string
Title:
Owner Number
The unique alternative identifier of the owner. -
PeriodTypeCode(required): string
Title:
Period Type Code
Maximum Length:30
The code indicating the type of period for the objective. A list of valid values is defined in the lookup SalesObjectiveGLPeriodTypeViewAccessor. -
ProductGroupId: integer
(int64)
Title:
Product Group
The unique identifier for the product group. -
ProductGroupName: string
Title:
Product Group
Maximum Length:250
The name of the product group. -
ProductGroupReferenceNumber: string
Title:
Reference Number
Maximum Length:50
The reference number for the product Group. -
StartDisplayPeriodName(required): string
Title:
Start Period Name
Maximum Length:60
The display name of the start period for the objective. A list of valid values is defined in the lookup SalesGLStartPeriodPickerTimeListViewAccessor. -
StartPeriodName: string
Title:
Period Start Internal Name
Maximum Length:15
The internal name of the start period for the objective. -
TargetValue: integer
Title:
Target
The unique identifier for the target of the objective.
Nested Schema : Initiatives
Type:
array
Title:
Initiatives
The initiatives resource is used to view, create, update and delete initiatives associated with business plan's sales objective.
Show Source
Nested Schema : schema
Type:
Show Source
object
-
BusinessPlanId: integer
(int64)
Title:
Business Plan ID
The identification key for business plan. -
GoalId: integer
(int64)
Title:
Goal ID
The system generated identifier for the business plan goals. -
InitiativeId: integer
(int64)
Title:
Initiative ID
The unique identifier for initiative. -
LeadId: integer
(int64)
Title:
Lead ID
The unique identifier for the lead associated with the business plan. -
LeadNumber: string
Title:
Lead Number
Unique identifier for lead. -
ObjectiveId: integer
(int64)
Title:
Objective ID
The unique identifier for objective. -
OptyId: integer
(int64)
Title:
Opportunity ID
The unique identifier for the opportunity associated with the business plan. -
OptyNumber: string
Title:
Opportunity Number
Unique identifier for opportunity.
Response
Supported Media Types
- application/json
Default Response
The following table describes the default response for this task.
Headers
-
Metadata-Context:
If the REST API supports runtime customizations, the shape of the service may change during runtime. The REST client may isolate itself from these changes or choose to interact with the latest version of the API by specifying this header. For example: Metadata-Context:sandbox="TrackEmployeeFeature".
-
REST-Framework-Version:
The protocol version between a REST client and service. If the client does not specify this header in the request the server will pick a default version for the API.
Root Schema : businessPlans-Goals-SalesObjectives-item-response
Type:
Show Source
object
-
AccountId: integer
(int64)
Title:
Account
The unique identifier of the account assigned to the objective. -
AccountName: string
Title:
Account
The account name for a sales objective target. -
AccountNumber: string
Read Only:
true
Maximum Length:30
Unique identifier of a party in the TCA registry. -
ActualValue: integer
Title:
Attainment
The actual attainment value for the objective. -
BusinessPlanId: integer
(int64)
Title:
Business Plan ID
The unique identifier of the business plan. -
BusinessPlanName: string
Title:
Business Plan
Read Only:true
Maximum Length:275
The name of the business plan for the objective. -
BusinessPlanNumber: string
Title:
Business Plan Number
Maximum Length:64
The alternate key identifier for the business plan. -
CreatedBy: string
Title:
Created By
Read Only:true
Maximum Length:64
The user who created the record. -
CreationDate: string
(date-time)
Title:
Creation Date
Read Only:true
The date when the record was created. -
CurrencyCode: string
Title:
Currency Code
Maximum Length:15
The currency code associated with the objective. A list of valid values are defined in the lookup RatedCurrenciesVO. -
DeleteFlag: boolean
Read Only:
true
Indicates whether the objective can be deleted. The default value is true. -
Description: string
Title:
Description
Maximum Length:2000
The description of the objective. -
EndDisplayPeriodName: string
Title:
End Period Name
Maximum Length:60
The display name of the end period for the objective. A list of valid values is defined in the lookup SalesGLEndPeriodPickTimeListToViewAccessor. -
EndPeriodName: string
Title:
Period End Internal Name
Maximum Length:15
The internal name of the end period for the objective. -
GeographyId: integer
(int64)
Title:
Geography
The unique identifier for the geography. -
GeographyKey: string
The geography key of the geography.
-
GeographyName: string
Title:
Geography
Maximum Length:255
The name of the geography, such as JAPAC, EMEA, or Americas. -
GoalId: integer
(int64)
Title:
Goal ID
The system generated identifier for the business plan goals. -
GoalNumber: string
Title:
Goal Number
The unique alternative identifier of the goal. -
Initiatives: array
Initiatives
Title:
Initiatives
The initiatives resource is used to view, create, update and delete initiatives associated with business plan's sales objective. -
LastUpdateDate: string
(date-time)
Title:
Last Updated Date
Read Only:true
The date on which the record was last updated. -
LastUpdatedBy: string
Title:
Last Updated By
Read Only:true
Maximum Length:64
The user who last updated the record. -
LastUpdateLogin: string
Title:
Last Update Login
Read Only:true
Maximum Length:32
The login of the user who last updated the record. -
links: array
Links
Title:
Links
The link relations associated with the resource instance. -
Name: string
Title:
Name
Maximum Length:60
The name of the objective. -
ObjectiveId: integer
(int64)
Title:
Objective ID
The unique identifier of the objective. -
ObjectiveNumber: string
Title:
Number
Maximum Length:30
The alternate key identifier for the objective. -
ObjectiveOwnerId: integer
(int64)
Title:
Owner ID
The identification key for the resource who owns the sales objective. -
ObjectiveTypeCode: string
Title:
Objective Type Code
Maximum Length:30
The code indicating how the objective is categorized. The list of codes is available in LovSalesObjectiveTypeVO. -
ObjectiveTypeName: string
Title:
Type
Maximum Length:60
The type of the objective. -
OrigCreationDate: string
(date-time)
Title:
Original Creation Date
The date when the objective was originally created in an external system. -
OwnerPartyName: string
Title:
Owner
Read Only:true
Name of the owner of the sales objective. -
OwnerPartyNumber: string
Title:
Owner Number
The unique alternative identifier of the owner. -
PeriodEndDate: string
(date)
Title:
End Date
Read Only:true
The last date the object is active. -
PeriodStartDate: string
(date)
Title:
Start Date
Read Only:true
The first date the object is active. -
PeriodTypeCode: string
Title:
Period Type Code
Maximum Length:30
The code indicating the type of period for the objective. A list of valid values is defined in the lookup SalesObjectiveGLPeriodTypeViewAccessor. -
PeriodTypeName: string
Title:
Period
Read Only:true
Maximum Length:80
The name of the period type for the objective. -
ProductGroupId: integer
(int64)
Title:
Product Group
The unique identifier for the product group. -
ProductGroupName: string
Title:
Product Group
Maximum Length:250
The name of the product group. -
ProductGroupReferenceNumber: string
Title:
Reference Number
Maximum Length:50
The reference number for the product Group. -
StartDisplayPeriodName: string
Title:
Start Period Name
Maximum Length:60
The display name of the start period for the objective. A list of valid values is defined in the lookup SalesGLStartPeriodPickerTimeListViewAccessor. -
StartPeriodName: string
Title:
Period Start Internal Name
Maximum Length:15
The internal name of the start period for the objective. -
TargetValue: integer
Title:
Target
The unique identifier for the target of the objective. -
UnitOfMeasureCode: string
Title:
Unit of Measure Code
Read Only:true
Maximum Length:30
The code indicating the unit of measure for the objective. -
UnitOfMeasureName: string
Title:
Unit of Measure
Read Only:true
Maximum Length:80
The unit of measure of the objective. -
UpdateFlag: boolean
Read Only:
true
Indicates whether the objective can be updated. The default value is true.
Nested Schema : Initiatives
Type:
array
Title:
Initiatives
The initiatives resource is used to view, create, update and delete initiatives associated with business plan's sales objective.
Show Source
Nested Schema : Links
Type:
array
Title:
Links
The link relations associated with the resource instance.
Show Source
Nested Schema : businessPlans-Goals-SalesObjectives-Initiatives-item-response
Type:
Show Source
object
-
BusinessPlanId: integer
(int64)
Title:
Business Plan ID
The identification key for business plan. -
BusinessPlanNumber: string
Title:
Business Plan Number
Read Only:true
Maximum Length:64
The number of the business plan for which an initiative was created. -
CreatedBy: string
Title:
Created By
Read Only:true
Maximum Length:64
Lists who created the row of data. -
CreationDate: string
(date-time)
Title:
Creation Date
Read Only:true
The date when the record was created. -
CustomerId: integer
(int64)
Title:
Customer ID
Read Only:true
The customer identifier that is associated with the business plan. -
GoalId: integer
(int64)
Title:
Goal ID
The system generated identifier for the business plan goals. -
InitiativeId: integer
(int64)
Title:
Initiative ID
The unique identifier for initiative. -
LastUpdateDate: string
(date-time)
Title:
Last Updated Date
Read Only:true
The date on which the record was last updated. -
LastUpdatedBy: string
Title:
Last Updated By
Read Only:true
Maximum Length:64
The user who last updated the record. -
LastUpdateLogin: string
Title:
Last Update Login
Read Only:true
Maximum Length:32
The login of the user who last updated the record. -
LeadId: integer
(int64)
Title:
Lead ID
The unique identifier for the lead associated with the business plan. -
LeadNumber: string
Title:
Lead Number
Unique identifier for lead. -
links: array
Links
Title:
Links
The link relations associated with the resource instance. -
ObjectiveId: integer
(int64)
Title:
Objective ID
The unique identifier for objective. -
OptyId: integer
(int64)
Title:
Opportunity ID
The unique identifier for the opportunity associated with the business plan. -
OptyNumber: string
Title:
Opportunity Number
Unique identifier for opportunity.
Nested Schema : Links
Type:
array
Title:
Links
The link relations associated with the resource instance.
Show Source
Nested Schema : link
Type:
Show Source
object
-
href: string
Title:
hyperlink reference
The URI to the related resource. -
kind: string
Title:
kind
Allowed Values:[ "collection", "item", "describe", "other" ]
The kind of the related resource. -
name: string
Title:
name
The name of the link to the related resource. -
properties: object
properties
-
rel: string
Title:
relation
Allowed Values:[ "self", "lov", "parent", "canonical", "child", "enclosure", "action", "custom" ]
The name of the relation to the resource instance. Example: self.
Nested Schema : properties
Type:
Show Source
object
-
changeIndicator: string
Change indicator or the ETag value of the resource instance.
Links
- Initiatives
-
Parameters:
- BusinessPlanId:
$request.path.BusinessPlanId
- GoalNumber:
$request.path.GoalNumber
- ObjectiveId:
$request.path.ObjectiveId
The initiatives resource is used to view, create, update and delete initiatives associated with business plan's sales objective. - BusinessPlanId:
- LovSalesObjectiveTypeVO
-
Parameters:
- finder:
SalesObjectiveTypeFinder%3BBindObjectiveTypeCode%3D{ObjectiveTypeCode}
The list of values indicating the type of the sales objective.
The following properties are defined on the LOV link relation:- Source Attribute: ObjectiveTypeName; Target Attribute: Name
- Display Attribute: Name
- finder:
- ProductGroupViewAccessor
-
Parameters:
- finder:
ProductGroupList
The list of values of the sales objective product group.
The following properties are defined on the LOV link relation:- Source Attribute: ProductGroupName; Target Attribute: ProdGroupName
- Display Attribute: ProdGroupName
- finder:
- RatedCurrenciesVO
-
The list of values for the currency conversion rate type associated with the sales objective, such as US Dollar or Indian Rupee.
The following properties are defined on the LOV link relation:- Source Attribute: CurrencyCode; Target Attribute: CurrencyCode
- Display Attribute: CurrencyCode
- SalesGLEndPeriodPickTimeListToViewAccessor
-
Parameters:
- finder:
EndPeriodFinder%3BbindPeriodType%3D{PeriodTypeCode}
The list of values of the display names for the sales objective end period.
The following properties are defined on the LOV link relation:- Source Attribute: EndDisplayPeriodName; Target Attribute: PeriodName
- Display Attribute: PeriodName
- finder:
- SalesGLStartPeriodPickerTimeListViewAccessor
-
Parameters:
- finder:
StartPeriodFinder%3BbindPeriodType%3D{PeriodTypeCode}
The list of values of the display names for the sales objective start period.
The following properties are defined on the LOV link relation:- Source Attribute: StartDisplayPeriodName; Target Attribute: PeriodName
- Display Attribute: PeriodName
- finder:
- SalesObjectiveGLPeriodTypeViewAccessor
-
The list of values indicating the type of the sales objective period.
The following properties are defined on the LOV link relation:- Source Attribute: PeriodTypeCode; Target Attribute: LookupCode
- Display Attribute: LookupCode