Who has access to goals?

Digital Sales users gain access to goal records through membership of the resource hierarchy as well as through participation in the goal.

Users assigned the Sales Administrator job role get full access to all goals based on their privileges, regardless of where the administrators are in the management hierarchy and whether or not they're participants of a goal.

In general, you can access sales goal data for yourself and other participants who are part of your direct and indirect reports. Sales administrators can access all goals and all goal participants, and can edit and delete any goal. For more information, see the section How Users Gain Access to Sales Goals in the Data Sharing and Visibility topic of the Implementing Digital Sales guide.