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Hello, does anyone know if there is a way to edit the fields that appear on the Edit Objective screen when creating an Account Plan Objective from the Account Plan? 

 

I've edited the Account Plan Objective layout and I can see the fields I created but only when I navigate to the objective and click edit in the top right corner and not when I click edit objective or add objective.   

 

Thank you! 

@* Salesforce Field Service *

Account Plan Objective fields

 

objective fields.png

 

objective layout.png

 

#Salesforce Field Service

1 answer
  1. Aug 20, 2025, 5:19 PM

    It seems like you added the fields to the Lightning page but I am assuming that page is not on dynamic forms. You would want to enable dynamic pages else add the fields to the "Page Layout" to show on the Edit screen.

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