Unlink Salesforce Report from Goal

When a goal is unlinked from the salesforce report, the goal progress remains the same and any update made in the salesforce report will not be reflected in the goal progress. The user can manually update or link a salesforce report to update the progress.

To unlink the Salesforce report from the goal:

Step 1: Navigate to Home > Goals > My Goals > Owned by Me

Step 2: Click the Overflow Menu Icon next to the goal and select Edit.


Step 3: Under the “Linked to” section, click the Unlink icon and click Save.