To configure this feature: 

1. Ensure Configuring Accounts is complete.

2. Navigate to Admin > Users & Groups > Permission Sets.

3. Select the appropriate permission set.

4. Select the Objects tab.

5. Grant the following permissions to all users: 

   Object	Object Permission	Object Types	Fields	Field Permission
   call_objective__v	RE	All	account_tactic__v	Edit

6. Grant users Execute permission to the assign_call_objective__v action on the account_tactic__v object.
7. Navigate to Admin > Configuration > Objects > account_tactic__v.
8. Select the Object Types tab.
9. Add the assign_call_objective__v action to the appropriate account_tactic__v object types.

Users can select and assign a call objective to an objective using a dedicated action on the account tactic record. When users select the action, a modal containing available call objectives displays. The list of call objectives filters out completed objectives and objectives already assigned to an account tactic.

To assign a call objective:

1. Navigate to Business Admin > Objects > Account Tactics.

2. Select the appropriate account tactic record.

3. Select the Assign Call Objective action from the All Actions menu.

   

4. Search for the call objective using the Search field. This field performs a keyword search against the name of the call objective.

5. Select the desired call objective from the search results.

   

6. Select Save.