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New Idea

Ability to hide fields in Spaces

Related products:CS Success Plans & Customer GoalsCS Spaces
  • June 15, 2026
  • 1 reply
  • 6 views

mgiersch

We’re looking to leverage Spaces to collaborate with customers on Success Plans. We use the Customer Goals object to track and manage Value (Proposed, Planned, and Deliver) with customers. At the moment, we’re being blocked because we have internal fields on the Customer Goal object that we need to keep hidden. We’d like the ability to collaborate on Customer Goals with customers via Spaces - without exposing fields that should be internal only. 

1 reply

  • Contributor ⭐️
  • June 15, 2026

This was a hot topic during the session at Pulse I faciliated as well - being able to show Goals and Value integrated cleanly into Spaces as a natural outcome for having a collaborative success planning experience with customers.