How to Build An Account Score in SFDC | Community
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Brooke_Cooper
Brooke_Cooper
New Participant
May 13, 2020
Question

How to Build An Account Score in SFDC

  • May 13, 2020
  • 1 reply
  • 1778 views

Hi -

 

I need to create an Account Score - in other words, an aggregate score at the account level made up of the person scores for the contacts and leads within each account. I have seen this posted on here numerous times with recommendations to make a formula field in SFDC that will do this, but have yet to see anyone post how to actually build that formula. 

Has anyone successfully created this in SFDC, and if so, can you please share the formula you used?

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1 reply

Josh_Hill13
Josh_Hill13
New Participant
May 20, 2020

You may want to read SFDC docs on Formula fields to accomplish this.

 

If you look at Account scoring guides, most don't recommend this approach anymore.

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