How to Build An Account Score in SFDC

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How to Build An Account Score in SFDC

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?

1 REPLY 1
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Level 10 - Champion Alumni

Re: How to Build An Account Score in SFDC

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.