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Quick Tidbits Alert! Ever wondered how to create a Scorecard Mass Edit Report?

  • 6 February 2024
  • 3 replies
  • 80 views

A Scorecard Mass Edit report lets you view the health scores of multiple Companies or Relationships simultaneously in a tabular format.

You can also make changes to the scores and embed it in a Dashboard or GS Home. Remember: Mass Edit reports can be created only on the Unified Fact object.

Big shoutout to @Tejaswini SSNV for putting together this helpful short video tutorial!

Link: 

https://share.zight.com/9Zu480bl

Hope this little tip proves useful.

Let us know if you'd like to see more content like this!

3 replies

Thank you @kiranpanigrahi !! 

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Great Job @Tejaswini SSNV 
Thank you for sharing @kiranpanigrahi

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How do I create 1 for a Relationship Scorecard?

  • Found it - there is a drop-down when you first open Scorecard Widgets for anyone else wondering.

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