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A customer has multiple scorecards applied at different stages (Adopting, Implementation, New Customer etc.). They want to create a rule that can copy the current score of different measures to the appropriate field in Salesforce.

Problem is that it hard to know which scorecard is currently applied to the customer. 

1. Unified Scorecard fact - company: This object holds data at the scorecard level. So for a given account, multiple scorecards might be applied at different stages and hence this object holds all the details of corresponding scorecards.

2. Company: Whereas Company object holds data for a given company and the current scorecard that is applicable for it.

Hence I have added a filter to the transformation task in the rule where it says Unified's scorecard name = company's scorecard name this will let us filter the current scorecard's measures.

@minh_phan , please consider adding this information in the documentation so that it is easily searchable.

Thanks @shivani for the help here!

@meenal_shukla Thank you for writing here. Redirected to documentation team too.

 

@meenal_shukla you can use the is_active flag in unified scorecard fact to filter for records from only the current scorecard.

What happens if more than one scorecard are active though? I was getting multiple rows for different scores if I did not add that filter.

For a particular account, there can only be once active scorecard at a given point in time. When you use this filter, the corresponding scorecard for the account is shown.

 

Regards,

Shantan

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