Cascading Parent score from Scorecard 2.0 down to child accounts

  • 1
  • Question
  • Updated 2 months ago
  • Answered
Hi everyone!

We have a use case where some account types have child accounts which do not have their own score. In these instances, we only track usage and generate scores at the Parent level. Is there a way we can assign the score of a parent account to its child account(s)?
Photo of smathew4


  • 120 Points 100 badge 2x thumb

Posted 2 months ago

  • 1
Photo of Karl Rumelhart

Karl Rumelhart, Official Rep

  • 10,240 Points 10k badge 2x thumb
You could write a rule to populate the score for non-parent customers based on the (ultimate) parent.  The main work will be in the Bionic Query (the "setup" part).  The simplest case is if you have a field with "ultimate parent" on each account, or if you have only a two level hierarchy.   You can query for Accounts and filter down to those which are children accounts and merge with scorecard info from the ultimate parent accounts.  In the end you get a data set with each non-parent account and the score(s) from their ultimate parent. Now it is simple to Set the Score for the child accounts.