Cascading Parent score from Scorecard 2.0 down to child accounts

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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)?
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smathew4

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Posted 2 months ago

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Karl Rumelhart, Official Rep

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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.