Pass C360 overall score to summary section of R360

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  • Updated 6 months ago
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I have a customer that is trying to pass the overall score from the C360 to the summary section of the R360.  Currently we do not have a way to show account health score in the summary.
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Chris Mudd, Employee

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Posted 6 months ago

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Aditya Marla, Employee

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Hi Chris,

Would adding a field which contains the 'Account Score' in the Summary section of the R360 work? If you using Scorecard 2.0 then you would need a rule to populate the current account score into a field in the Account/Customer Info object in salesforce to be able to add it. 
(Edited)