Admin Office Hours - 1/25/18

  • 22 January 2018
  • 3 replies

Userlevel 6
This thread is for the Admin Office Hours session for Thursday January 25th, 
2018.  Submit your questions to this thread and we'll address them during our session at 11am PST / 12pm MST / 1pm CST / 2pm EST.

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3 replies

We just implemented Scorecards 2.0 where essentially we have three scorecards, but they overlap in terms of report out.  For instance, we have a Flagship scorecard, an ITP Scorecard and a Dual Scorecard.  The Dual contains the same measures from BOTH the Flagship and ITP scorecard (where a customer owns both prod families but we do not have an overall rollup just two group scores).  How can I get reporting for all Flagship customers with their scorecard measures and overall or group score?  or use comments in other reporting, but again it could come from either scorecard?  I feel like I need to create an MDA for each set of customers?  Not sure how to accomplish that.  I also need to take the "group" score (or overall if it is not the dual scorecard) and write those values and RYG to the account object.  HELP!
Userlevel 2
We are taking a retrospective look at our scorecards and comparing overall scores to churn events over the past 6 months.  In order to generate a report on this intersection of data we're loading key data points into MDA and building a report from that object.  We are also in a transition to scorecards 2.0 and want to compare those scores on the same report.  I'm interested in some suggestions on how to best skin this cat - building dynamic reports with data from multiple objects that live in SFDC and MDA.
Userlevel 6
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