Page Comparison

Table of Contents

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- Indicates the type of question (See Symbols chart below)
- Allows you to add help text related to the question. Click on the icon to add your text.
- Shows the score value for relevant question and answer
- Move questions up and down in the category or move answers up and down in the relevant question.
- Edit the question or answer.
- Sync settings. Synchronizes the question with Opportunity or ClosePlan fields (propagate data to the Opportunity or Reports)
- Remove the question or answer.

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Info

title	Question Mode List

If your question Mode list does not have all available choices, then your organization may be missing some question Mode types. Please have your Salesforce Admin add the Question types manually here: LINK

Symbols Used

Sign	Type of question
	Question with User Scoring
	Free Text Answer
	Rich Text Answer
	Single-Select Answer
	Multi-Select Answer
	Yes/No Single-Select Answer
	Yes/No Multi-Select Answer
	Yes/No
	Yes/No free Text-Answer option
	Field
	Field free Text-Answer option
	Contact Tracking

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Checkbox - IsPrivate Date - CloseDate

Numbers / Currency / Percent - TotalOpportunityQuantity, Amount, Probability

Lookups - AccountId, RecordTypeId, CampaignId, Pricebook2Id, OwnerId, ContractId, TSPC__CPDeal__c

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Result - User view in Scorecard:

Unanswered Question:

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Answered Question:

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Add Answer into the Question

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Individual data can be propagated on the Opportunity layout or in the Reports.

Settings are made to the template from which you want to propagate data. If there are multiple templates (or multiple versions), you need to set up sync for each template (versions) from which data will be propagated.

To assign the sync, the custom fields on the Opportunity or ClosePlan need to be created. To propagate data to the Opportunity layout, the custom fields need to be created on the Opportunity.

Category Sync Setting

Go to Templates > open the Template from which you want to propagate data.
- Note: if there is more than 1 template or template version, and would you like to have data from every template or version, you must set the sync in each template/version.
Go to Scorecard > click the Category Sync settings icon

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Save
Repeat steps to set sync for other categories

Result on the Opportunity Layout:

Question Sync setting

Go to Templates > open the Template from which you want to propagate data.
- Note: if there is more than 1 template or template version, and would you like to have data from every template or version, you must set the sync in each template/version.
Go to Scorecard > click the Question Sync settings icon

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Select the Target Object from which the values will be propagated (Opportunity or ClosePlan)

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Select other values for individual fields from which you would like to propagate data and Save - The values must match!
- Note: If you don't have relevant fields on the Opportunity to propagate the data, you need to create them.

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Target Object - States to which object the values will be propagated (Opportunity or ClosePlan). If none is selected, fields sync will be entirely disabled. Select the object from where you created the Question field.
Primary Value Field - States to which field the value will be propagated
Secondary Value Field - States to which field the second value will be propagated. This field is for yes/no question with single or multi select answers and yes/no free text answers.
Score Field - Propagates the score number of the question.
Score % Field - PropagateS the score in %
Answer - Shows set answers for a question with the possibility to set the sync data propagation on the Opportunity
Picklist Value - Shows the set value for a selected answer
Text Answer Field - Shows the added text to the answer

Type of Question Sync settings

Sign	Question Type	Data type field
	Question with User Scoring	Score Field - number Score % Field - percent
	Free Text Answer	Primary Value Field - text Score Field- number Score % Field - percent
	Single-Select Answer	Primary Value Field - single picklist Score Field - number Score % Field - percent Picklist Value - set picklist value for the field selected in Primary Value Field Text Answer Field - text
	Multi-Select Answer	Primary Value Field - multi picklist Score Field - number Score % Field - percent Picklist Value - set picklist value for the field selected in Primary Value Field Text Answer Field - text
	Yes/No Single-Select Answer	Primary Value Field - single picklist yes/no Secondary Value Field - single picklist for answers values Score Field - number Score % Field - percent Picklist Value - set picklist value for the field selected in Secondary Value Field Text Answer Field - text
	Yes/No Multi-Select Answer	Primary Value Field - single picklist (yes/no) Secondary Value Field - multi picklist (for answers value) Score Field - number Score % Field - percent Picklist Value - set picklist value for the field selected in Secondary Value Field Text Answer Field - text
	Yes/No	Primary Value Field - single picklist (yes/no) Score Field - number Score % Field - percent
Image Modified	Yes/No free Text-Answer option	Primary Value Field - single picklist (yes/no) Secondary Value Field - text Score Field - number Score % Field - percent