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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. - Max Score - Shows the maximum score value for relevant question and answer
- Score: - Shows the value for a particular selection (In this case the question is a Picklist with 3 possible answers scoring 0, 25 and 50)
- 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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- Add an answer. 
- Enable to set color for the answer .
- Add text answer for relevant answer. -
- Set score for the answer. -
- Add an answer. -
- Remove an answer.
Scorecard question types
Question Mode List
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If your question Mode list does not have all available choices , (most likely missing would be 'Rich Text' and 'Contact Tracking' type), then your organization may be missing some question Mode types. Please have your Salesforce Admin add the Question types manually here: LINK Add 'Rich Text' and 'Contact Tracking' Question Types Manually |
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 |
Create Questions
- Click
button.
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For reporting on answers in Scorecards, if an answer is linked to a field on an Object, only Field question types are bidirectional. All other question types will only update Scorecard > Object when synced. |
Create Questions
- Click button and select the question type in the modal
In the New Question modal:
- Enter your Question text in 'Title'
- Select the Category (if you have created Scorecard Categories in the General settings)
- From Mode select the type of the question
- Based on the Add an optional code.
- Code allows Admins to refer to questions by a code. Codes can reference that specific question even if the question or answers change over time.
- Based on the selected question, choose if the answer will be Multi Select
or Single Select
, with or without Text Answer or other options presented - Add the Score
- Save
Example: Creating a Contact Tracking Question
The Contact Tracking question will require the User to identify and add one or more Contacts to the Scorecard Question for a required Role, Decision Status and/or Support Status
- Enter Question Text in 'Title'
- Select Category
- Select Mode (In this example, we will select Contact Tracking)
- Select Options (See additional screenshots)
- Assign Max Score
- Add optional Code
- Set the Max Score
- Set the Target Count
- Select Attribute (Based on your Org settings)
- Select Value
- Save
After Selecting Options 
, additional selections will be made based on your Organization's Settings.
The following are examples and may not match your settings.
With this step, you are adding a contact to the Scorecard Question that identifies a required Role/Decision Status/Support Status
Select the Target Count and the Attribute
Attributes:
If you choose Role, select the values present in your organization
If you choose Decision Status, select the values present in your organization:
If you choose Support Status, select the values present in your organization:
- Click Apply
Result in the template:
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Available Field Types: Picklist, Multi-Picklist, Lookup, Date, Text, Long Text, URL, Phone, Email, Currency, Number, Percent.
- These fields connect
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- to Custom fields or some Standard Fields from the Opportunity Object.
Note: Some Standard Opportunity Fields are not available by default and cannot be selected.
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You can add max. 4 fields to each Opportunity Field Question.
- Click button.
- Enter Select the question name > select the Category (if you have created Scorecard Categories in the General settings)
- Select Opportunity Field from Mode
- Click Edit Fields button and select the correct Field Type and Field
- Click Add Field button to add more fields (you can add max. 4 Fields)
- Fields can be reordered or deleted
- Click Apply to save it
- Set Score > To permit users to answer with a text answer, toggle the Text Answer button
- Savetype from the modal
- Enter Question Text in 'Title'
- Select Category
- Add optional Code
- Set the Max Score
- Toggle 'Text Answer' to allow for an additional Text Answer
- Select the 'Field Type'
- Select the Field.
- Available Fields will depend on your Org set up.
Example:
Creating the Question in the template:
Result - User view in Scorecard:
Unanswered Question:
Answer Question Modal:
Answered Question:
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
- Select the Target Object from which the values will be propagated (Opportunity or ClosePlan)
- 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.
- 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 | Sync Setting | 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 |
| Yes/No free Text-Answer option |
| Primary Value Field - single picklist (yes/no) Secondary Value Field - text Score Field - number Score % Field - percent |
Example of Question with single select answer sync settings:
I would like to propagate question values on the Opportunity layout with these fields:
- Name of the Question
- Number of score for selected answer
- % Score of the question
- Selected answer
- Additional added text to the answer
If you don't have relevant fields on the Opportunity to propagate the data, you need to create them.
Target Object: Opportunity
Primary Value Field: Name of the question
Score Field: Number of score for selected answer
Score % Field: Question scoring in %
Picklist Value: Set picklist for the name of the question. Selected answer will show the picklist value on the Opportunity.
Text Answer Field: Additional added text to the answer from the user
Sync settings in admin:
Selected answer for the sync question from the user in the Scorecard:
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