Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

An Account can have multiple Account Plans, and so can have multiple Scorecards. Because of this, there is no function to propagate the Account Plan Scorecard Score % to a field on the Account Object because there are multiple answers.

However, if there is only one Account Plan on the Account, the AP Scorecard Score % can be presented in a field on the Account Object via custom fields and flow.

...

  • The field will propagate the value when a record is created or changed. So if there are already existing Account Plans with Scorecard Score %, the field will only show the value when a change in the scorecard is made. 

Steps:

  1. Create custom data type field “percent” on the CP: Account Plan object

  2. Create flow

  3. Create custom data type field “Roll-up summary” on the Account object

How to create the flow:

  • Go to Setup > Flows > New Flow > Record-Triggered Flow > Create

  • Configure Start, as is highlighted in the pictures > Done

...