Add Account Plan Scorecard Score % to the Account Object

Owned by Anna Madajova
Last updated: Nov 22, 2023 by David Depman
3 min read

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.

Note:

  • If there is more than one Account plan on the Account, the value will always propagate the highest Scorecard Score % value.

e.g: Account Plan #1 has a Scorecard Score of 23% and Account Plan #2 has a
Scorecard Score % of 67%, the field will show the value 67%.

  • 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

 

  • Click on “ + “ button to add elements

  • Select Update Triggering Record

  • Named the Label - e.g. Copy Scorecard Score % value (API Name will populate automatically)

  • For Field Value select the created custom field on Account plan object > select $Record and field TSPC_SC_ScoreRatio_c , click Done

  • Save the flow

  • Activate the flow

 

How to Create Roll-up Summary field on the Account object:

Go to Gear Icon > Set Up > Object manager > Account > New

Step 1. Choose the Field Type

Select Rollup Summary

Step 2.

Field Label: AP SC Score % (Or as you choose)

Field Name: As you choose

Description: As you choose

 

Step 3. Define the summary calculation

Master Object: Account

Summarized Object: CP: Account Plans

Select Roll Up Type: Max

Field to Aggregate: AP Scorecard %

 

Step 4. Establish field- level security

As you choose (Or leave with default choices)

 

Step 5. Add to Page Layouts

Select the Layouts as needed