Add Account Plan Scorecard Score % to the Account Header

Owned by David Depman
Last updated: Apr 25, 2023
3 min read

Inspired by a Client’s idea

Adding the Account Plan Scorecard Score % to the Account Header requires:

  • Assigning one Account Plan as the ‘Primary’ Account Plan

  • Creation of a Custom Formula Field on the Account

  • Adding that field to a new or existing Compact Layout.

Please Note:

The field will reflect the Scorecard Score % on the Primary Account Plan only.

If your Account Plan Scorecard score is numeric (and not a %), follw these instructions but change the relevant steps to show numbers, not percent.

Note: Each Organization is unique, so there may be steps needed that are not represented here. If this is the case, please reach out to People.ai Technical Success here.

 

Set an Account Plan as Primary

In the Account Plan list, select the edit arrow and assign Primary to an Account Plan of your choice.

Create the Custom Field

Go to the Gear icon > Setup > Object Manager > Account > Fields & Relationships > New

Step 1. Choose the field type

Type: Formula

Next

Step 2. Choose output type

Field Label: AP SC Score % (Or name it as needed: Scorecard Score %, Account Score %, etc.)

Field Name: SUBS_APSCScore

Formula Return Type: Percent

Options: Decimal Places: 2

Next

 

Step 3. Enter Formula

Select the Simple Formula tab

Select Field Type: Opportunity

Insert Field: -- Insert Merge Field --

In the formula field, enter: TSPC__CPAccountPlan__r.TSPC__SC_ScoreRatio__c

Click the 'Check Syntax' button to ensure there are no errors

Description: Fill in as needed

Help Text: Fill in as needed

 

Next

Step 4. Establish field-level security

Select the needed Field Level Security for Profile (To select All, click the 'Visible' box on the column header until all boxes are checked)

Set all selected to 'Read Only' or as desired.

Next

 

Step 5. Add to page layouts

Leave as is or modify as needed

Save

 

Add the new AP Score % to the Account Header

Go to the Gear Icon > Setup > Object Manager > Account > Compact Layout

If the only Compact Layout is ‘System Default’

Clone the Layout and assign a new name. e.g. New Header


Add the new Field to the Compact Layout

Open the new Compact Layout and click Edit.

Move the Field from Available Fields to Selected Fields.

Save

Save

Result:

 

The Primary Account Plan will update the field. If no Primary Account is selected, the field will not update