Create Scorecard Score % field on the Opportunity Object

Owned by David Depman
Last updated: Dec 30, 2024
2 min read

Create the Scorecard Score % field on the Opportunity Object to display the ClosePlan Scorecard % score on ‘Opportunity’ based Reports.

Create New Custom Field:

Go to the Gear icon in the top right > Setup > Object Manager > Opportunity > Fields & Relationships > New

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Step 1. Choose the field type

Type: Formula

Next

Step 2. Choose output type

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

Field Name will auto-fill as Scorecard_Score → change to: CP_ScorecardScore

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__CPDeal__r.TSPC__ScorecardScoreRatio__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

Add the field to desired page layouts

Example:

Save