Defining and executing scorecard criteria
A scorecard set can have many scorecards associated with it. You can define the criteria, the scorecards satisfying those are considered for arriving at the final score. Scorecard criteria can be defined on any object and any field within the object, from the Salesforce database. For example, bank data or credit report data. Based on whether you selected the Use Input as Score option, you must configure the required set of fields to define the scorecard criteria.
Scorecard criteria can be evaluated as:
Discrete (Binary) rules - Yes or No, Pass or Fail type of dichotomous scenarios.
Positive weighted scores - A weight is assigned to a positive score value. If the criteria is evaluated to be true, the score is multiplied by the weight.
Negative weighted score - A weight is assigned to a negative score value, resulting in a negative weighted score.
Prerequisites
The following is a prerequisite to defining execution criteria:
The standard Salesforce page for the New action of Execution Criteria object is overridden by the custom VisualForce page manageExecutionCriteria.
To do this, go to Setup, Objects, Execution Criteria object, Buttons, Links, and Actions. Select Edit next to New action. Override the standard page.
Steps
Perform the following steps to set up the scorecard criteria:
If you cleared the Use Input as Score check box:
In the Scorecard Detail page, select New Scorecard Criteria.
The New Scorecard Criteria page is displayed.
Select the Related Object. For example, Employment Information. The drop down list of options is displayed based on the object type you selected in the procedure above.
Select the Field Name of the object selected above, that is evaluated in the criterion. For example, Number of Years in Employment. The field's API name is displayed automatically.
Select the Lookup Object Field Name on which the criteria must be defined, if you selected a lookup object in the previous step.
Specify the Weight for the input value. For example, specify 5. If the applicant has been working for 5 years, the total score is 5*5 = 25.
Select Save.
Select New Execution Criteria.
In the Select Execution Criteria Record Type section, select Record Type of new record field = Scorecard.
Select Continue.
Select the Field Name of the object selected above, that is evaluated in the criterion. For example, Number of Years in Employment. The field's API name is displayed automatically.
Select the Matching Type. This is the operator for evaluating the value. For example, >, =, <=, or BETWEEN.
If you selected BETWEEN as the operator, specify the Minimum Value and the Maximum Value between which the object's value must lie. This is the value against which the user's data will be matched. For example, specify 4 and 7 respectively. Else, specify the Matching Value. For example, specify 5.
Specify the Weight to be applied to the score to arrive at the weighted score. For example, specify 5.
Specify the Score to be assigned if this criteria is met. For example, specify "2".
If the applicant has been working for 5 or more years, the total score will be 5*5*2 = 50. If the applicant has been working for less than 5 years, score will be zero.
Select Save.
Select Submit for Approval
If you have selected the Use Input as Score check box:
In the Scorecard Criteria Detail page, select New Scorecard Criteria .
The Scorecard Criteria page is displayed.
In the Scorecard Criteria Details section, specify the Scorecard Criteria Name.
In the Scorecard Criteria section, select Add New Criteria + icon.
Select the Related Object. For example, Employment Information.
The drop down list of options is displayed based on the object type you selected in the procedure above.
Select the Field Name of the object selected above, that is evaluated in the criterion. For example, Number of Years in Employment. The field's API name is displayed automatically.
Select the Lookup Object Field Name on which the criteria must be defined, if you selected a lookup object in the previous step.
Select the required Operator field from the drop down list.
Specify the Value field.
Go to Evaluation Criteria section and specify the Evolution Rule .
In the Actions section:
For each Success Action and Failure Action,and select Add Parameter .
Specify the Parameter Name and Parameter Value fields.
Select Save.
Field reference
| Field Name | Description |
|---|---|
| Related Object | The object for which the scorecard is created. This is the object type you select while creating the scorecard |
| Field Name | The field whose value is evaluated through the scorecard criteria. This is a mandatory field. |
| Lookup Object Field Name | The value of the lookup object selected in the Field Name field. |
| Scorecard Object Reference | The Salesforce object name for the scorecard. |
| Matching Type | The operator that needs to be used in defining the criteria. |
| Matching Value | The value against which the value of the field on which criteria is being defined needs to be compared |
| Maximum Value | Maximum value of a range when using BETWEEN operator. |
| Minimum Value | Minimum value of a range when using BETWEEN operator. |
| Field API Name | This is a display only field and displays the Salesforce API name for the field selected for the scorecard. |
| Field Type | The data type of the field on which criteria is being defined. Supported data types include: Double, Decimal, Number, Currency, Percent, String, Picklist, Lookup, Email, ID, URL, Phone, and Boolean. |
| Weight | The weight assigned to the score calculated for the criteria. This can be any number. The weights assigned to all criteria must add up to the total weight defined for the scorecard. This is a mandatory field. |
| Score | The score you want to define for the criteria. This can be any number. This is a mandatory field. |