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Integrating and distinguishing 3 account score sets in Salesforce — Cloud Customer Connect
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Integrating and distinguishing 3 account score sets in Salesforce

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edited Jul 13, 2021 4:50PM in DataFox 2 comments

Summary

How do I best distinguish between the 3 score criteria sets and integrate 3 different score sets in Salesforce?

Content

Currently, our DataFox is connected to Salesforce with successful bulk syncs. We currently have 1 default score set that flows to a field in Salesforce called "Account Score". I wish to publish 2 additional score criteria sets in order to apply them to different sales segments. How do I best distinguish between the 3 score criteria sets and integrate 3 different score sets in Salesforce? Do I need to create new fields in Salesforce? Also, is there a way to automate which score criteria set is applied to each user or type of account?

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