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A
Anonymous
February 11, 2014
Question

Creating behavioral and demographic scoring

  • February 11, 2014
  • 4 replies
  • 1795 views
Hi- I was wondering if anyone could help with the exact problem that is mentioned in this article (doesn't go into detail as to the solution)- true

I've created the custom "behavioral" and "demographic" fields in salesforce; I'm not sure what to do next. Thanks!
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4 replies

A
Anonymous
February 11, 2014
If those fields are created you need to build the programs for updating their respective scores. And then update your stars and flames to use your new scoring fields. This is found under Sales Insight in the Admin panel. 


Edward_Masson
Edward_Masson
Level 10
February 11, 2014
Jeffrey is spot on here.
To give you a basic heads start, import the Lead Score program from the Template library. This will give you an idea on how to use the new custom fields with the Lead score field.
    A
    Anonymous
    July 10, 2015

    Hi Ed,

    Can you direct me to where the Lead Score program in the template library is?

    Thanks,
    Laura

    Josh_Hill13
    Josh_Hill13
    Level 10
    February 12, 2014
    You will also need to modify the two fields in  Admin > Field Management and change their Type to "Score" before they appear in the Change Score flow.
    Edward_Masson
    Edward_Masson
    Level 10
    July 10, 2015

    If you have the access rights set be your administrator, it should be the top nav in the Marketing Activities section. Click on new and find the Import Program.

    Choose your subscription section (incase you have multiple instances or sandboxes to import from). Then select the appropriate program by scrolling down to fine the lead scoring program.

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