How do I Implement Deal Registration, Opportunities, Certification, and Courses in Organization Scoring?
Introduction:
This guide covers the implementation of new features for Organization Scoring, focusing on Deal Registration, Opportunities, Certifications, and Courses. Each feature contributes to the overall organization score, reflecting various aspects of organizational achievements and activities.
Access Organization Scoring Setup:
Navigate to the organization scoring menu by navigating to this URL #setup/orgscoring or click on Setup> Scoring> Organization Scoring.
Implementing Deal Registration:
Go to the scoring page, on the Organization Scoring Rules tab click on the 'Create' button to create the rule.
Select the 'Deal Registration' option from the Organization User Activities icon. In this example, we choose the date range for the deal registration, such as between specific dates (e.g., 27th to 31st) and click on the ‘Save’ button.
Go to the ‘Organization Scoring Categories’ tab and click on the 'Create' button. Apply scoring for the created Rule by clicking on the 'Create' button. Drag and Drop the Rule in the conditions table and give the score from the info box.
Apply depreciation settings, category scoring triggers, and organization scoring triggers.
Create an organization list to verify which organizations have registered deals within the selected date range. Go to Setup> Company Smart Lists> Organization Lists
Check the scorecard to ensure the deal registration scores are applied.
Implementing Opportunities Scoring
Go to the scoring page and on the Organization Scoring Rules tab, click on the 'Create' button to create the rule.
Select the 'Opportunity' icon to create a rule. In this example, we used the condition to add the opportunity name.
Go to the ‘Organization Scoring Categories’ tab and click on the 'Create' button. Apply scoring for the created Rule by clicking on the 'Create' button. Drag and Drop the Rule in the conditions table and give the score from the info box.
Apply depreciation settings, category scoring triggers, and organization scoring triggers.
Verify the score application in the scorecard by checking the 'Opportunities' section.
Implementing Certification Scoring:
Go to the scoring page, and on the Organization Scoring Rules tab, click on the 'Create' button to create the rule.
Select the 'Certification' icon to create a rule. In this example, we used the condition any of the certifications passed.
Go to the ‘Organization Scoring Categories’ tab and click on the 'Create' button. Apply scoring for the created Rule by clicking on the 'Create' button. Drag and Drop the Rule in the conditions table and give the score from the info box.
Apply depreciation settings, category scoring triggers, and organization scoring triggers.
Verify the score in the scorecard under the 'Certifications' section.
Implementing Courses Scoring:
Go to the scoring page, on the Organization Scoring Rules tab and click on the 'Create' button to create the rule.
Select the 'Learning Management' icon to create a rule. In this example, we used specific course completion.
Go to the ‘Organization Scoring Categories’ tab and click on the 'Create' button. Apply scoring for the created Rule by clicking on the 'Create' button. Drag and Drop the Rule in the conditions table and give the score from the info box.
Apply depreciation settings, category scoring triggers, and organization scoring triggers.
Verify the score in the scorecard under the 'Certifications' section.
Final Verification and Application:
Ensure all the new features (Deal Registration, Opportunities, Certifications, and Courses) are implemented correctly.
Check the scorecard for each feature to confirm the scores are applied accurately.
Make any necessary adjustments or reapply the rules if the scores are not reflected correctly.
Conclusion:
The implementation of Deal Registration, Opportunities, Certifications, and Courses in Organization Scoring provides a comprehensive overview of an organization's achievements. By following these steps, organizations can accurately reflect their performance and activities through the scoring system.
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