How to Set Up Scoring Rules

Configuration Steps

1.1 Step 1: Enter Basic Information

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Enter basic information including: - Rule name
- API Name (auto-generated, editable but not recommended)
- Applicable objects
- Notes
- Data scope
- Data update method

Applicable Objects:
Only supports preset objects: Account, Opportunity, Leads, Contact, Competitor Details, Opportunity 2.0, Opportunity 2.0 Details, Opportunity Contact, Personnel, Work Order + all custom objects.

Data Scope:
Supports custom tagging scope – either all data or data meeting specific conditions.

Data Update Method:
Supports real-time updates and scheduled updates.

• Real-time Update: Scores are calculated and updated in real-time. When enabled, any data creation or modification triggers recalculation.
• Scheduled Update:
  • Daily: No execution date
  • Weekly: Execution day options (Monday to Sunday)
  • Monthly: Execution day options (1st to 31st, or last day)
  • Quarterly: Execution day options (1st to 15th, or last 1st to last 15th)

1.2 Step 2: Configure Indicator Rules

Tagging rules support four types: Basic Rules, Calculation Rules, Statistical Rules, and Scoring Rules. Multiple rules can be added independently.

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1.2.1 Basic Rules

Define data scope to apply tags or modify field values.

Use Case: Tag enterprises with >10,000 employees and annual revenue >¥100M as “Key Accounts”.

Rule Settings:
- Rule name: Customizable
- Indicators: Fields from the current object

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1.2.2 Calculation Rules

Apply complex calculations to assign tags/field values or segment data.

Use Case: Tag accounts as “High-Support Clients” when order count ≥5 and Work Order ratio >35%.

Rule Settings:
- Rule name: Customizable
- Indicators:
- Fields from current/related objects or global variables
- Operators/functions align with calculated fields
- Return types: Numeric, currency, percentage, date/time, text, boolean
- Handle nulls: Set as empty or zero
Note: Use “Syntax Check” to validate formulas.

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1.2.3 Statistical Rules

Use statistical results (count, sum, max, etc.) for tagging/field updates.

Use Case: Tag accounts based on Sales Order amounts from related objects.

Rule Settings:
- Rule name: Customizable
- Indicators:
- Related object: Select associated objects
- Statistic type: Count, sum, max, min, avg
- Field aggregation: Numeric/currency fields only
- Null handling: Zero or exclude (for max/min/avg)
- Return types: Numeric, currency, date
- Data scope: All or filtered

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1.2.4 Scoring Rules

Score fields/behaviors to assign tags/values.

Use Case: Score accounts by industry, employee count, credit rating, and engagement to tier them.

Rule Settings:
- Rule name: Customizable
- Indicators: Fields from current/lookup-related objects
- Assignment methods:
- Dynamic: Adjust scores conditionally
- Direct: Assign fixed scores

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1.3 Step 3: Set Rule Outcomes

Apply tags or modify field values based on configured rules.

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• Auto-Tagging: Assign tags from the tag library if conditions are met.
• Field Updates:
  • Modify current object fields
  • Range assignment: Map score ranges to specific values
  • Direct assignment: Record total scores directly

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Additional Tag Rule Operations

After configuration, rules can be enabled/disabled, edited, deleted, or recalculated.

• Recalculation: Available only when rules are enabled. Manually triggers batch processing for historical data, even without real-time scoring.

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