How to Set Up Scoring Rules

1. Configuration Steps

1.1 Step 1: Enter Basic Information

Enter basic information: includes Rule Name, API Name (auto-generated; editable but not recommended to change), Applicable Object, Description, Applicable Data Scope, and Data Update Method.

Applicable Object: only supports a subset of preset objects: Account, Opportunity, Leads, Contact, competitor line items, Opportunity 2.0, Opportunity 2.0 line items, Opportunity Contacts, User, Work Order, plus all custom objects.

Applicable Data Scope: supports tag application to a custom-defined scope — either all records or records that meet specified conditions.

Data Update Method: supports Real-time Update and Scheduled Update.

• Real-time Update: calculates scores and updates them in real time. When this is enabled, any create or edit operation on the data triggers a recalculation of that record’s score.
• Scheduled Update:
  • Daily: no specific execution day (runs every day)
  • Weekly: execution day can be set to any day Monday through Sunday
  • Monthly: execution day can be set to 1–31 or Last Day
  • Quarterly: execution day can be set to Day 1–15 or Last Day -1 to Last Day -15

1.2 Step 2: Configure Metric Rules

Tag rule configuration supports four major rule types: Basic Rules, Calculated Rules, Aggregation Rules, and Scoring Rules. You can add multiple rules of different types; rules operate independently of each other.

1.2.1 Basic Rules

Basic Rules: apply tags, modify field values, or perform similar actions on records within a custom-defined data scope. Business scenario: tag Accounts as “Key Account” when headcount > 10,000 and annual revenue > ¥100,000,000 RMB. Rule settings: - Rule Name: customizable - Metric: supports fields on the current object as metrics

1.2.2 Calculated Rules

Calculated Rules: suitable for complex calculations. You can use calculation results as tags/field values or to segment data into tiers. Business scenario: when order count >= 5 and the proportion of Work Orders to orders > 35%, tag the Account as “High Inquiry Account”. Rule settings: - Rule Name: customizable - Metrics: - Support inserting fields from the current object, fields from objects related to the current object, and global variables - Operators and functions follow the same rules as Calculation Fields; refer to Calculation Fields documentation - Return Type: supports Number, Currency, Percentage, DateTime, Date, Time, Text, Boolean - When a field in the formula is null, you can set the default to Null or Zero Note: after configuring the formula, click Syntax Check to validate and correct any syntax errors.

1.2.3 Aggregation Rules

Aggregation Rules: compute aggregated values and use the result as a tag/field value or to partition data into tiers. Business scenario: assign different tags to Accounts based on aggregated Sales Order amounts from the Account’s related Sales Orders. Rule settings: - Rule Name: customizable - Metrics: - Related Object: choose a related object of the current object - Aggregation Type: Count, Sum, Max, Min, Average - Field to Aggregate: only numeric and currency fields are supported - Null handling: for Max, Min, and Average, choose whether nulls default to zero or are excluded from the calculation (same logic as Calculation Fields) - Return Type: supports Number, Currency, Date, DateTime - Aggregation Data Scope: supports a custom data scope - All - Meet the following conditions: selectable fields are fields from the chosen related object

1.2.4 Scoring Rules

Scoring Rules: score records based on field attributes or behaviors and use the final score to assign tags or update field values. Business scenario: score Accounts by Industry, Headcount, Credit Rating, and Customer Attitude, then assign Account tiers based on the total score. Rule settings: - Rule Name: customizable - Metrics: supports selecting fields on the current object and lookup-related fields - Scoring assignments: - Dynamic Scoring: each score item can be configured to add or subtract points when conditions are met within that scoring item - Static Scoring: each score item can assign a fixed score when conditions are met within that scoring item

1.3 Step 3: Configure Rule Results

Use the metric rules defined in Step 2 to automatically tag records or modify field values.

• Auto-tagging: configure which tags to apply when records meet the metric rules.
  • Supports selecting any tags in Tag Management that apply to the chosen object
• Modify Field Values:
  • Support updating fields on the current object
  • Range Assignment: set different result values for the result field based on score ranges
  • Direct Assignment: assign the total score directly to the result field, recording the score in the object’s field

2. Other Operations for Tag Rules

After configuring a tag rule, you can Enable/Disable, Edit, Delete, or Recalculate it.

• Recalculate: the Recalculate button appears only when the tag rule is enabled. Even if Real-time scoring is not enabled, you can trigger bulk recalculation of historical data by using the rule’s Recalculate action.