Published at: 2026-09-17
Scoring rule management overview
Score business records across multiple dimensions and automatically apply tags or update field values.
Business value
CRM teams classify and profile data with business rules. Scoring rule management provides these benefits:
- Automated profiles: Apply tags to Accounts or Leads without manual maintenance.
- Multidimensional metrics: Combine object fields, detail summaries, and custom formulas.
- Flexible calculation: Recalculate in real time or with scheduled batch jobs.
Core mechanism
- Basic configuration: Select the object, data scope, and real-time or scheduled update method.
- Metric rules: Use basic conditions, formulas, detail summaries, or weighted scoring.
- Output: Apply a business tag or update an object field.