Occasionally during the initial implementation of Scorecards, a customer might need to remove their existing measures and any data associated with them, and start clean. You may use any DataLoader to perform these steps. IMPORTANT: Once data is deleted it is unretrievable, unless a backup was made prior. Make sure to follow these steps carefully, especially to UPDATE customer info. These steps will clear ALL scorecards.

SCORECARD FACT:

Step 1: Query the ScorecardFact Object (JBCXM__ScorecardFact_c)

Grab: Record ID

Step 2: Delete from ScorecardFact Object by Record ID

SCORECARD CUSTOMER INFO:

Step 1: Query the Customer Info Object (JBCXM__CustomerInfo_c)

Grab: Record ID, JBCXM__CurScoreId__c, JBCXM__PrevScoreId__c, JBCXM__ScorecardComment__c

Step 2: FOR CUSTOMER INFO  UPDATE by Record ID

  • Make sure JBCXMCurScoreID_c, JBCXM__PrevScoreID__c, JBCXM__ScorecardComment__c columns are blank.
  • Before updating by RecordID make sure that your dataloader has “Insert Null Values” checked.

SCORECARD HISTORY:

Step 1: Query the Scorecard History (IF Applicable) (JBCXM__ScorecardHistory__c)

Grab: Record ID

Step 2: Delete from Scorecard History Object by Record ID