IMPORTANT UPDATEScorecards 1.0 is officially retired as part of the 6.22 release. The sunset of this feature is now complete. Please use Scorecards 2.0 to monitor the dimensions of your customer’s health. For more information on Scorecards 2.0, click here.
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) and 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