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.
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.
Step 1: Query the Scorecard History (IF Applicable) (JBCXM__ScorecardHistory__c)
Grab: Record ID
Step 2: Delete from Scorecard History Object by Record ID