Scorecards 1.0 Module Objects
Some of the most important SFDC objects used in the Scorecards 1.0 modules are described here. For more information on other SFDC and MDA Objects used in different modules, refer to Gainsight Object Glossary.
Scorecard Fact Object
This object is used in Scorecards 1.0 module to store the scores of the measures. For example; Mass Edit view in Reports and C360.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Scorecard Fact Name | Name of a Scorecard (Fact). |
| Account | Name of an Account. |
| Current Score Value | Value of the current score. |
| Is Overridden | Flag that indicates whether a specific score is latest or updated. |
| Previous Score Value | Value of the Previous score. |
| Score Last Modified By | User who last modified the score. |
| Score Last Modified Date | The date on which a score was last modified. |
| Trend Indicator | Trend of the score. Up / Down / Same. |
Scorecard History Object
This object is used in Scorecards 1.0 module to store the historical scores of the measures. For example; C360 and Reporting.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Account | Name of an account. Fields from the Account object are fetched into this object. |
| Log Date | Last log date of the scorecard in this object. |
| Scorecard Metric | Weekly / Monthly. Fields from the Scorecard Metric object are fetched into this object through this field. |
| Score Id | Fields from the Scorecard Scoring Scheme Definition like score, color, grade, etc. are fetched into this object through this unique Id. |
| Type | Account / Relationship |
Scorecard Metric Object
This object is used in Scorecards 1.0 module to store the different types, groups, and set of measures under each group. For example; Reporting.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Allow Override | This is used to specify whether the Grade / Score / Color is editable or not if already assigned. |
| Group Id | It gives name of the Group in a Scorecard. |
| Input Type | Manual / Calculated |
| Is Active | Flag that indicates whether a metric is in use. |
| Is Group | Flag that indicates whether a scorecard has a Group. |
| Metric Name | Name of a Metric. |
| Metric Type | Manual / Smart Sign |
| Period Type | Weeks / Months |
| Scorecard Scoring Scheme | Fields from the Scorecard Scoring Scheme are fetched to this object through this field. |
| Validity Period | This is used to specify the validity time of the Metric. |
| Weight | This is used to specify the weight in the overall customer level score calculation. |
Scorecard Scoring Scheme Object
This object is used in Scorecards 1.0 module to store the scheme types for the scorecard. For example; Reporting.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Customer Scheme | Flag that indicates whether you use the scheme for the customer overall health calculation. |
| From | First value in the Range assigned to a scorecard. |
| Is Enabled | Flag that indicates whether the scoring scheme is active or inactive. |
| Scheme Type | This is used to represent the scheme type. For Example, Grade, Score, Color, etc. |
| Scoring Scheme Name | Name of the Scoring Scheme. |
| System Defined | Flag that indicates whether the Scoring scheme is created by user or default with application. |
| To | Last value in the Range assigned to a scorecard. |
Scorecard Scoring Scheme Definition Object
This object is used in Scorecards 1.0 module to store the definition of the scores and scoring bands. For example; Reporting.
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Color | The color defined to a scorecard. |
| Display | The range from where the score is extracted from (Example: If score is 55, defined Range can be 50-75). |
| From | First value in the Range assigned to a scorecard. |
| Grade | The grade defined to a scorecard. |
| Is Active | Flag that indicates whether a scheme definition is in use. |
| Score | The score of a Scorecard. |
| Scoring Scheme Name | Name of the Scoring Scheme. |
| To | Last value in the Range assigned to a scorecard. |