IMPORTANT UPDATE
We have a plan to retire Scorecards 1.0 by February 15, 2021. After February 15th, users will not have access to the Scorecards 1.0 feature. Customers using this feature are requested to upgrade to 2.0 by that time. You can use the following resources to know about our plans, FAQs, and get started with Scorecards 2.0.

 

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