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Load Scorecard 2.0 data to CustomerInfo object

This tutorial explains you the process of loading Scorecards 2.0 data to the Customer Info object By loading Scorecard 2.0 data to Customer Info object you can have all the customer related information in one object and easily generate reports. Scorecard 2.0 values/data reside in MDA and CustomerInfo object contains all the other info related to customers. By adding the scoring information as well to the Customer Info object, all the customer info can be found at one place (CustomerInfo). 

Firstly, create two custom fields in the Customer Info object to store Current and Previous scorecard 2.0 scores. 

  • Current score 2.0 of Number datatype - To store current scores. 
  • Score Previous 2.0 of Number datatype - To store previous scores.

Create Custom fields on Customer Info object

  1. In Salesforce, go to Setup > Create > Objects
  2. Click the Customer Info object.

Create Custom fields on Customer Info object.gif

  1. Click New in the Custom Fields & Relationships section. 
  2. Select Number as the data type and click Next

Create Custom fields on Customer Info object1.gif

  1. Specify Field Label as Current Score 2.0
  2. Click Next and proceed to Step 4. 

Create Custom fields on Customer Info object2.png

  1. Click Save and repeat the process from Step 3 to add Previous Score 2.0 as Field Label.

Create Custom fields on Customer Info object3.png

Two new fields are created with the names Current Score 2.0 and Previous Score 2.0. These two fields are used to store scorecard data from 2.0 in Customer Info object. 

Create a Rule to fetch and load scorecard 2.0 data

In this rule, two datasets are created. The first dataset uses the Scorecard Fact object as the source to fetch the required data. The second Dataset is uses the Account object in Salesforce.

Create First Dataset

This Dataset fetches data from the Scorecard Fact object.

  1. Navigate to Administration > Operations > Rules Engine.
  2. Click + RULE.
  3. Perform the following details:
    1. In the Rule For field, Select Account.
    2. In the Rule Name field, enter a name for the rule.
    3. (Optional) From the Folder drop-down menu, select a folder foe the rule.
    4. (Optional) In the Description field, enter a description for the rule.
    5. Click NEXT.
  4. Click DATASET.
  5. Select Matrix Data as the source.
  6. Select the required Scorecard Fact object (here it is Company Scorecard Scorecard fact object).


  1. Drag and drop the following fields to the Show section.
    • Company Id
    • Company Id -> Current Score -> Score (Number Data type)
    • Company Id -> Current Score -> Score (Number Data Tyoe)
    • Comments
    • Company Id -> SFDC Account Id
  2. Click SAVE.
  3. Click <-.
Create Second Dataset

This dataset is required to fetch the Account ID field from the Account object. The Load to Customers Action Type can be used only when the Account Id field is present in your dataset. 

  1. Click + TASK and select Dataset.
  2. Select Account as the source object.
  3. drag and drop the ID field to the Show section.
  4. Click SAVE.
  5. Click <-.


Create Merge Task

This task merges data from the above datasets.

  1. Click + TASK and select Merge.
  2. In the Task Name field, enter a name for the task.  
  3. Select the Datasets created in the above two sections.
  4. Select Retain common datasets from both datasets , as the Join type.
  5. Map the Id field from Account object with the Company Id -> SFDC Account Id field of the fact object.


  1. In the Output Field Label, ensure that no two fields have the same name.
  2. Click SAVE.
  3. Click Setup Action.


Setup Action
  1. Click + ACTION and select the Merge Task. 
  2. Select Load to Customers as the Action. 


  1. Map the following items on this page: 
    1. Current Score with Current Score 2.0 (Double)
    2. Previous Score with Previous Score 2.0 (Double)
    3. SFDC Account ID with Account (Reference)
    4. Comments with Scorecard Comments (Text Area)


  1. Save the action. 
  2. Proceed to Schedule step and schedule the rule as per your requirement. 
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