Configure a score based on the completeness and attribute values of a customer profile.
You can then use a batch process to assign and maintain
the score as an attribute of the account profile.
Configure and Activate a Scoring Model
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Navigate to Application Composer.
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Click the Customer Profile Quality Configuration link in
the Common Setup area of the navigation panel.
Customer Profile Quality Configuration screen is displayed.
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Click Create and then click
Start.
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Enter a name and description for the configuration and click
Continue.
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Select the attributes that will determine the quality of the records. You can
also assign weights for the attributes to increase or decrease their impact on
the score. If you provide a value for the selected attributes, only records with
the specified value are selected.
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Similarly, select the child attributes, its weights, or values.
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Review the details. Click Save to save the configuration
and click Activate to activate this configuration. If you
click Activate, the configuration that’s currently active becomes
inactive.
What to do next
- When you activate a customer profile quality score configuration, a
recurring scheduled process with a daily frequency is automatically
submitted to run the scoring job on your account records. To change the
frequency of the scheduled process, use the standard Scheduled Process
interface to define and submit a new Schedule Scoring Process job.
- You can create saved searches based on Profile Quality Score and sort the
records. Note that the records with the highest scores are complete with
better quality.