How You Assign a Customer Profile Quality Score to an Account

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

  1. Navigate to Application Composer.
  2. Click the Customer Profile Quality Configuration link in the Common Setup area of the navigation panel.
    Customer Profile Quality Configuration screen is displayed.
  3. Click Create and then click Start.
  4. Enter a name and description for the configuration and click Continue.
  5. 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.
  6. Similarly, select the child attributes, its weights, or values.
  7. 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.