Prospect Scorecard - Detailed Package Components

Contact Object Custom Fields

• Lead Score - Formula (Number) - SUM of all fields listed below
  • Lead Score Component (Contact) - Formula (Number)
    • Formula to evaluate and score data points on the contact object.

Example:
If Lead Source = “Web” - 10pts
If Lead Source = “Event” - 20pts
If Lead Source = “Referral” -15pts
If EPS Code = “TX01,TX02,TX03”, 25pts
If Email Opt-out = TRUE, -25pts

• Lead Score Component (Activities) - Number
  • Aggregate of all score activity from the associated activity history records. Populated by the postTaskUpsert and postTaskDelete triggers.
• Lead Score Component (Email Activity) - Number
  • Aggregate of all score activity from the associated email broadcast member records. Populated by the postEmailBroadcastMemberInsert trigger.
• Lead Score Component (Event Activity) - Number
  • Aggregate of all score activity from the associated contact schedule item records. Populated by the postContactScheduleItemUpsert and postContactScheduleItemDelete triggers.
• Lead Score Component (Legacy) - Number
  • Aggregate of all score activity from the associated relationship records. Populated by the postRelationshipUpsert and postRelationshipDelete triggers.
• Lead Score Component (Lead Qualitative Score) - Number
  • Field that allows institution to add a manual score rating that will be factored into overall score. Ex. Desirability, Sentiment, etc.
• Last Lead Score - Number
  • Value of the last score evaluated within the contact record.
• Lead Score (Last Updated) - Date
  • The date of the last score activity

Activity Object Custom Fields

• Lead Score Component (Activities) - Formula (Number)
  • Formula to evaluate and score activity history records. Ex. Emails, Phone Calls, etc.

Email Broadcast Member Object Custom Fields

• Lead Score Component (Email) - Formula (Number)
  • Formula to evaluate and score contact email activity. Ex. Sent, Received, Viewed, Interacted, etc.

Contact Schedule Item Object Custom Fields

• Lead Score Component (Event) - Formula (Number)
  • Formula to evaluate and score event registration records. Ex. Confirmed, Attended, Event Type, etc.

Relationship Object Custom Fields

• Lead Score Component (Legacy) - Formula (Number)
  • Formula to evaluate and score relationship records. Ex. Legacy, Relationship Type, etc.

Apex Classes

• dataGenerator
• testDataGenerator
• calculateLeadScore
• testCalculateLeadScore

Apex Triggers

• postTaskUpsert
• postTaskDelete
• postEmailBroadcastMemberInsert
• postContactScheduleItemUpsert
• postContactScheduleItemDelete
• postRelationshipUpsert
• postRelationshipDelete

Visualforce Pages

• leadScorecard

Note: Email broadcast member data must be enabled for the email scoring component to function. Member data may be purged without affecting the scoring model.