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Topics#Sales And MarketingSara Monksfield's Question
Sara Monksfield (RSC) asked in #Sales And Marketing
Dec 17, 2014, 2:11 PM

Has anyone set up a customer engagement score on an account?

I've been asked to track the engagement of customers, using products purchased as one of the criteria. Certain products could get higher marks than others. Would we just set this up as a custom field on Asset and then do a roll up on Account?

 

Has anyone successfully done this sort of thing, if so, how did you achieve it?

 

Many thanks
1 answer
  1. Aaron DeRan (Deloitte)
    Dec 17, 2014, 11:29 PM
    Well Assets are not supported in Roll Up Summary Fields, but Opportunities are. Depending on how you use Opportunities and and Opportunity Products, you could create roll ups through them.

     

    For example, you can create RUS fields on the Opportunity object to roll up a COUNT of a product or type of product. Then you can have a RUS field on the Account object that COUNTS Closed Won Opportunities with a value greater than 0 for your RUS field. Does this make sense?
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