Loading
Feature Disruption - Service Cloud VoiceRead More
Feature degradation | Gmail Email delivery failureRead More
Marketing Cloud Next
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create People and Account Scoring Rules for a Business Unit

            You are here:

            1. Salesforce Help
            2. Docs
            3. Marketing Cloud Next

            Create People and Account Scoring Rules for a Business Unit

            To begin scoring leads, contacts, prospects, and accounts, create scoring models and use default scoring rules or customize them. When you create a scoring model or scoring rule for a business unit, you work from the business unit settings page instead of the main scoring model page in Salesforce Setup. Otherwise, the steps are the same.

            Required Editions

            Available in: Salesforce Enterprise and Unlimited Editions with Marketing Cloud Next Advanced Edition
            User Permissions Needed
            To manage and publish scoring models:

            Configure Marketing Cloud Scoring Models

            AND

            Data Cloud Architect
            1. Create identity resolution rulesets for the Individual and Account objects.
            2. Create a scoring model.
              1. From Setup, in the Quick Find box, enter Business Units and select Business Units.
              2. From the Business Units list page, select a business unit.
              3. In the Optimization and Personalization section, click Scoring Models, and then click New.
              4. Follow steps 2–7 of Create a Scoring Model.
            3. Create custom scoring rules.
              1. In the Scoring Rules section of your business unit settings, select a scoring model.
              2. Follow steps 2–8 of Create a Custom Scoring Rule.

            For more information, including important considerations and how to create more complex rules, see Score People and Accounts in Marketing Cloud Next.

             
            Loading
            Salesforce Help | Article