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Salesforce Managed Package Relationship Explorer Custom Score Configuration

Updated over 3 weeks ago

In the Salesforce Managed Package the Relationship Explorer as a Relationship Score field that is designed to be customized. We suggest following these steps to full configure it.

  1. Go to Custom Settings - > Click Managed on the SigParser Custom Stttings and then click New

  2. Click the checkbox for Use Custom Scoring Flow

  3. Go to Flows and create a new Flow using Triggered Automations that is a Triggered Flow

  4. Select the Contact Relationship object and the radio button A record is created or updated
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  5. In the Toolbox create a new Resource as a Formula. Give it a name. The Data Type must be Text. Then define a formula. Here is an example one that is surrounded by TEXT(...).
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  6. Pick the field for Score and then the value should be the score formula you defined.

  7. Save the flow and then Activate it. The score should then run.

You can debug the field by clicking the Debug button and selecting a record.

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