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How to Configure Scorecard

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2 comments

  • Ryan Vanshur

    Will you be planning on supporting multiple score cards at some point down the road?

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  • eracmenk

    photo editing Salesforce will provide you with a 15 digit User ID, but ClientSuccess will need the 18 digit version. There are a number of free tools online that will take your 15 digit Salesforce IDs and convert them to 18 digit ones. Simply Google "15 to 18 converter", or use .

    • If you have users that do not need access to ClientSuccess (e.g. Sales Rep), you can set them up in the "Sales (Limited)" role.  These users do not impact your license count. .
    • We will pull the ID from Salesforce, do the lookup in ClientSuccess, and populate the friendly name in CS.  The friendly name will be populated in the "Assigned Sales Rep Association" pick-list field in ClientSuccess.
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