Populating Staff Score with a Scheduled Flow

Staff score can be populated automatically with a flow to help your team sort which Sales Rep would be the best fit for a specific Sales Appointment. For example, we want to schedule a big appointment with a rep who has a higher closing rate to ensure our company has the best possible chance of making the Sale.

Add the Score field to the Staff Page Layout.

Create a number field on the Sales Appointment called "Sold Count." This will be used to count if the Sales Appointment was Sold.

Create an Appointment Date formula field on the Sales Appointment that returns text.

Formula: DATEVALUE( i360core__Appointment_Date_Time__c )

Create a record triggered flow on the Sale when the record is created. 

Updated the related Sales Appointment Sold field to 1.

Create another flow that is Schedule Triggered on the Staff object. It will run when Active = True and Sales Capabilities Is Null False

Get all Sales Appointments where the following Custom Condition Logic Is Met:

1. Sales Rep 1 = Triggering Staff > Record Id
2. Appointment Date less than or equal Last 30 Days
   1. You will need to create a Formula Resource that returns Date to calculate Last 30 Days
      1. Formula: Today()-30
3. Status Equals Ran
4. Status Equals Not Ran

Note: You can adjust the time frame or Status of Sales Appointments you'd like to use to count towards this Staff Score.

Add a Loop element and Loop though the Sales Appointment Collection

Create two Variables with the Data Type of Number. One for Assigned and one for Sold. Set the decimal places and default values to 0. Be sure it is Available for Input and Available for Output.

Inside of the Loop, add an Assignment.

Assigned Add 1

Note: since all of the Sales Appointments we are looping through have been assigned to the record that triggered the flow, we can use 1 here

Sold Add Current Item from Loop > Sold Count

Create a Formula resource called Score Formula with the Data Type of Number.

Formula: ({!Sold}/{!Assigned})*100

Outside of the Loop, add an Update element to update the Staff. 

Add a filter condition to ensure Record Id = Triggering Staff > Record Id

Update the Score field with the Score Formula from the previous step.

Once completed, your flow should look like this:

Once your Scheduled Flow has ran, you will see the Score on the Staff record populated.

The Score field can be used to sort your Staff using the Dispatcher Tool.

The Staff Score can also be used to sort the Scheduling Calendar when Scheduling or Rescheduling a Sales Appointment.

Staff Score can sort the Staff Calendar in ascending or descending order.