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Set Up Radius Scoring for Salesforce

Set up Radius Scoring to prioritize high-fit businesses so your sales team knows who to take action on first.

Radius can sends scores and grades to the Salesforce Lead and Account object. Scores for matched Open records existing in your CRM sync every 30 minutes. Any new records added to your Salesforce automatically receive a score once they are matched. Plus, all the net-new Radius records you deploy are given a score.

Who can use this feature?

  • Customers who integrate Salesforce with Radius.
  • Users with Administrator role and Radius Scoring permission.

widget.png Take a tour! Log in to Radius, then click the walk-thru icon on the Scoring page.

Considerations for Radius Scoring for Salesforce

  • The goal you select must have at least 100 Won and 100 Lost records to score records. For best results, we recommend you have more than 1000 Won records and more than 1000 Lost records.

Create Custom Fields for Radius Scoring in Salesforce

In Salesforce, create custom fields for Radius scores and grades on the Lead and Account object. We recommend you name them Radius Score and Radius Grade.

  • Radius Score. Make sure the field type you choose can receive numerical values. For example, a number from 1 to 100.
  • Radius Grade. Make sure the field type you choose can receive letter values. For example, A, B, C, and D. 
Need help with Salesforce? Here's how to create custom fields. (Note that Salesforce maintains its own documentation.)

Set Up Radius Scoring

Radius scoring can take a few hours to finish. We’ll send you an email when the sync is done. After you set up Radius Scoring, we sync every 30 minutes to make sure new records are scored and existing records are updated if they change.

  1. From the main menu, click Integrations.

    Main-Menu>Integrations.png

  2. Under Integrations, click the integration you want to set up scoring for.
  3. Click the Scoring tab.
  4. Follow the flow to select your goal, map fields you’ll send Radius scores and grades to, and set your grade ranges.
  5. Click Save and Sync Scores. 

Create a List View in Salesforce

After you set up Radius Scoring, create a list view in Salesforce for leads and accounts showing Radius Score and Radius Grade. Make the list view available to your sales team, as appropriate.  

Need help with Salesforce? Here's  how to create a custom list view in Salesforce Classic. (Note that Salesforce maintains its own documentation.)
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