You can map Pipeline Predict and Qualification Scores to custom CRM fields using Demandbase Calculated Fields. This allows you to sync predictive score data to your CRM for reporting, filtering, automation, and other workflows.
You can create the following calculated fields for predictive scores:
| Calculated Field Type | Definition | Field Values |
| Predictive Score | Predictive score for the account. | Numerical value (for example, 0.88, 0.99). |
| Predictive Score - Opportunity Type Important: Only available for Pipeline Predict Scores. |
Pipeline Predict Score type based on opportunity. |
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Prerequisites to Map Predictive Scores to CRM Custom Fields
- You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
- Read Understanding Pipeline Predict Scores and Understanding Qualification Scores.
Map Predictive Scores to CRM Custom Fields
- In your CRM, create a custom field for the Account object
- Log in to Demandbase.
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From the left navigation bar, go to
Settings > Platform > Demandbase Calculated Fields.
- Click Create New.
- For Predictive Score, configure the following:
- Data: Select Predictive Score.
- Score Type: Select Pipeline Predict or Qualification Score.
- Predictive Score: Select the score.
- Map to [CRM] Field: Select the CRM custom field you created in step 1.
- For Predictive Score - Opportunity Type, configure the following:
- Data: Select Predictive Score - Opportunity Type.
- Predictive Score: Select the score.
- Map to [CRM] Field: Select the CRM custom field you created in step 1.
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Click Save.
Outcome of Mapping Predictive Scores to CRM Custom Fields
After you save the calculated field, Demandbase makes the data available according to its data processing schedule. The mapped Predictive Score data is synced to your CRM.