Technical Guide

This page contains technical information for experienced Salesforce administrators who are looking for a deeper explanation of the key jobs.

API usage

In general, you should not need to worry about the Mailchimp application using up your inbound API limits.

Custom Objects

When the installation has been completed, the Salesforce objects below will be created in your Salesforce Org. These objects contain either records or settings required for our application to work. Our product has been designed to be self-contained, not to impact standard objects.

  • Data_Score__c - This object stores details and metadata around metrics, such as the SOQL query used to get the score, the name of the score, the last time the metric was processed, and its category. It allows for updates and customization by users.
  • Data_Score_Settings__c: This metadata object stores template scoring rules, which can be copied and customized by users. It includes fields like SOQL queries, points, and criteria.
  • Data_Score_Log__c: This metadata object stores template scoring rules, which can be copied and customized by users. It includes fields like SOQL queries, points, and criteria.
  • Data_Score_Category__c: This object categorizes data scores and includes fields like description, status, and last process date.

Our object structure should not be customized, as it may stop our application from working correctly or stop automated upgrades.

Sandboxes

You can install our integration in one or more sandboxes. You can also refresh a sandbox and our application will be copied across below is some more detailed information.

How to Uninstall

If you have purchased our product and have an active subscription you will need to contact us first. Once your subscription is canceled or you are in trial follow these steps:

1. Log in to Salesforce
Use an account with System Administrator permissions.

2. Navigate to Installed Packages
Click the gear icon (Setup) in the upper right corner.In the Quick Find box, type “Installed Packages” and select it.

3. Locate “Scoring Made Easy”
Find Scoring Made Easy in the list of installed packages.

4. Click “Uninstall”
Click the Uninstall link next to the Scoring Made Easy package.

5. Review the Uninstall Page
Salesforce will show a list of components (e.g. custom fields, objects, etc.) that will be removed. Scroll to the bottom and choose whether you want to save a copy of the package data or delete it permanently.Acknowledge the Warning Tick the box acknowledging that you understand the package and associated data will be removed.

6. Click “Uninstall”
Finalize the uninstallation process by clicking the Uninstall button.Wait for ConfirmationSalesforce may take a moment to process. Once complete, you’ll see a confirmation message, and the package will be removed from your org.

You need to be a Salesforce system administrator to peform the uninstall process.

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