How to Show ARPEDIO Fields in a List View

You can surface ARPEDIO data such as the overall assessment score, individual area scores, and the last assessed date directly in a Salesforce list view. This is done by creating a custom formula field on the object that references the relevant ARPEDIO field, then including that field in your list view.

Creating the formula field

The steps below use the Account object and Overall Score as an example. The same process applies to other objects and ARPEDIO fields.

1. In Setup, search for Object Manager or navigate to it under Platform Tools then Objects and Fields.
2. Select the relevant object, for example Account.
3. Click Fields & Relationships, then click New.
4. Select Formula as the field type and click Next.
5. Enter a label for the field and set the format:
   • For a score field, choose Number with 1 decimal place.
   • For the last assessed date, choose Date/Time.
6. Click Next.
7. Enter a field label and field name, select Advanced Formula, then click Insert Field.
8. In the popup, navigate to ARPEDIO Assessment to find the available ARPEDIO Sales fields, sorted alphabetically. Area scores are stored as Element Score 1 through 15, reflecting the fact that the number of areas may vary between template versions. To include Matrix data, navigate to Current Matrix instead.
9. Select the field you want, for example Overall Score, and click Insert.
10. Click Next.
11. Select the user profiles that should have access to the new formula field and click Next.
12. Choose whether to add the field to the page layout, then click Save.

Adding the field to a list view

Once the formula field is saved, create or edit a list view for the relevant object and add the new formula field as a column. The ARPEDIO data will now be visible directly in the list view.