Ratings and rating cards for account segmentation
Key Takeaway
Each rating is stored where its context lives: general ratings on Account, and product, territory, team, and address ratings on their own records. So one provider can rate differently in each context.
Ratings in Agentforce Life Sciences are strategic signals, such as importance, priority, or prescribing potential. They turn the account relationship model into consistent signals that teams use to prioritize accounts, organize them into segments, and coordinate outreach. Each rating is stored on the account or on the relationship record it describes, so one provider can rate differently by product, territory, team, or location. Admins arrange ratings as rating cards in a ratings layout. Users see the layout on the account's Ratings tab in the web and mobile app.
Where each rating is stored
A rating isn't one label on the account. Each rating is stored where its context lives, which avoids one-size-fits-all labels. Ratings come at these levels:
| Stored on | What it holds | |
|---|---|---|
| General ratings | Account | Overall provider signals that apply across products, territories, and teams, such as 'High Strategic Value' |
| Product ratings | Provider Account Product Info | Product-specific signals, such as prescribing potential, adoption, or advocacy |
| Territory ratings | Provider Account Territory Info | The provider's rating in a territory |
| Team ratings | Provider Account User Group Info | A group's own score for the provider |
| Address ratings | Contact Point Address | A rating for one of the provider's practice locations |
Because each rating sits on the record for its context, the same provider can be 'Top Priority' in the Bay Area territory and rank differently in another region. In the same way, different groups, such as a launch team, can score the same provider differently. Address ratings distinguish practice locations, so a provider's hospital can be rated 'High Traffic' while the provider's clinic is rated 'Medium'.
General ratings apply to all user profiles linked to the account. Product ratings support product-level targeting.
Address ratings appear only when an address exists. The default address used for address ratings comes from either the ProviderAcctTerritoryInfo object or the account's primary address.