MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Account Scorecard

By Whetstone Inc.

Not all customers are equal

No Ratings
Starting at $25   USD/user/month
Try It
Industries
Healthcare & Life Sciences
High Tech
Manufacturing
Business Need
Sales Intelligence
Requires
Sales Cloud
Compatible With
Sales Cloud

Unleash the power of strategic customer management with our revolutionary Salesforce app, Client Scorecard. This cutting-edge tool is designed to transform how you analyze and understand the dynamics of your customer relationships.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Additional Requirements
Lighting Experience

App Details

Version
Client Scorecard/CS 1.1.6 1.6.0
Listed On
01/25/2022
Latest Release
11/17/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 8
Custom Tabs: 5
Custom Apps: 2
Lightning Components
Global: 6
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.2.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
12/28/2021

Additional Details

Elevate Your Customer Performance Analysis in Salesforce Unleash the power of strategic customer management with our revolutionary Salesforce app, Client Scorecard. This cutting-edge tool is designed to transform how you analyze and understand the dynamics of your customer relationships, providing actionable insights that drive strategic decision-making. Key Features: Comprehensive Performance Analysis. Visual Appeal with Balanced Scorecard Heat Map. Zone Graph for Strategic Insights. Generate Shareable PDF Reports. How It Works: Install and Integrate. Attribute Configuration. Visualize Performance. Generate Reports. Unlock Strategic Customer Management: Client Scorecard empowers you to strategically manage your customer relationships like never before. By providing a visual and data-driven overview, it enables you to focus your efforts on the relationships that matter most. Elevate your strategic account management with Client Scorecard – where insights meet action.

Need help?

Whetstone Inc.

Niagara Falls, Ontario, Canada

Submit a support request here: https://whetstoneinc.ca/support/

Support Phone647-977-9047 x102
Other ResourcesEmailTerms & Conditions