OVERVIEW:
There is a Leadspace field called 'LS Max Person Score' which will display the highest scoring profile if you have multiple personas. There may be instances where two (or more) profiles have the same score, this could be the case if you have profiles that overlap (ex: Marketing and Demand Gen Persona).
So, what if you only want to see only one persona so your sales team can know which persona the lead/contact fits the best.
We can create a couple a field for the weighting or 'tiebreaker' logic. The dependency is to make sure there is a clear tiebreaker rules in order for the logic to work.
So the first one is to calculate the MAX Score across the multiple personas, this is IF you would only want to populate the Best Persona Profile based on if the highest score is higher than a certain number. For example if the highest Persona score is 30 or below, the persona score is not high enough signal to reach out to that person.
Field Name: LS Max Persona Score
Field Type: Formula
MAX(<Persona_score1>__c,<Persona_score2>__c,<Persona_score3>__c,<Persona_score4>__c)
Field name: LS Max Fit Persona
Field Type Formula
The example below we have is only populated in this field if the persona score is above 29, which can be tweaked. You will need to adjust the names based on the personas that are set up and enhance the rule if there are more than three persona profiles implemented.
IF(LS_Max_Persona_Score__c<=29,"None",(IF(CONTAINS(LS_Max_Persona_Fit__c,"HR"),"HR",
IF(CONTAINS(LS_Max_Persona_Fit__c,"Marketing"),"Marketing",
IF(CONTAINS(LS_Max_Persona_Fit__c,"Communication"),"Communications",LS_Max_Persona_Fit__c)))))
If there are any additional questions, please reach out to your CSM or email support@leadspace.com