What to Do if DISC Results Are Not Populating in SF

If a client states they have completed the DISC assessment but their results are not showing on their account page in Salesforce (SF), follow these steps:

Step 1: Check for Duplicate Accounts

Often, the issue is caused by the client having duplicate accounts in SF.

• Ask the client for the name and email address they used to complete the DISC assessment.

• Search in SF to see if there is a duplicate account under that information.

Step 2: Request an Account Merge

If duplicates exist, you’ll need to request an account merge.

• Submit a ticket to Business Operations through Zendesk.

• Include the following details in the ticket:

  • The Account (CN) numbers that need to be merged.

  • The primary email address the client would like to keep on their account.

✅ Once Business Operations completes the merge, the DISC results should populate correctly in SF.