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Set up Spotlight

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Set up Spotlight

To set up Spotlight, specify the set of records to evaluate and the criteria to use. Then collect scores for the data.

Specify the records that you want to evaluate by selecting an indicator that is associated with the records. Create multiple Spotlight criteria and associate them with the group to define how to weight the records.

After creating the Spotlight group and multiple Spotlight criteria, collect scores for the records in the data set. A spotlight is automatically created for any records with scores that exceed the Spotlight group threshold, allowing you to quickly identify the highest priority work.

Note: Before you start to work with Spotlight, an administrator must activate a Spotlight plugin. When activating Spotlight, consider activating one of the out-of-the-box Spotlight solutions. First, see whether one of these solutions already covers your business use case. Second, if you still need to create a new Spotlight group or Spotlight criteria, an out-of-the-box solution can be a useful template. For more information, see Activate Spotlight and Spotlight solutions.