Considerations for Einstein Behavior Scoring Dashboard

Before you set up or use the Einstein Behavior Scoring dashboard, review the considerations.

Available in: Account Engagement Advanced and Premium Editions with Salesforce Enterprise Edition or higher

Considerations for Admins

Using the Einstein Behavior Scoring dashboard requires Account Engagement Advanced Edition and the Sales Cloud User, Service Cloud User, or CRM User permission set license. Then, you can turn on Einstein for Account Engagement in Marketing Setup. If you select the Einstein Behavior Scoring dashboard without these settings, your B2B Marketing Analytics app can’t be created.
Einstein Behavior Scoring and B2B Marketing Analytics support using Data Sync for improved performance with multiple business units. If you previously turned off Data Sync due to lack of this support, you can safely turn it back on. However, if you use other CRM Analytics apps that filter synced objects, data availability can be limited in your B2B Marketing Analytics app. Find out how Data Sync works: Understand What Happens When You Enable Data Sync and Connections.
As with all CRM Analytics templated apps, the B2B Marketing Analytics app—and your Einstein Behavior Scoring dashboard—must be updated when new versions are made available. Any user can upgrade by clicking the Upgrade now link in the header of an app.
The Analytics Integration User must have read access to the Account Engagement Campaign (pi_campaign__c) field on Lead and Contact objects.

When you have less data than the dashboard requires, the Influence by Asset widget is empty. After Einstein scans enough data to evaluate individual assets, the widget shows a bar chart.
Although Einstein evaluates many factors, only a prospect’s top four influencing factors are shown on the dashboard.
Sometimes, after you click a factor on a graph, the related prospects table looks empty. This behavior is expected because of how the predictive model identifies each factor. Influential factors don’t have prospects related to them at all times.
The model is retrained and updated every 10 days, so model factors can change at this time.
When you edit the Einstein Behavior Scoring data flow, the Fields section shows an error message. This behavior is expected.

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