Salesforce now sends email only from verified domains.

Market to Your Customers with Account Engagement

Table of Contents

No results

Here are some search tips

Check the spelling of your keywords.
Use more general search terms.
Select fewer filters to broaden your search.

Search all of Salesforce Help

Market to Your Customers with Account Engagement

Customize Scoring Rules

You are here:

Customize Scoring Rules

The default scoring rules that come with Account Engagement are editable. Modify the rules to suit your business needs, based on your company’s definition of what a marketing qualified lead looks like.

Required Editions

User Permissions Needed
To edit scoring rules:	Account Engagement Administrator role

When you edit scoring rules, the system rescores all prospects based on all applicable prospect activity. Keep these considerations in mind when editing scoring rules.

Rescoring causes prospects to resync with the CRM and can affect score-based automations.
If you have an automation rule action that resets a prospect’s score, the system stores the value difference. When prospects are rescored after editing scoring rules, it’s possible for a prospect’s score to be negative.

Open the Scoring page.
- In Account Engagement, select Admin and then Scoring.
- In the Lightning app, select Account Engagement Settings and then Automation Settings | Scoring.
Click Edit Scoring Rules.
Select the rule you want to change, and enter a point value. To deduct points, use a negative number.
Save your changes.