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Sales Productivity

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Sales Productivity

Configure a Lead Scoring Solution

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Configure a Lead Scoring Solution

If you want help prioritizing your leads, set up Einstein Lead Scoring or a third-party scoring solution.

Required Editions

Available in: Lightning Experience

Available with Sales Engagement, which is included with Sales in Performance, Einstein 1, and Unlimited Editions, and available for an extra cost in Professional and Enterprise Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform.

User Permissions Needed
To set up Sales Engagement:	Customize Application AND Modify All Data

Set Up Einstein Lead Scoring for Sales Engagement
If you’re using Einstein Lead Scoring for the first time, enable and configure Einstein Lead Scoring in Setup.
Set Up Third-Party Prospect Scoring for Sales Engagement
Configure third-party scores for person accounts, contacts, or leads. Show scores on records, and use scores to sort the Work Queue.

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