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          Manage Fit Rules

          Manage Fit Rules

          The Fit Score indicates how closely an account matches the characteristics of an ideal customer for your business. A higher Fit Score indicates that this account aligns with the characteristics of your ideal customer profile. In Prospecting Center, you can add rules to define the Fit Score.

          Required Editions

          Available in: Lightning Experience
          Available with Sales Engagement, which is included with Sales in Performance, Unlimited Editions, Agentforce 1 Edition, 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.
          Important
          Important Prospecting Center is scheduled for retirement in all Salesforce orgs as of April, 2026. For existing customers, Prospecting Center remains available till April 2027.
          User Permissions Needed
          To give users access to the Sales Engagement app: Sales Engagement User

          Before you define the Fit Score rules, make sure that Prospecting Center is enabled.

          Add or modify the Fit Score rules, by adding points to each criteria, to calculate a Fit Score.

          1. Go to the Prospecting Center setup page.
          2. Click Configure next to Configure Account Scoring. 
          3. To create a Fit Score rule, click New rule next to the Fit Score Rules. You can add or modify the criteria on which the Fit Score is calculated.
          4. To edit or remove the points assigned to a specific criteria, click Edit button next to a rule.
            Fit Score rules in Prospecting Center
          5. To save your changes, click Publish.
           
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