Einstein Opportunity Scoring, which is part of the Sales Cloud Einstein product suite,
is available to eligible customers at no extra cost. Access is available through the Sales Cloud
Einstein For Everyone permission set. Review who has access to the permission set, what’s
included, and how to manage user assignments.
Required Editions
Available in: Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, and Unlimited
Editions
User Permissions Needed
To create permission sets:
Manage Profiles and Permission Sets
To assign permission sets:
Assign Permission Sets
The Sales Cloud Einstein For Everyone permission set is intended for users who don’t have a
Sales Cloud Einstein license. For details about whether the permission set is available to you,
contact your Salesforce account executive.
The Sales Cloud Einstein For Everyone permission set includes the following permissions.
Permission
Description
Enabled by Default
Use Einstein Opportunity Scoring
Lets users see opportunity scores, which indicate which deals are more likely to
close.
Yes
View Opportunity Scoring Model Factors
Lets users see all factors used by Opportunity Scoring to build scoring models.
Scoring models are used to score individual records. Users who can view model factors can
sometimes see the object data and object-related data used to build the models, regardless
of their sharing settings.
No. Clone the Sales Cloud Einstein For Everyone permission set, enable the permission,
and assign the permission set to users.
From Setup, enter Permission Sets in the Quick Find. Then, select
Permission Sets.
Click the Sales Cloud Einstein For Everyone permission set.
Click Manage Assignments. Add and remove assignments, as
needed.
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