Einstein Opportunity Scoring

Available in: Lightning Experience and Salesforce Classic.

Available with Sales Cloud Einstein, which is available in Performance and Unlimited Editions, and for an extra cost in Enterprise Edition

Available to eligible customers for no extra cost in: Enterprise, Performance, and Unlimited Editions

Watch a Demo: Einstein Opportunity Scoring (English only)

Opportunity scores tell you the likelihood that an opportunity will be won. For each opportunity score, Einstein shows the factors that have contributed the most to the score, both positively and negatively.

In Lightning Experience, the score is shown on the compact layout of opportunity records (1) or on the Details tab. Hover over the score to see a list of factors that contribute to the score. For example, a score could be relatively high because the opportunity is moving quickly through the stages compared to other opportunities.

In Salesforce Classic, the score is shown on the record detail of opportunity records. The contributing factors are shown.

You can add the Opportunity Score field to any of your opportunity list views (2). If you don’t see the score on public list views, ask your Salesforce admin to add it. In Lightning Experience, hover over the score in the list view to see the factors that contribute to the score. In Salesforce Classic, the contributing factors aren’t available from the list views. Instead, navigate to the opportunity record detail page.

If you use forecasts, admins can add opportunity scores to the opportunity list on the forecasts page (3).