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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.
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 |
- From Setup, enter Einstein Lead Scoring in the Quick Find box, and then select Einstein Lead Scoring.
- On the Settings page, click Get Started.
- Read the introduction, and then click Next.
- Choose the lead conversion milestone that matches your business practices. Does your sales team create opportunities when they convert leads, or do they simply convert leads to accounts and contacts? Then click Next.
-
Choose whether you want Einstein to score all your leads or only leads that meet
criteria you specify. To score only certain leads, click Score only leads that
meet my criteria. Otherwise, click Next.
You can specify up to 100 field filters for the leads you want to score. The CurrencyIsoCode field can’t be used in lead field filters.
The following field data types also can’t be used in lead field filters.
- Address
- Date
- Datetime
- Double
- Encrypted String
- Geolocation
- Multipicklist
- Reference— However, the RecordTypeId reference field is supported.
- Text Area
- Time
-
Choose whether you want Einstein to include all your lead fields during lead score
analysis. To exclude specific fields, click No, ignore certain fields
(Advanced), and then deselect the fields you want to ignore. Otherwise,
click Next.
Some businesses use fields that don’t affect a lead’s chance of converting. For example, you might have a field that indicates the reason a lead didn’t convert. Telling Einstein to ignore those fields yields more accurate lead scores. Before ignoring a field, make sure that the field doesn’t affect the lead’s chance of converting. Ignoring fields that affect score analysis decreases the accuracy of your lead scores. If you are uncertain about whether to ignore a particular field, contact Salesforce Customer Support.
- Wait while Einstein confirms that your company’s data works with the settings you’ve chosen.
- When Einstein finishes confirming your settings, click Score Leads.
- Using the Lightning App Builder, make sure that the Einstein Lead Scoring component was added to Lightning pages for leads. In Salesforce Classic, add the Lead Score field to lead page layouts. The Lead Score field can’t be used on the same page layout as the Lead Score Distribution or Conversion Rate by Lead Score report components.
- After scores are available, add the Lead Score field to public lead list views. Salesforce automatically adds this field to default list views.
It takes up to 24 hours for lead scores to be available. Sales Cloud Einstein users see scores and factors on the Einstein Scoring component.
To see the component, users need read access to the Company, Phone, and Email fields on leads.
Tip To get the most out of Einstein Lead Scoring, encourage sales reps to add the
Lead Score field to their lead list views.
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