The Engagement Score defines how actively the individuals in this account typically
interact with your sales communications. A higher engagement score indicates a more interested
customer. In Prospecting Center, you can add rules to define the Engagement 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 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 Engagement Score rules, make sure that Prospecting Center is
enabled.
Add or modify the Engagement Score rules, by adding points to each criteria, to calculate
an Engagement Score.
Go to the Prospecting Center setup page.
Click Configure next to Configure Account Scoring.
To create an Engagement score rule, click New rule next to the
Engagement Score Rules. You can add or modify the criteria used to calculate the
Engagement Score.
To edit or remove the points assigned to a specific criteria, click next to a rule.
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