Loading
Prepare for Email to Become the Default Login ExperienceRead More
Sales Pipeline Visibility and Forecasting
Add Opportunity Score Component to the Opportunity Record Page

You are here:

  1. Salesforce Help
  2. Docs
  3. Sales Pipeline Visibility and Forecasting

Add Opportunity Score Component to the Opportunity Record Page

Place the Opportunity Score Lightning component on the opportunity record page so sellers see score context on the deal. Add it after the model is trained and scores are generated.

Required Editions

Available in: Lightning Experience in Performance and Unlimited editions with Sales Cloud. In Enterprise Edition with Sales Cloud, this feature requires the Agentforce or Revenue Intelligence add-on.
User Permissions Needed
To edit Lightning pages: Customize Application
  1. From Setup, in the Quick Find box, enter and select Lightning App Builder.
  2. Open the opportunity record page that you want to edit.
  3. Add the Opportunity Score component to the page layout.
  4. Arrange the component as needed.
  5. Click Save.
 
Loading
Salesforce Help | Article