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Sales Pipeline Visibility and Forecasting
Activate and Deploy Sales Methodology Data to Data 360

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Activate and Deploy Sales Methodology Data to Data 360

Improve the accuracy of your opportunity scores by incorporating your sales methodology data. This is an optional step. Making this data available to Data 360 helps the scoring model evaluate factors like MEDDIC scores to better determine deal health.

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 set up Sales Methodology: Customize Application AND Modify All Data

Before you activate these settings, verify that Data Cloud is provisioned and enabled for your org.

  1. To activate a sales methodology, see Set Up a Sales Methodology.
  2. From the gear menu, select Salesforce Go, and then search for Opportunity Score on the Salesforce Go Home page.
  3. To make your sales methodology data available for scoring, in the Complete the Required Steps section, click Set It Up next to Deploy Sales Methodology Data to Data 360.
  4. Install Sales Methodology Data Kit. See Deploy Data Kit Components in Data 360.
 
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