Train the Model to Score Opportunities
Build a predictive scoring model from your closed opportunities so sales teams see Healthy, Caution, and At Risk categories in Pipeline Inspection and Pipeline Forecasting.
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 train the Opportunity Scoring model: | Customize Application AND Modify All Data |
Opportunity Score trains on your historical closed opportunities, and can also use engagement data and sales methodology data when those data sources are available and selected in setup. Training creates the model that assigns score categories and factor explanations to open opportunities. Confirm data readiness before you start training.
The model uses only the data sources available when you create the scoring configuration. If you later turn on another source, such as sales methodology, turn off Opportunity Score, turn it on again, and create a new configuration so the model can use all available sources.
- From the gear menu, select Salesforce Go, and then search for Opportunity Score on the Salesforce Go Home page.
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Click Set It Up next to Create Scoring Framework.
Wait for the success message that lists which data sources are configured and which aren’t.
- Click Train the Model.
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To review data readiness for training, click Review Framework
next to Train the Model.
Confirm that your org meets the closed-won and closed-lost volume requirements and that the data sources you selected in setup are available. If readiness isn’t met, resolve the data gaps before you start training.
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Click Train the Model.
Wait for a day for scores to get generated.
After the model is trained and scores are generated, add the Opportunity Score component to the opportunity record page, and set score thresholds.
