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Set Up Einstein Opportunity Scoring for Sales Users
Einstein Opportunity Scoring, which is part of the Sales Cloud Einstein product suite, is available to eligible customers at no extra cost. Turn on Einstein and we take care of the rest.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To turn on Einstein Opportunity Scoring For Everyone: | Customize Application AND Modify All Data |
Note
- For customers without the Sales Cloud Einstein license, Einstein Opportunity Scoring is available on a rolling basis starting in the Spring ’20 release. For details about timing and eligibility, contact your Salesforce account executive.
- Opportunity scores are available in both Salesforce Classic and Lightning Experience, but you have to turn on Einstein in Lightning Experience.
- When you don’t have any Sales Cloud Einstein licenses, Einstein Opportunity Scoring isn’t available in sandbox or for Salesforce Government Cloud customers.
- If you’re missing the option to enable Einstein Opportunity Scoring, contact Salesforce Customer Support.
- To get started with Einstein, follow the in-app prompts. Or, from Setup in Lightning Experience, enter Assisted Setup in the Quick Find. Then, select Assisted Setup under Einstein Sales.
- Confirm that you understand what happens when you turn on Einstein.
-
Click Turn It On. If needed, review and accept the terms.
Here’s what happens next.
- We analyze your teams’ past opportunities to build a scoring model. Building a model can take anywhere from a few hours to a few days, depending on how much data you have. The model, which is refreshed at regular intervals, is used to generate scores.
- We add the Score field to your standard and custom opportunity page layouts. If you use full view as your default record view, scores don’t always appear in the layout’s first section.
- We add the Opportunity Score field to the Recently Viewed list view. Add the field to public opportunity list views and ask your sales teams to add it to their own opportunity list views.
- We assign the Sales Cloud Einstein For Everyone permission set to all users who have a Salesforce user license. Users see scores after they’re generated. You can remove access for individual users through the permission set.
- We create a Sales Insights Integration user and assign it to a user profile of the same name. Although you see the user and profile listed in your org, they’re used only behind the scenes.
Tip If you don’t see scores a few days after turning on Einstein, review information about how Einstein scores your opportunities. If you still need help, contact Salesforce Customer Support for assistance. -
To customize the scoring model, go to the Einstein Opportunity Scoring setup page and click
Review Settings.
- Read the introduction, and then click Next.
- Choose whether to have Einstein consider all opportunity records or only a subset when building the scoring model. Then, click Next. If needed, define the conditions, and click Next.
- Choose whether to have Einstein consider all opportunity custom fields when building the scoring model. Then, click Next. If needed, deselect the fields you want Einstein to ignore, and click Next.
- Review your settings. Then, click Start to begin the scoring process.
It can take up to 48 hours to analyze your data, build a new scoring model, and update scores. To check the status, return to the Einstein Opportunity Scoring setup page.
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