Thursday, January 2, 2020

Einstein Lead Scoring: Getting Started

Einstein looks at your company’s past leads, including any custom fields, to find patterns in your successful lead conversion history. Einstein Lead Scoring then determines which of your current leads fit your success patterns best. Each lead receives a score indicating how well it fits your patterns, along with insights about which of the lead’s fields affect its score most.

If you have Sales Cloud Einstein or High Velocity Sales license, then Einstein Lead Scoring is available for you to use.

menu availability depends on the licenses provisioned

Step to enable and configure Einstein Lead Scoring

1. Add Remote Site Settings
Remote Site Name CS41
Remote Site URL

2. Permission Set
You can use the standard Sales Cloud Einstein or High Velocity Sales User permission set, or create a custom permission set and make sure to enable Use Einstein Lead Scoring permission under App Permissions. Assign the users with the Permission Set.

3. Enable Einstein Lead Scoring
Go to the setup menu and type Assisted Setup, it should be under Einstein Sales. Follow the wizard start with set up for Einstein Lead Scoring.

It may take up to 24 hours for Einstein to score the Leads. Once finished, you will get a notification.

You will find Einstein Scoring component available on the Lead Lightning page.

Reference: Prioritize Leads with Einstein Lead Scoring

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