Focus on the Right Deals with Opportunity Scores

AI is part of the Sales Cloud experience at no extra cost, which means all eligible Sales Cloud users have access to Einstein Opportunity Scoring. Scores help sales reps and managers prioritize opportunities and flag at-risk opportunities so they can close more deals.

Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, and Unlimited editions.

When: This functionality is available later in the Spring ’20 release.

Who: If your org is eligible, all users with a Salesforce user license can see opportunity scores. However, you can manage user access through the Sales Cloud Einstein For Everyone permission set.

Why: Artificial intelligence is a must-have for sales teams competing in today’s marketplace. Einstein Opportunity Scoring gives each opportunity a score, from 1 to 99, which is available on opportunity records, list views, the forecasts page, and reports.

Opportunity scoring component

How: Follow the in-app prompt to get started with Einstein. Or, from the Assisted Setup page in Lightning Experience Setup, click Turn It On. We take care of the rest by creating a scoring model, adding the score field to page layouts, and assigning the permission set to users.