Einstein Lead Scoring: Control Which Leads to Score

Does your sales team need lead scores for only some leads? Tell Einstein to score only leads that contain certain values in lead fields. For example, if your sales team wants to score only leads from the communications industry, tell Einstein to include only those leads.

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

How: During setup, tell Einstein that you don’t want to include all leads in the analysis (1).

Einstein Lead Filtering Setup

Then choose the lead field values that indicate leads you want to score (2).

Einstein Lead Filtering field filters