Sales Cloud Einstein: More Control of the Opportunity Scoring Model, Global Models for Lead Scoring, and Big Improvements to Einstein Activity Capture

When setting up Einstein Opportunity Scoring, choose to have Einstein look only at certain opportunity records and custom fields. Use Einstein Lead Scoring even when you don’t have enough data of your own. And get more out of Einstein Activity Capture with new connection and configuration options.

Optimize the Opportunity Scoring Model
Fine-tuning your scoring model can yield more accurate scores. When setting up Einstein Opportunity Scoring, you can choose to have Einstein look only at opportunities that meet certain conditions. Also, decide if you want Einstein to exclude any custom opportunity fields from the scoring model.
Enable Einstein Lead Scoring with Less Data
Salesforce organizations with smaller data sets can now enable Einstein Lead Scoring. Einstein takes advantage of a global scoring model that uses anonymous aggregated data to allow smaller orgs to score their leads. When an organization generates enough of its own data, Einstein switches to a scoring model built only with that data.
See Key Factors with Renamed Opportunity Field Labels
When your team sees field labels that they’re familiar with, key factors are easier to understand. Now, if you rename opportunity field labels, the key factors now reference the new field label instead of the standard label.
Additional Users Permission for Setting Up Opportunity and Lead Scoring
The View All Profiles permission is now required when enabling or disabling Einstein Opportunity Scoring and Einstein Lead Scoring. Previously, you needed only the Customize Application and Modify All Data user permissions.
Take It to the Next Level with Einstein Activity Capture
If you use Microsoft Office 365, you can now connect all your Einstein Activity Capture users to Salesforce at once. Set your configuration to sync events and contacts only from Salesforce to the connected account. Or you can stop contact and event data from moving between applications altogether. Reps know when action is needed thanks to the new Request email insight. Plus, we made improvements to how emails and events are shared, made it easier to add users to a configuration, and enhanced the Activities dashboard.

No matches found