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.

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

Who: Einstein Opportunity Scoring is available to users with and without a Sales Cloud Einstein license. If you have questions about the requirements for Einstein Opportunity Scoring without a Sales Cloud Einstein license, talk to your Salesforce account executive.

How: Open the Einstein Opportunity Scoring setup page. Click Set Up or Review Settings, depending on which option is available. Follow the prompts to filter opportunity records and exclude custom opportunity fields.
Note

Note

Fields that are excluded through the Einstein Forecasting setup no longer affect the opportunity scoring model. If you were previously excluding fields for the opportunity scoring model through Einstein Forecasting or from a special request made to Salesforce, we keep your existing settings until you make changes. However, your existing settings aren’t reflected in setup. We recommend that you update the settings with your record and field exclusion preferences.

Einstein Opportunity setup