Salesforce Opportunity Scoring: Resource Allocation Tips
Welcome to our guide on implementing opportunity scoring in Salesforce. Optimize resource allocation for higher sales success. In this guide, we'll show you how to use opportunity scoring to prioritize leads and opportunities.
1
Access Einstein Opportunity Scoring
Salesforce provides access to Einstein Opportunity Scoring for all Sales Cloud users at no additional cost.
2
Enable Einstein Opportunity Scoring
To enable Einstein Opportunity Scoring, simply turn on Einstein within your Salesforce settings.
3
Automatic Page Layout Updates
Once Einstein is enabled, Salesforce will automatically add the "Score" field to your standard and custom opportunity page layouts and the "Recently Viewed" list view.
4
Data Science Model Creation
Salesforce's AI will analyze your team's past opportunities to build a scoring model. The model creation process may take anywhere from a few hours to a few days, depending on the amount of data you have. This model is then refreshed at regular intervals to generate updated scores.
5
Accessing Scores
All Sales Cloud users who have access to opportunities can see scores. You can manage access to Einstein features through the Sales Cloud Einstein for everyone permission set.
Congratulations! You've successfully learned how to implement opportunity scoring in Salesforce. By utilizing this powerful feature, you can prioritize leads, allocate resources effectively, and focus on high-value opportunities. Continuously analyze and adjust your scoring criteria to improve your sales process. Happy scoring!
