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Get Smart with Salesforce Einstein

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  1. Salesforce Einstein Basics

    Get Started with Einstein
  2. Get Started with Einstein
    7 Topics
  3. Learn About Einstein Out-Of-The-Box Applications
    7 Topics
  4. Responsible Creation of Artificial Intelligence
    Use the Einstein Platform
    9 Topics
  5. Understand the Ethical Use of Technology
    8 Topics
  6. Learn the Basics of Artificial Intelligence
    5 Topics
  7. Recognize Bias in Artificial Intelligence
    6 Topics
  8. Einstein Bots Basics
    Remove Bias from Your Data and Algorithms
    6 Topics
  9. Learn About Einstein Bots
    6 Topics
  10. Plan Your Bot Content
    4 Topics
  11. Einstein Next Best Action
    Learn the Prerequisites and Enable Einstein Bots
    3 Topics
  12. Get Started with Einstein Next Best Action
    9 Topics
  13. Sales Cloud Einstein
    Understand How Einstein Next Best Action Works
    7 Topics
  14. Increase Sales Productivity
    5 Topics
  15. Automate Sales Activities
    5 Topics
  16. Target the Best Leads
    3 Topics
  17. Close More Deals
    6 Topics
  18. Connect with Your Customers and Create New Business
    4 Topics
  19. Sales Cloud Einstein Rollout Strategies
    Improve Sales Predictions
    4 Topics
  20. Use AI to Improve Sales
  21. Start with a Plan
  22. Set Goals and Priorities
  23. Get Ready for Einstein
  24. Quick Start: Einstein Prediction Builder
    Start Using Sales Cloud Einstein
  25. Sign Up for an Einstein Prediction Builder Trailhead Playground
  26. Create a Formula Field to Predict
  27. Enrich Your Prediction
  28. Build a Prediction
  29. Quick Start: Einstein Image Classification
    Create a List View for Your Predictions
  30. Get an Einstein Platform Services Account
  31. Get the Code
  32. Create a Remote Site
  33. Create the Apex Classes
  34. Einstein Intent API Basics
    Create the Visualforce Page
  35. Get Started with Einstein Language
  36. Set Up Your Environment
  37. Create the Dataset
  38. Train the Dataset and Create a Model
  39. Put Predictions into Action with Next Best Action
    Use the Model to Make a Prediction
  40. Learn the Basics and Set Up a Custom Playground
  41. Define and Build a Prediction
  42. Customize Your Contact and List Displays
  43. Create Recommendations for Einstein Next Best Action
  44. Create a Next Best Action Strategy
  45. Add Next Best Action to Your Contacts

Participants 106154

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  1. Get Smart with Salesforce Einstein
  2. Close More Deals
  3. Introducing Einstein Opportunity Scoring
Lesson 17, Topic 4
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Introducing Einstein Opportunity Scoring

Abhishek
Abhishek October 12, 2021
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You explain that Einstein Opportunity Scoring works a lot like Lead Scoring. Einstein looks at sales teams’ past opportunities and related information to create a predictive model. From that model, Einstein gives each opportunity a score, which is available on opportunity records and list views. And for each opportunity score, Einstein backs up its claim with the top factors that contributed to the score.

Opportunity Scoring

In Lightning Experience, the score is shown on the compact layout of opportunity records (1). Reps hover over the score to see the top factors. For example, a score might be relatively high because the opportunity is moving quickly through the stages compared to other opportunities. In Salesforce Classic, the score and factors are shown on the opportunity record detail.

Einstein Opportunity Scoring

You can add the Opportunity Score field to opportunity list views (2). In Lightning Experience, reps simply hover over the score in the list view to see the factors. In Salesforce Classic, the contributing factors aren’t available from the list views. Instead, reps need to navigate to the opportunity record detail page.

As a well-seasoned sales manager, Pepper knows that prioritizing opportunities will only get you so far. You also have to know what to do with those opportunities. “You need to have some type of insight about the deals that help reps move them forward,” Pepper reasons. You think to yourself, “Wow, this is almost too easy.”