Salesforce’s new Artificial Intelligence engine, Einstein, has been the focal point of their development over the last few years.
One particular feature that caught our eye, Einstein Opportunity Scoring, will be available for free following the Summer ’20 release.
Let’s dig in to what Einstein Opportunity Scoring is all about…
What is Einstein Opportunity Scoring?:
AI driven score that is given to Opportunity records, helping sales reps prioritize which opportunity records are most likely to close.
Each opportunity is given a score from 1 to 99, and can be visible on the opportunity record layout and opportunity list views.
What factors impact Einstein Opportunity Score?
Einstein accounts for several factors when calculating score, which include: record details, history, related activities to the opportunity record and account, and the Opportunity Owner’s past win rates.
Along with the score, Einstein will provide you with what factors impacted the score (positive or negative) & suggestions for how score can be improved
