Lightning Dashboards – Here’s what you need to know

When moving from the Classic user interface to Salesforce Lightning, one of the standard features that is instantly upgraded in a big way is Dashboards.  Dashboards in Lightning are now more dynamic, visually more appealing, and come with the flexibility to tailor it exactly to your preferences.

•  Lightning Table component o Columns straight from the source report o  

•  Light mode vs Dark Mode

•  Adjustable Dashboard Grid Sizing o Up to 12 column sizing to allow custom fitting

•  Make Dashboard dynamic – Choose how Users view the data in dashboard

•  Add Custom Dashboard to profile homepages

Once the dashboard components are created, you then have the ability to add a filter to it – allowing the viewer to analyze the data interactively.  Multiple filters can also be created, so

that you can drill down on very specific data.  Some managers may want to see a specific sales teams performance, in a specific territory, during a certain quarter – all can be accomplished through dashboard filters.  You can also lock in a filter, when sharing with another user.

If you are an Org still living in Classic – Lightning dashboards might just be the nudge you need to make the move to Lightning.  It takes all the data you previously consumed in Classic but

makes it more visual, dynamic, and interactive.  Our team specializes in dashboard creation and can help get your teams leverage lightning dashboards right away!

Product Spotlight: Bring your Org to Life with Images & Formula Fields

One of the most exciting aspects of Salesforce is that it gives you the ability to tailor almost every aspect of it – to meet your business needs and company preferences.  Visually, there is so much you can do to bring your Org to life.  One feature that sometimes goes overlooked, mainly because it has been around for a while, is the ability to add images to Salesforce through a formula field.  Through this type of formula field, you can run a calculation and have the value be represented by series of images depending on what that value is.

Salesforce has supplied large handful of icons that you can use to get going – but like so much else, personally customized icons can be used just as well!

One of the biggest benefits of including image formula fields in your Org is that information can be translated faster & users can consume information quicker.  Let’s take a look at a few use cases:

·      Account Health Ratings – helping identify Accounts that may be “At Risk”

·      Color coded Status – applied to an Opportunity or Customer Account

·       Case Status indicator – help display a Case’s status and priority

·      Star Rating – help showcase a record’s value

The list of use cases is a long one – so let’s get started.  Our team has vast experience using this feature to help add color Salesforce environments, whether it be through a page layout, list view, report, related list, etc.

To help generate some ideas, check out the graphics pack that Salesforce offers for free on the AppExchange!

Get Territorial with Enterprise Territory Management

For companies running a sales teams, territory management is a crucial piece of the puzzle.  Territory management can help boost sales, build morale, expand your customer base & and inspire competition.  By definition, territory management is a customer grouping or geographic area over which a sales team or sales rep has responsibility over.

Assigning your sales reps or sales teams to specific territories is not always straightforward - and balance is usually key.  It’s important to ensure that some areas are not over-serviced or under-serviced, leaving some sales reps with too much to do or too little.  Also, you want to ensure sales potential is evenly distributed between territory coverage, so that compensation is a fair game.

Now that we know how important territory management is, it's important to know that Salesforce has a tool available to manage right within your CRM.

Salesforce's Enterprise Territory management in Sales Cloud, allows reps to gain access to account-based criteria such as postal code, industry, revenue numbers, or even a custom field.

Along with the criteria options:

·       Admins/Consultants can prep and test territory models before implementation

·      Easily make assignments based off territories, accounts, and/or opportunities

·       Build reports off territory assignment to assess coverage effectiveness

·      Forecast by Territory (with Collaborative Forecasts enabled)

·      Build Territory hierarchies that reflect your organization's forecasting requirements & organizational chart

As is the case with most assignment processes, creating proper definitions and strong rule criteria can ensure the right records are going to the right territory.  If you need help getting this implementation off the ground, we're here to help!

App Spotlight : Rollup Helper

In this particular App Spotlight, we are going to take a deeper look into one of the more popular apps available on the AppExchange – Rollup Helper.  So many times there is a need to aggregate data at a parent record level with a rollup summary with the values at the child record level.  Unfortunately, standard field types will only allow this if there is a Master/Detail relationship between the objects – this is where Rollup Helper comes in.

Rollup Helper creates rollup summaries between objects, without the required Master/Detail relationship and with “no code required”.  Now objects with any relationship in salesforce can now begin to share/rollup data between each other, through the Rollup Helper tool.

• Some additional features include:

  • Rollup summaries between both Standard & Custom Objects

  • Rollups can be real-time or set to a schedule

  • Target and filter on specific records you want to rollup

  • Supported in both Classic & Lightning

  • Over 22+ Rollup Scenarios are supported

  • Unlimited User and Administrator access

Rollup Helper also offers a “3 Free Rollups” per Org, to help you get started and get a great feel for what the tool has to offer.  Need more than 3?  Upgrade to Rollup Premium for unlimited rollups in your Org.  The Rollup Premium is a one-time subscription for your org and there are no user license fees to consider.

Our team has extensive experience leveraging this tool helping you boost productivity and provide real-time actionable data for your teams.  You can find Rollup Helper here on the AppExchange marketplace.

Spring ’20 Release Highlights: Our Favorite Features

With the Winter ’20 release firmly in the rear view mirror, it’s time to take a look at the upcoming Spring ’20 release (set to hit Orgs in the coming weeks)! Salesforce has continued to build off recent enhancements, while also addressing some older known issues too. After reviewing the release notes published by Salesforce, our team has highlighted some of our favorite features:

• Attach Formatted Spreadsheets to Report Subscriptions (Beta) – Users who subscribe to reports, now have the option to include a formatted spreadsheet in that email, giving you the ability to drill down into detail row data.

• Create a Filtered List of Records Using New Time-Related Conditions – add time related conditions to a search. For example, enter “opportunities closed this year,” to see a list of opportunities from the current year with closed status.

• Access Reports and Dashboards in the Recycle Bin - reports and dashboards that may have previously been deleted by mistake, can now be recovered from Recycle Bin.

• New Lightning extension for Chrome – Users now have the ability to go into “Dark Mode”, hide components, and quickly/easily grab Links. (Add Chrome extension here)

• See the Related Account When You Search for Contacts or Opportunities

• Schedule Emails in Lightning Experience – Increase an emails chance of being read, by scheduling its arrival time.

• Assign Tasks to a Queue – Reps can now streamline workflow by assigning tasks to a queue.  Once assigned to a queue, all members of the queue can contribute – or any member can then take ownership.

• Explore Engagement History Data on Leads and Contacts (Pardot)

• Count Unique Values in Report Results – reporting now gives you the ability to pull in the number of distinct values within a report column.

As we stated, these are just a few of our favorites.  There is so much more to unpack with this year’s Spring ’20 release.  For all the features for Spring 20 Release Notes, head over to the Salesforce website!

See What's New With The Salesforce Mobile App!

See what’s new with the Salesforce Mobile App!

As Salesforce began to roll out its releases throughout the past few years, there was a sense that one particular feature was falling behind – the Salesforce Mobile App. While the Lightning experience continued to be enhanced to meet business needs, the mobile experience had stayed relatively the same. With more and more business being conducted in the field directly from devices, Salesforce realized the time had come to bring the mobile app up to speed. This is exactly what they did with the latest Winter Release (’20). We’ve highlighted some of our favorite enhancements below.

• Mobile Navigation Bar: new components at the bottom section of the user interface includes a user’s favorites, custom search, and get notifications.

• Launch your Lightning Apps in Mobile: Users can access all standard and custom Apps (Sales, Marketing, etc) straight from the Mobile Device

• Personalized Navigation: adjust your personal tab preferences from the desktop version & they will immediately sync with mobile experience

This is only the start too, Salesforce plans to add additional features around voice capabilities, “Hey Siri, show me my sales dashboard” – to the mobile app. More to come in Summer ‘20, watch this space.

Should Google Acquire Salesforce?

Should Google Acquire Salesforce?

Rumors have been swirling about Google possibly acquiring Salesforce, which, if it takes place, would be one of the largest in tech history and could rock the cloud computing world. Business Insider has reported that Google is planning to acquire Salesforce, in a deal which RBC Capital Markets says would be valued at around $250 billion. The deal would move the needle for Google in terms of its cloud computing capabilities, giving it greater competitive footing alongside the cloud provider giants, Amazon and Microsoft Azure. In this article, we’ll look at some of the impetus behind Google’s possible acquisition of Salesforce. What would the tech giant stand to gain from such a deal, in return for paying such a high premium? Would the benefit of buying Salesforce offset the gigantic price tag? We’ll also talk about some of the possible changes that could take place at Salesforce, if the deal goes through, and we’ll look at how Salesforce users could be impacted.

Cloud Ambitions

Google has been very open about its cloud ambitions. At the close of 2019, the company announced that it plans to beat out its rivals, Amazon and Microsoft Azure, as cloud providers by the end of 2023. That’s no small feat, given that AWS currently controls 47 percent of the market share of the cloud computing market. Microsoft Azure holds a smaller but still respectable 16 percent of the market, while Google is limping along at just 4 percent. Google’s lofty ambitions for its cloud share have a lot of people wondering just how the company plans to make the jump to a larger market share. That’s why many people are speculating that Google may indeed be planning to buy out Salesforce – or Workday – or even acquire multiple companies in order to build up its share of the Cloud market.

Salesforce’s Cloud Share

An analysis of the leading Cloud Vendors by revenue put Salesforce at a very respectable #4, behind Microsoft, AWS, and IBM. Salesforce clocked in at $13 billion for the year, while Microsoft came in at $32.2 billion; AWS earned $25.7; and IBM weighed in at $19.2. Workday, which has also been mentioned as a possibility for acquisition by Google, came in ninth place on the list of cloud vendors by revenue. Workday earned $2.8 billion in the course of a year, which, while nowhere near the top of the pack, still made a decent showing.

Acquiring Salesforce

It’s no secret that Salesforce is a hugely popular and successful cloud-native product – it’s also no secret that Salesforce operates atop a powerful cloud platform, Force.com. And it’s very possible that Google believes that, by buying Salesforce, it will be cashing in on both the popularity of Salesforce, and the strength of its platform. Analysts at RBC Capital told Business Insider that if Google goes ahead and buys Salesforce, the company will skyrocket to at least second place in the market. That may not immediately fulfill Google’s ambition to lead the pack, but it would certainly be an improvement over the company’s existing position in distant third. However, some analysts are cautioning that it just might not be possible to get the kind of two-for-one that Google is going for. After all, Salesforce is, first and foremost, a CRM. It’s popular because of its business applications, not because of its cloud platform. If Google acquires Salesforce and then tries to re-imagine it as a cloud computing platform, customers might start to leave in droves. That’s because Salesforce’s customer base doesn’t care about cloud computing, per se. They care about the great things that Salesforce can do for them, as a CRM.

Other Options

Google’s Diane Greene, who has been tasked with expanding the tech giant’s cloud revenue, discussed her plans at a conference this fall. She confirmed that Google is looking for partnerships in the field of cloud computing and added that the company is also hiring sales representatives to help it expand. Greene stressed that Google is interested in “organic” growth; she also said that they are looking into major acquisitions. Google’s Cloud division has been facing enormous pressure from the company’s top brass to grow quickly and become competitive with AWS and Microsoft. That may be why Google is looking to move quickly to acquire Salesforce rather than focusing exclusively on organic growth. Rumor has it that leaders at Google and at its parent company, Alphabet, even considered leaving the cloud market altogether if they can’t get competitive with the market leaders. That idea has apparently been dismissed, at least for now – but it seems that the pressure remains on Google Cloud to make dramatic improvements. Google has also hinted that they might be interested in buying the cloud computing company Workday, and analysts are watching closely to see whether the company will try to acquire Workday or Salesforce.

Impact on Salesforce

The jury is still out on how Salesforce would be impacted if Google acquires the CRM. On the one hand, the move would bring in a huge cash influx for Salesforce, which could allow it to further expand its cloud capabilities and grow its infrastructure. On the other hand, Salesforce would lose its autonomy and would be managed by Google. It’s not clear how this would impact Salesforce’s existing staff, for example. Again, some analysts have expressed concern that Salesforce could lose its true direction as a CRM if it’s acquired by Google. The concern is that Google would “water down” Salesforce’s strength in order to capitalize on its cloud capabilities.

Impact on Salesforce Users

How would Salesforce’s users be affected if the CRM giant is acquired by Google? It’s too early to say, of course, and a lot would depend on the specifics of the deal, as well as Google’s management of Salesforce. It’s also not clear how the deal could impact Salesforce’s relationship with Microsoft. If Google takes a relatively hands-off approach, allowing Salesforce to progress as it has been, then of course Salesforce users can expect nothing but positive outcomes from the sale. Greater cash flow would allow Salesforce to expand and experiment, which is only a good thing. If on the other hand, Google wants to take over Salesforce for its cloud platform only, there’s a risk that the CRM could weaken its brand and could stop focusing on the innovation that it’s known for. This would leave it open to being eclipsed in the near future by one of its competitors.

Final Thoughts

It’s worth noting that there has been speculation about Google and Salesforce in the past, and it hasn’t led to anything actually happening. That’s why some people are cautioning that we shouldn’t be holding our breath to see whether anything actually comes of this. If the merger does actually take place, it will be fascinating to see how the tech landscape is reshaped. There are many questions remaining to be answered. Some of the questions are very big-picture: can a company like Google really improve its market standing by sheer buying power? Other questions are more nitty-gritty: how would a merger like this impact Salesforce and its users? For now, this is very much a waiting game; it’s time to watch and learn from whatever may happen.

Account Teams in Salesforce - Customize, Improve and Streamline Your Teams

Salesforce has announced a host of exciting new features and enhancements to look for in winter 2020. The release includes some changes to Salesforce Lightning, Salesforce Classic, and the Salesforce Mobile App. There are too many changes to get into all at once, so for today we’re going to focus on the Account Teams features. If you’re not using it already, it’s high time you started working with Account Teams. Keep reading to learn why.

The new Account Teams features are designed to give you greater freedom and ease. This winter, Salesforce is releasing a range of customizable options to make Account Teams run more smoothly and intuitively. They’re making it easier to create teams by adding automation. Communication and knowledge sharing is also becoming smoother and more streamlined. At the same time, Salesforce is adding a host of opportunities to customize the way you use Account Teams.

Here are some of the features you’ll definitely want to know about.

What Is Account Teams?

An account team is a way to group together everybody who works on a given account. The team can include just about everybody who touches the account in a meaningful way. That will look slightly different, depending on the make-up of each company. But it could include, for example, a project manager, an executive manager, and a number of support staff.

Account teams is a great way to bring together all the people who are involved in a given project. As with every Salesforce feature, the impact is to reduce chaos and make sure that data doesn’t slip through the cracks.

So, account teams helps you to streamline communication, and track collaboration. It also helps you to set up clear tasks and map out responsibilities to members of the team. Again, the goal is to reduce chaos by keeping everybody on the same page. This also ensures that no key information gets lost.

Just a note: sometimes people confuse Account Teams with Opportunity Teams. There’s a key difference, though. An account team is the team working on an existing account, whereas an opportunity team is the group of people working on a sales opportunity.

What’s New in Account Teams?

Salesforce is bringing increased customization to account teams. The new features allow you to collect more information on each of your team members and store the information within account teams, where you can access it with a few keystrokes at any point.

Since every business has different needs, Salesforce is now allowing you to decide exactly what kind of information you need to bring together in account teams. You now have the freedom to add custom fields, buttons, and links to your Account Team set-up.

Again, you’re going to be moving towards minimizing chaos and creating a smooth, intuitive interface. The new features make this simpler than ever. You can also bring in validation rules and Apex triggers as well as workflow rules to create clean, easily-accessible data. The new features have the added bonus of minimizing the time you’ll need to spend on manual data entry.

What Can You Customize?

You’ll now be able to add customized fields and buttons to your Account Team Member Page. You’ll also be able to add those customized fields and buttons to your Add Account Team Members multiline editor.

Obviously this is going to empower each team to create their own metrics; each team is now free to measure its goals and scope according to its own parameters.

Just one possible use for this could be adding fields to indicate the start and end date of each team member. So for example, if you’ve got a new member coming into the project midway, you’ll be able to indicate that, and build out your planning accordingly. Likewise, if another of your team members if going to be away for the end of the project, you can build that into your planning as well.

Custom Buttons

You can now add custom buttons right to the Account Team related list.

There are some differences between the Lightning Experience and the Classic. In Lightning Experience, validation rules and Apex triggers come into play every time that you create an account team member; they also apply when you edit or remove members, or when you add a “default” account team. By contrast, Salesforce Classic automatically bypasses both the validation rules and the Apex triggers

Increased Automation

Salesforce is making it possible to automate team creation. This feature is very much optional, since it’ll be a great solution in some settings but it won’t be the best choice in every single situation.

Here’s how it works. The automatic account team creation is tied to the process builder. You can set up a process action that will add team members to a specific account. At the same time, you can configure a process that will automatically run whenever an account team member is created.

If you enable Account Teams, then the Account Team Member object will be visible as soon as you set up the process trigger. Once again, all of this is optional and under your control; if this isn’t desirable for the outcome you’re looking for, then simply disable the feature.

Increased Transparency

The new features are making it easier to facilitate smooth communication and avoid misunderstanding. One of the key ways Salesforce is doing that is by allowing you to see who has access to information in Account Teams.

Salesforce Classic has had this feature for a while, so users of the classic version already know how valuable it can be. Now, Lightning Experience is adding the ability for team members to see exactly who has access to the account records.

Going forward, teams working in Lightning will be able to see which members of their team can view or edit accounts or other records. This makes for increased transparency, obviously a great benefit for teams looking to deepen their collaboration. It also speeds up communication, reducing the need to repeatedly share the same information.

Here’s how it works. Each team member will be assigned a degree of access, ranging from a minimum to a maximum. (Those with maximum access will be able to access all the account records; those with minimum access will be restricted.)

The action “team member access” will open a window that clearly shows which record each person on the team can access. You can also customize this window so that it shows more, or less, information, depending on your team’s needs.

The default setting for Account Teams has the window showing every team member’s degree of access both to the account in question, and to any related accounts or opportunities. You can broaden this if you like, by switching your organization’s default setting to “Controlled by Parent.” In that case, the window will also show each team member’s degree of access to any related contacts.

Final Thoughts

Salesforce is a dynamic product, and it’s exciting to see all the ways that it continues to grow and develop. It’s a good idea to really take the time to educate yourself about all the developments to Salesforce so that you and your team don’t miss out on any of the tools available to you.

Often, it’s a good idea to sit down with an expert who can walk you through all of the Salesforce features that might make a difference to you, and your team. A talented consultant can point you towards opportunities that you might otherwise miss out on.

Using Gamification Apps to Make Salesforce Work for You

You probably already know that gamification apps can make a huge difference when it comes to your personal life. Maybe you use apps like Habitica or ToDoIst to increase your productivity, or fitness apps like Qapital and Long Game to gamify your finances.

You might not realize that gamification can also have a huge difference when it comes to motivating your employees, especially when you’re working with a CRM like Salesforce. In this article, we’ll look at some of the best apps out there for gamifying Salesforce. We’ll also weigh the pros and cons of each of those tools.

What is Gamification?

Gamification is one of the hottest trends in workplace technology. When used correctly, gamification can boost employee engagement and overall productivity, all by tapping into your staff’s natural competitive energy. It’s a win-win situation; gamification leads to a happier workforce, and also to a more successful company.

In fact, experts say that gamification increases employee engagement by as much as 33 percent, while leading to an increase in social media sharing, online commenting, and content discovery.

Gamification and Salesforce

If you’re in sales, you probably use a CRM to manage not only your sales records, but a wealth of valuable information about your clients and their history with you. Having all of that information at your fingertips can make all the difference in the world when it comes to boosting sales.

Salesforce is far and away the most effective CRM, especially for small and mid-sized companies.

However, many companies report that there’s a big lag when it comes to user adoption of Salesforce. In many companies, employees are slow to log info into Salesforce; they’re taking a long time to adjust to the new platform.

This comes down to human nature. It’s normal to resist change, and that means resisting new software too, even when that software is actually beneficial to us. That’s where gamification comes in. Apps that turn using Salesforce into fun can dramatically increase adoption of the platform. They also boost overall sales, return on investment, and other indicators of success.

Is Gamification Right for You?

Gamification apps can be hugely beneficial for most companies. However, they can come at a cost, and some companies – especially smaller, newer companies – might be reluctant to sign up for them.

If you’re hesitating about whether to try a gamification app, it’s a good idea to consider the following questions.

Do you have a great employee roster, but sometimes have trouble convincing your staff to log information into Salesforce?

Do some members of your team struggle to work effectively without constant input from you or from their direct manager?

Do some members of your team struggle to maintain their focus throughout the work week?

Do some members of your team have trouble effectively communicating with you, and with each other?

Do you ever worry that your employee morale is sinking too low?

If you answered “yes” to one or more of these questions, then you would probably benefit from trying out one of the tried-and-true gamification apps designed to work with Salesforce. Here are a few of the most popular of those apps:

Level Eleven

Level Eleven is a cloud-based gamification app which was designed specifically for Salesforce. Like many of the other gamification apps, it targets people’s competitive natures by creating contests, leaderboards, and other indicators of excellence.

Level Eleven creates personalized scorecards for sellers; it also uses a proprietary pacing algorithm, a goal management system, and a warning system. Level Eleven even creates “activity snapshots” for employees, so that managers will have instant access to their work. The idea is to keep every employee actively engaged in the daily behaviors that have been proven to make a difference in terms of long-term sales.

Level Eleven also provides managers with an onboarding template, making for a smooth entry for new staff. The app also includes data-driven sales coaching and comes with configurable coaching templates, making it a breeze to train new staff or to help faltering employees on the road to improvement.

Level Eleven starts about $30 per user per month. It’s on the steeper side of Salesforce gamification apps, although users seem to believe that the high price is worth it. The app offers a discount to non-profits interested in signing on.

Hoopla

Like Level Eleven, Hoopla is an app designed to work seamlessly with Salesforce. Hoopla allows users to create leaderboards using virtually any metric that suits their needs. You can use it to rank employees by call time, conversions, or any other metric that works for you.

Hoopla takes the data from Salesforce and instantly broadcasts it onto leaderboards, which can be displayed anywhere.

You can also use the app to create tournaments or “face off” contests to boost motivation among your staff. Employee wins are celebrated with what Hoopla calls “newsflashes.” The “newsflashes” look like a traditional “breaking news” alert. They get broadcast on all the TVs in your workplace and are they are definitely going to get everyone’s attention. Before long, every employee in the office is going to want to win a contest, just so that they can be the subject of a newscast too.

Hoopla also makes it easy to directly engage with remote workers. Its mobile app is very intuitive and easy to use. You can easily challenge a remote worker to a “face off” contest, for example. The result? Using the mobile app makes it feel like the remote workers are right there with you, where you can keep an eye on their progress.

Centrical

Centrical used to be known as GamEffective, so some people still know it under that name. The app works on a few levels to try and incentivize employees to perform better and to implement Salesforce more fully.

The app gives you, the business owner, a great picture of how employees are performing at any number of different measures of success. In fact, the beauty of Centrical is that it lets you track employee goals right there inside the Salesforce window.

You can award points or badges to your most successful employees, and you can refer struggling workers for additional training sessions. You can also set up compeititons or challenges – there are plenty of different ways to set up competitions so that it never gets boring.

Centrical also has a strong focus on identifying areas for improvement. The app uses AI to automatically flag areas where individual employees have room for improvement. It then makes suggestions – both to the employees and to their managers – about means of training or coaching them. Centrical also has its own system of “microlearning” which, it says, works seamlessly with its gamification system.

Final Thoughts

Implementing Salesforce can be overwhelming, even for the most organized workplace. The platform can revolutionize your business, but there really is a steep learning curve involved.

As with any other new platform, the larger your workforce, the more intentional you’ll need to be about getting all hands on deck to implement the new tool.

Gamification apps, like the ones described in this article, can make a huge difference when it comes to implementing Salesforce. They really do inject a lot of fun into the workplace, and they do a lot to build a culture of hard work, camaraderie, and competition among the different members of your staff.

Even remote workers can benefit from using these apps, which tend to make people feel closer to each other, even when they’re physically far away from the office.

It can also be a good idea to talk to a professional Salesforce consultant. A good consultant will be able to talk you through any challenges that you may be facing; they will be able to give you solid advice based on experience and training.

Prioritize and Close Deals with Einstein Opportunity Scoring

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