Sales Cloud14 tasks
Configure Einstein Sales Scoring
This capability gets a sales team working with Einstein Lead Scoring and Einstein Opportunity Scoring, along with related Einstein sales features. It covers turning the features on, granting access, and sometimes setting scores on specific records for a demo.
Method
How MeshMesh does it
- Checks which Einstein features are already active, for example finding Opportunity Scoring already on.
- Enables Einstein Lead Scoring, which starts model training.
- Configures related features such as Activity Capture and Account Insights, then assigns the Einstein permission sets to the user.
- For demos, sets a score on a specific opportunity. The Opportunity score field is read-only, so it creates a score record with sample scoring factors through Apex, then checks the result with a query and in the browser.
- For custom scoring requests, inventories the Lead object's fields, pages, flows and components, writes a phased plan for approval, and flags formulas that would fail on a multi-select picklist.
Next capability: Configure Einstein Activity Capture.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.