Setting up Einstein Lead Scoring and Opportunity Scoring

In the following sections, we will cover in detail Einstein Lead Scoring and Opportunity Scoring. First, we will cover the basics of Lead Scoring, then the key use cases and configuration options. We will cover the main architectural considerations for using the feature and then move on to a hands-on example. Finally, we will look at how Opportunity Scoring differs in some minor ways from Lead Scoring.

The basics of Einstein Lead Scoring

Lead Scoring is not a new invention. It refers simply to any way in which a company may numerically differentiate which leads to prioritize for distribution to sales staff, given limited sales resources. Many companies have pre-existing models, ranging from the basic (for example, the title is chief executive officer (CEO) and value > £1m) to sophisticated (for example, a statistical model informed by demographic and trend data). Einstein Lead Scoring, however, is a step up in so...