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Configure Einstein Lead Scoring

Assign Permission Sets

Great, you’re all set with your brand-new special org. Before you can set up Einstein Lead Scoring, you must give yourself and your sales rep access to Sales Cloud Einstein.

  1. From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.
  2. Click the Sales Cloud Einstein Permission Set.
  3. Click Manage Assignments to assign the permission set to users.
  4. Click Add Assignments.
  5. Select the checkbox next to Pepper, Belle and your name, then click Assign.
  6. Click Done.

Use Assisted Setup to Configure Einstein Lead Scoring

The Sales Cloud Einstein setup page shows all the steps you need to deploy Sales Cloud Einstein. Choose the lead conversion milestone that matches your business practices. Does your sales team create opportunities when they convert leads, or do they simply convert leads to accounts and contacts?

  1. From Setup, enter Assisted Setup in the Quick Find box, and then select Assisted Setup under Einstein Sales.
  2. If it’s your first time visiting the setup page, click Get Started.
  3. Click Set Up next to Einstein Lead Scoring.
  4. On the Setup page, click Set Up.
  5. Read the Introduction and then click Get Started.
  6. For the following steps, select the appropriate option and then click Next to move to the next step.
    Screen
    Value
    How does your sales team convert leads?
    The lead converts to an opportunity, contact, and account.
    Do you want Einstein to consider all lead fields?
    No, ignore certain fields (Advanced).
    Deselect fields to ignore during score analysis.
    Leave blank.
  7. When Einstein finishes confirming your settings, click Score Leads.
  8. Click Close.
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