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Platform Administrator
Study Checklist
Checklist progress
0/282Learned
Given a scenario, identify the capabilities and implications of the sales process
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Given a scenario, apply the appropriate sales productivity features using opportunity tools
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Sales dashboards for pipeline visibility
Learn this conceptOpportunity scoring versus grading
Learn this conceptForecast categories versus opportunity stages
Learn this conceptForecast users, hierarchy, and quotas
Learn this conceptTerritory management versus role hierarchy
Learn this conceptTerritory models and assignment
Learn this conceptDescribe the capabilities of lead automation tools and campaign management
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Einstein Lead Scoring is a Sales Cloud Einstein feature that ranks each lead by how closely it matches your company's past conversions, so salespeople can work the most promising leads first. Einstein studies converted leads, builds a predictive model, and writes a read-only Lead Score onto records along with the field values that most raise or lower that score. An administrator turns it on in Setup, chooses how conversion is defined and whether to score all leads together or in segments, then waits for Einstein to finish building the model.