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Opportunity scoring versus grading

Key Takeaway

Einstein Opportunity Scoring predicts how likely an opportunity is to be won. Account Engagement grading shows how well a lead fits your ideal customer profile.

Einstein Opportunity Scoring and Account Engagement grading both help teams decide where to spend their time, but they answer different questions about different records. Einstein Opportunity Scoring uses machine learning to score opportunities, and grading uses profiles to grade leads.

How opportunity scoring and grading differ
Einstein Opportunity ScoringAccount Engagement grading
RecordsOpportunitiesLeads
ResultA score from 1 to 99A letter grade from F (worst) to A+ (best)
What it showsHow likely the opportunity is to be wonHow well the lead fits your ideal customer profile

Reps can use the score to focus on the opportunities most likely to close. A grade measures fit because a lead that is active and interested is not always a good fit for your business.

Platform Administrator Study Guide

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Given a scenario, apply the appropriate sales productivity features using opportunity tools (for example: dashboards, lead scoring, Einstein for Sales, opportunity scoring, grading, and home page assistant, forecasting, territory management)

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Einstein Lead Scoring

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Opportunity scoring versus grading

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Einstein Home page assistant

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Collaborative Forecasts types

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Forecast adjustments

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Territory models and assignment

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