---
schema_version: "1"
id: 9497e8536ed87a65047dd4e3a3f9bb2f3c54b8f64434da044285098a54255778
title: Create a CRM Analytics Template Configuration
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_create_configuration_to_predict_lead_opportunity_conversion.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_create_configuration_to_predict_lead_opportunity_conversion.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3eea6cb5d9c50eb1646392b8606141812e0833a01455a0f01e517be6ce9dd6dd
description: Configure a template by using Scoring Framework to install a CRM Analytics app that predicts lead and opportunity conversion likelihood.
products:
  - Automotive
release: "264"
---
# Create a CRM Analytics Template Configuration

Configure a template by using Scoring Framework to install a CRM Analytics app that predicts lead and opportunity conversion likelihood.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions where Automotive Cloud, AI Accelerator, and Scoring Framework are enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d136932e63">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d136932e63 ">To create a CRM Analytics template configuration:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d136932e63 ">Scoring Framework Admin</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d136932e63 ">To install a CRM Analytics app:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d136932e63 ">Manage CRM Analytics Templated Apps</td>

          </tr>
        </tbody>
      </table>

1. In Scoring Framework, [create a CRM Analytics template configuration](https://help.salesforce.com/s/articleView?id=ind.create_template_configuration.htm&type=5&language=en_US) with the required template configuration type.
2. [Select Lead or Opportunity (based on the selected template) as the object](https://help.salesforce.com/s/articleView?id=ind.configure_object_for_training_and_scoring.htm&type=5&language=en_US) to train your model and get predictions for.
3. To better analyze your data, [include input features](https://help.salesforce.com/s/articleView?id=ind.configure_crm_analytics_dataset_additional_features.htm&type=5&language=en_US) that are in a CRM Analytics dataset.
4. [Define the target variable](https://help.salesforce.com/s/articleView?id=ind.configure_target_variable.htm&type=5&language=en_US) for your model.
    - - For Lead Conversion Score (Automotive Cloud), select either 'Leads Have Converted Into Accounts' or 'Leads Have Converted Into Opportunities'.
        - For Opportunity to Account Conversion Score (Automotive Cloud), select ‘Opportunities Have Converted Into Accounts’.
        - To define a custom target variable, add conditions.
5. [Select input features](https://help.salesforce.com/s/articleView?id=ind.configure_features.htm&type=5&language=en_US) from a CRM Analytics dataset, a predefined set of fields, or from the object that you selected for training and scoring.
6. To focus your predictions on a specific subset of the claims data, [define filter conditions](https://help.salesforce.com/s/articleView?id=ind.configure_training_and_scoring_datasets.htm&type=5&language=en_US).
7. To display your generated predictions in records, [select a preconfigured output connector](https://help.salesforce.com/s/articleView?id=ind.configure_write_back.htm&type=5&language=en_US), and then select one of these objects and its field to store the prediction.
    - - Lead
        - LeadPreferredSeller
        - LeadLineItem
8. To show prediction scores, suggestions and insights about prediction scores, and Next Best Action recommendations, [create an AI Accelerator use case](https://help.salesforce.com/s/articleView?id=ind.configure_ai_accelerator.htm&type=5&language=en_US).

- **[Input Features to Get Lead Score Predictions](https://help.salesforce.com/s/articleView?id=ind.auto_input_features_to_get_lead_score_predictions.htm&release=264.0.0&type=5)**  
    Select input features from a set of calculated values. Get the predicted opportunity score to identify high-potential leads by scoring factors related to leads.
- **[Input Features to Get Opportunity Score Predictions](https://help.salesforce.com/s/articleView?id=ind.auto_input_features_to_get_opportunity_score_predictions.htm&release=264.0.0&type=5)**  
    Select input features from a set of calculated values. Get the opportunity score to identify high-revenue opportunities by analyzing factors related to opportunities.