Configure third-party scores for person accounts, contacts, or leads. Show scores on records, and use scores to sort the Work Queue.
Required Editions
| Available in: Lightning Experience |
| Available with Sales Engagement, which is included with Sales in Performance, Einstein 1, and Unlimited Editions, and available for an extra cost in Professional and Enterprise Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform. |
| User Permissions Needed | |
|---|---|
| To set up Sales Engagement: | Customize Application AND Modify All Data |
Note If Einstein Lead Scoring is set up, the Work Queue sorts leads automatically by lead score.
Even if you’re using Einstein Lead Scoring, you can configure third-party scores for contacts or
person accounts separately. For more information about adding Einstein lead scores to Sales
Engagement, see Set Up Einstein Lead Scoring for Sales Engagement.
- Create a custom number field on the lead or contact object. For person accounts, configure a custom number field in the object management settings for contacts.
- Configure the custom number field with your integrated third-party application to populate scores.
- From Setup, enter Sales Engagement in the Quick Find box, and then select Sales Engagement Settings.
- Open the Engage tab, and then expand Take Action in Lightning Experience.
- Expand Configure the Work Queue and To Do List with a Custom Score Field.
- From the object’s custom score, select the custom number field that’s configured as the third-party score. Users see this field as a sorting option in the Work Queue.