---
schema_version: "1"
id: e69ef458a2c905119ce1d622216b17134f9e549e6c172ce6683f91a7ad9a2e53
title: Set Up Einstein Lead Scoring for Sales Engagement
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/hvs_setup_configure_lead_scoring.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.hvs_setup_configure_lead_scoring.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 81803de26fd179229399e3e84611cda380fabe5eef59a2e6b1f0773b39799db2
description: If you’re using Einstein Lead Scoring for the first time, enable and configure Einstein Lead Scoring in Setup.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Set Up Einstein Lead Scoring for Sales Engagement

If you’re using Einstein Lead Scoring for the first time, enable and configure Einstein Lead Scoring in Setup.

### 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: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with <a href="https://www.salesforce.com/sales/engagement-platform/" target="_blank">Sales Engagement</a>, which is included with Sales in <strong>Performance</strong>, <strong>Einstein 1</strong>, and <strong>Unlimited</strong> Editions, and available for an extra cost in <strong>Professional</strong> and <strong>Enterprise</strong> Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform.</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="d117673e83">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d117673e83 ">To set up Sales Engagement:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d117673e83 ">Customize Application AND Modify All Data</td>

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

1. From Setup, enter **Einstein Lead Scoring** in the Quick Find box, and then select **Einstein Lead Scoring**.
2. On the Settings page, click **Get Started**.
3. Read the introduction, and then click **Next**.
4. 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? Then click **Next**.
5. Choose whether you want Einstein to score all your leads or only leads that meet criteria you specify. To score only certain leads, click **Score only leads that meet my criteria**. Otherwise, click **Next**.
    
    You can specify up to 100 field filters for the leads you want to score. The CurrencyIsoCode field can’t be used in lead field filters.
    
    The following field data types also can’t be used in lead field filters.
    
    - Address
    - Date
    - Datetime
    - Double
    - Encrypted String
    - Geolocation
    - Multipicklist
    - Reference— However, the RecordTypeId reference field is supported.
    - Text Area
    - Time
6. Choose whether you want Einstein to include all your lead fields during lead score analysis. To exclude specific fields, click **No, ignore certain fields (Advanced)**, and then deselect the fields you want to ignore. Otherwise, click **Next**.
    
    Some businesses use fields that don’t affect a lead’s chance of converting. For example, you might have a field that indicates the reason a lead didn’t convert. Telling Einstein to ignore those fields yields more accurate lead scores. Before ignoring a field, make sure that the field doesn’t affect the lead’s chance of converting. Ignoring fields that affect score analysis decreases the accuracy of your lead scores. If you are uncertain about whether to ignore a particular field, contact Salesforce Customer Support.
7. Wait while Einstein confirms that your company’s data works with the settings you’ve chosen.
8. When Einstein finishes confirming your settings, click **Score Leads**.
9. Using the Lightning App Builder, make sure that the Einstein Lead Scoring component was added to Lightning pages for leads. In Salesforce Classic, add the Lead Score field to lead page layouts. The Lead Score field can’t be used on the same page layout as the Lead Score Distribution or Conversion Rate by Lead Score report components.
10. After scores are available, add the Lead Score field to public lead list views. Salesforce automatically adds this field to default list views.

It takes up to 24 hours for lead scores to be available. Sales Cloud Einstein users see scores and factors on the Einstein Scoring component.

To see the component, users need read access to the Company, Phone, and Email fields on leads.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_tip.png)

Tip To get the most out of Einstein Lead Scoring, encourage sales reps to add the Lead Score field to their lead list views.