---
schema_version: "1"
id: c7a5720c3a76085a175f8f66dfb5f6e7480ef80045a61746926c28a099d7b1b9
title: Define Account Rules
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/pc_define_account_rules.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.pc_define_account_rules.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c4180ced87093789e5d77b9dee84a474c3d8f0d6d3a1207068b73aba07f58bc1
description: The Account Score helps you analyze your next potential customer. The Account Score is calculated based on the Engagement, Fit, and Intent scores, based on the percentage weights provided.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Define Account Rules

The Account Score helps you analyze your next potential customer. The Account Score is calculated based on the Engagement, Fit, and Intent scores, based on the percentage weights provided.

### 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 Sales Engagement, which is included with Sales in <strong>Performance</strong>, <strong>Unlimited</strong> Editions, <strong>Agentforce 1 Edition</strong>, 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>

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

Important Prospecting Center is scheduled for retirement in all Salesforce orgs as of April, 2026. For existing customers, Prospecting Center remains available till April 2027.

<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="d104984e78">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d104984e78 ">To give users access to the Sales Engagement app:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d104984e78 ">Sales Engagement User </td>

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

Before you define the Account rules, make sure that Prospecting Center is enabled.

Here you can specify the overall impact of each score on the account score and adjust the Account Scoring criteria to score the accounts.

1. Go to the Prospecting Center setup page.
2. Click **Configure** next to Configure Account Scoring. The Scoring Rules page appears.
3. Adjust the Account Score slider to define the impact of the Engagement, Fit, and Intent Scores on the overall Account Score. By default, the Fit Score and Engagement Score is set to 50% each, and the Intent Score is disabled. You can choose to enable Intent Score based on your preferences.
    
    ![The account score metrics in Prospecting Center](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/high_velocity_sales/pc_account_score.png)
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_note.png)
    
    Note Make sure that the sum of the weights for the Engagement, Fit, and Intent scores is 100.
4. To save your changes, click **Publish**.

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

Example

If you want the Engagement and the Fit Score to have equal impact and the Intent score to have a higher impact in calculating the Account Score, adjust the slider to 30% for the Engagement and the Fit Scores and 40% for the Intent Score.

[Manage Engagement Rules](https://help.salesforce.com/s/articleView?id=sales.pc_manage_engagement_rules.htm&release=264.0.0&type=5 "The Engagement Score defines how actively the individuals in this account typically interact with your sales communications. A higher engagement score indicates a more interested customer. In Prospecting Center, you can add rules to define the Engagement Score.")