---
schema_version: "1"
id: 8c2510b155e30f61e37cb3b014007b8dd9affccb6565c2052b82f248d0ca892f
title: Set Up Opportunity Score
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/pipeline_inspection_opportunity_scoring_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_opportunity_scoring_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2f60ce124eaa57aaa538f079bcb332a7e21cee1cacec2b937532f4a95874c2d6
description: Identify at-risk deals earlier and increase your win rates with AI-driven opportunity scores. Opportunity Score merges standard CRM data with real sales methodology to give you an accurate view of your revenue.
products:
  - Sales Cloud
release: "264"
---
# Set Up Opportunity Score

Identify at-risk deals earlier and increase your win rates with AI-driven opportunity scores. Opportunity Score merges standard CRM data with real sales methodology to give you an accurate view of your revenue.

### 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 in <strong>Performance</strong> and <strong>Unlimited</strong> editions with Sales Cloud. In <strong>Enterprise</strong> Edition with Sales Cloud, this feature requires the Agentforce or Revenue Intelligence add-on.</td></tr></tbody></table>

By grouping deals into Healthy, Caution, and At Risk likelihood categories, Opportunity Score helps your sales team focus their efforts and take action quickly.

- **[Considerations for Setting Up Opportunity Score](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_opportunity_scoring_considerations.htm&release=264.0.0&type=5)**  
    Review important considerations before setting up Opportunity Scoring.
- **[Configure Data 360 for Opportunity Scoring](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_opportunity_scoring_config_data360.htm&release=264.0.0&type=5)**  
    To set up Opportunity Score, enable and configure Data 360 so you can leverage the data effectively. Enable Data 360 for your Salesforce org. Data Cloud One is supported.
- **[Select a Data Space for Opportunity Scoring](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_opportunity_scoring_select_data_space.htm&release=264.0.0&type=5)**  
    Store and read data for your predictive models by selecting a centralized data space. Make sure that all the data needed for the opportunity score predictive model is stored in one data space.
- **[Turn On Opportunity Score](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_opportunity_scoring_turn_on.htm&release=264.0.0&type=5)**  
    Turning on Opportunity Score also turns on Scoring Framework and configures required data sources in Data 360.
- **[Connect Salesforce to Your Email and Recording Providers](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_opportunity_scoring_email_voice.htm&release=264.0.0&type=5)**  
    To let Einstein Activity Capture (EAC) and Einstein Conversation Insights (ECI) access your teams’ email data, calendar data, and meeting recordings, connect Salesforce to your company's email and call recording systems.
- **[Activate and Deploy Sales Methodology Data to Data 360](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_opportunity_scoring_deploy_methodology.htm&release=264.0.0&type=5)**  
    Improve the accuracy of your opportunity scores by incorporating your sales methodology data. This is an optional step. Making this data available to Data 360 helps the scoring model evaluate factors like MEDDIC scores to better determine deal health.
- **[Train the Model to Score Opportunities](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_opportunity_scoring_train_model.htm&release=264.0.0&type=5)**  
    Build a predictive scoring model from your closed opportunities so sales teams see Healthy, Caution, and At Risk categories in Pipeline Inspection and Pipeline Forecasting.
- **[Add Opportunity Score Component to the Opportunity Record Page](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_opportunity_scoring_add_components.htm&release=264.0.0&type=5)**  
    Place the Opportunity Score Lightning component on the opportunity record page so sellers see score context on the deal. Add it after the model is trained and scores are generated.
- **[Set Opportunity Score Thresholds](https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_opportunity_scoring_set_thresholds.htm&release=264.0.0&type=5)**  
    Define the score ranges that classify opportunities as healthy, caution, or at-risk so Pipeline Inspection and related views match how your teams prioritize deals. Update the thresholds when your sales process or score distribution changes. Then confirm category behavior in pipeline views.