Einstein Opportunity Scoring, which is part of the Sales Cloud Einstein product suite, is available to eligible customers at no extra cost. Access is available through the Sales Cloud Einstein For Everyone permission set. Review who has access to the permission set, what’s included, and how to manage user assignments.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To create permission sets: | Manage Profiles and Permission Sets |
| To assign permission sets: | Assign Permission Sets |
The Sales Cloud Einstein For Everyone permission set is intended for users who don’t have a Sales Cloud Einstein license. For details about whether the permission set is available to you, contact your Salesforce account executive.
The Sales Cloud Einstein For Everyone permission set includes the following permissions.
| Permission | Description | Enabled by Default |
|---|---|---|
| Use Einstein Opportunity Scoring | Lets users see opportunity scores, which indicate which deals are more likely to close. | Yes |
| View Opportunity Scoring Model Factors | Lets users see all factors used by Opportunity Scoring to build scoring models. Scoring models are used to score individual records. Users who can view model factors can sometimes see the object data and object-related data used to build the models, regardless of their sharing settings. | No. Clone the Sales Cloud Einstein For Everyone permission set, enable the permission, and assign the permission set to users. |
- From Setup, enter Permission Sets in the Quick Find. Then, select Permission Sets.
- Click the Sales Cloud Einstein For Everyone permission set.
- Click Manage Assignments. Add and remove assignments, as needed.