Einstein scoring and predictive forecasting
The predictive AI tools in Agentforce Sales: Einstein Lead Scoring (own versus global model, 10-day refresh, read-only score, factors, field exclusion, dashboard), Einstein Opportunity Scoring (1-99 score, where it appears, licensing) and Einstein Forecasting (inputs, data requirements, the Einstein Prediction column), and how to tell predictive from generative AI.
Understand what predictive AI tools are available in Agentforce Sales.
~7 min read · 14 practice questions ·
What the exam expects
- Classify Agentforce Sales (formerly Sales Cloud) AI features as predictive (scores and forecasts) or generative (new text).
- Explain how Einstein Lead Scoring builds and refreshes its model, what reps see, and what admins can change.
- Describe Einstein Opportunity Scoring: the 1-99 score, its factors, where it appears and who can use it without a Sales Cloud Einstein license.
- Name Einstein Forecasting's inputs, data requirements and where its prediction appears.
Key terms: predictive AI (machine learning that scores or forecasts from historical CRM data); lead score (read-only rank of how closely a lead resembles leads that converted); global model (a lead scoring model built from anonymous data across many Salesforce customers); opportunity score (1-99 likelihood that an opportunity will be won); Einstein Prediction column (Einstein Forecasting's predicted amount on the Forecasts page).
Key facts
- Detail
- Every 10 days
- Detail
- Used when leads aren't segmented and conversion data is insufficient
- Detail
- Read-only (lock icon)
- Detail
- Admin can tell Einstein not to include a field
- Detail
- 1 to 99, likelihood of winning
- Detail
- With or without a Sales Cloud Einstein license
- Detail
- Performance and Unlimited; extra cost in Enterprise
- Detail
- Past opportunities; account records, history, activities; owner's annual win rates
- Detail
- One opportunity update in each of the past 12 months
- Detail
- Best Case and Commit categories; median per manager's team
Sources for this section (6)
- Einstein Lead Scoringhelp.salesforce.com (opens in a new tab)
- Einstein Opportunity Scoringhelp.salesforce.com (opens in a new tab)
- Sales Cloud Einstein Scoringhelp.salesforce.com (opens in a new tab)
- Optimize Sales Forecasting with AI (Trailhead)trailhead.salesforce.com (opens in a new tab)
- Considerations for Setting Up Einstein Forecastinghelp.salesforce.com (opens in a new tab)
- Build a Smarter Pipeline with Einstein Forecastinghelp.salesforce.com (opens in a new tab)
- Why can a brand-new org see lead scores immediately?
- When will a manager not see a value in the Einstein Prediction column?
- Which three places can show an opportunity score in Lightning Experience?
- Which delivered asset shows how lead scoring is performing?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Agentforce Sales Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 20 lessons of the Agentforce Sales Consultant guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Inline practice questions and one-click topic practice (14 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
- Unlimited timed practice exams