Einstein Lead Scoring is one of the easiest Einstein features to enable. The setup is mostly verifying the org has enough training data and picking which fields to exclude. Initial scores appear within 24-48 hours of enable.
- Verify the data threshold
Setup, Einstein Lead Scoring shows a Data Readiness check. Confirm at least 1000 Leads in the past 6 months and 120 conversions. Below threshold, the feature stays grayed out; collect more data or check with Salesforce Support about edge cases.
- Enable the feature
Setup, Einstein Lead Scoring, Toggle Enable Einstein Lead Scoring on. The platform begins training on existing data. First-time training takes 24-48 hours; scores appear on Lead records after.
- Add the Score and Score Tier fields to layouts
Object Manager, Lead, Page Layouts. Add Einstein Score and Einstein Score Tier to the Lead Information section. Add the Einstein Score Insights component to the Lightning record page so reps see the Top Factors panel inline.
- Configure excluded fields
Setup, Einstein Lead Scoring, Excluded Fields. Exclude PII, legacy fields, and high-cardinality free-text. Review the auto-included predictor list and remove anything irrelevant.
- Update assignment rules and reports
Add Einstein Score Tier to the Lead Assignment Rule entries (route Hot Leads to a senior rep, Cold to a nurture queue). Build a Hot Leads dashboard component. Set up alerts on aging Hot Leads that have not been contacted.
Lead fields to leave out of the model. Always exclude PII (email, phone), legacy fields, and high-cardinality text. Inclusion is implicit.
Customize the Hot, Warm, Cold cutoffs from defaults (80/30). Match to your org''s rep capacity and definition of high-priority.
Automatic every 10 days. Not user-configurable. Re-enabling the feature triggers an immediate retrain.
Field-level security on Einstein Score controls which users see the score. Hide from junior reps if the org wants to filter by tier centrally.
- Minimum data threshold: 1000 Leads in 6 months, 120 conversions. Below this, the feature stays unavailable.
- The model retrains every 10 days. Rapid market shifts (new product launch, new buyer segment) lag the model by up to two weeks.
- Einstein cannot see conversion happening outside Salesforce. If most deals close offline or via partners without proper Salesforce tracking, scoring will misrank Leads.
- Free-text custom fields with high cardinality (long open-text comments) confuse the model. Exclude them.
- Pardot Lead Scoring and Einstein Lead Scoring are separate. Without a custom formula, reps see two different scores on the same Lead and have to reconcile manually.