Score Your Lead

Highlights

• Custom Rule-Based Lead Scoring Define flexible rules using lead field conditions and assign scores tailored to your sales strategy.
• Real-Time Lead Scoring Automatically calculates scores when a lead is created or updated—no manual input required.
• Batch Scoring for Existing Leads Easily score historical or unqualified leads using built-in batch processing tools.
• Lead Score Visualization View lead scores in an interactive pie chart directly on the Lead record page.
• Lightning-Ready User Interface Built with Lightning Web Components for seamless integration in Lightning Experience.
• No-Code Rule Management Business users can create, view, and activate scoring rules through a user-friendly interface—no code needed.
• Support for Lead Score Recalculation Automatically re-scores leads when rules are updated to ensure scoring accuracy over time.
• Permission-Controlled Access Manage who can configure rules and access score data via the included permission set: Lead Scoring App User.
• Sales Cloud Integration Works out-of-the-box with Salesforce Sales Cloud using standard Lead objects and fields.