Modified infrastructure for scoring leads and opportunities

Enabled for Public preview General availability
Users, automatically Aug 3, 2020 Oct 23, 2020

Business value

The predictive score recalculation won't update the Last update date on lead or opportunity records.

Feature details

  • New entity to store the score: The predictive score will now be stored in a new related and dedicated entity, instead of directly in the lead or opportunity. This will ensure that the Last update date isn't reset with every run.
  • New views: My Open Leads Scored, My Open Opportunities Scored.
  • Deprecations: On the Lead entity: Lead Score, Lead Grade, Score Reasons, Score History, and Lead Score Trend. On the Opportunity entity: Opportunity Score, Opportunity Grade, Score Reasons, Score History, and Opportunity Score Trend.

See also

Configure predictive lead scoring (docs)