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Score Your Lead

Assign scores to leads using custom rules and prioritize your pipeline.

Overview

  • 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.

Score Your Lead is a Salesforce-native application that enables organizations to prioritize leads through an automated, rules-based scoring system. Users can define custom lead scoring rules based on specific field conditions. The app automatically evaluates these rules when leads are created or updated and assigns points accordingly. It also includes batch processing features to retroactively score existing leads and re-calculate scores when rules change.

Categories

Business Needs
Sales
Industries
Automotive
Engineering, Construction, & Real Estate
Travel, Transportation, & Hospitality
Personas
Administrator
Developer
Marketer
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Managed Package
Lightning App Builder

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