The AI score card on a record — score, plain-language analysis, recommendation, and one-click Next Steps and Draft Email actions.
Every Lead and Opportunity scored 0–100 — with a written reason and a recommended next step, based on your own won/lost history. No Einstein add-on, no Enterprise Edition requirement, your own AI provider key.
The AI score card on a record — score, plain-language analysis, recommendation, and one-click Next Steps and Draft Email actions.
No black box. Every score is produced from context you control and comes back with the reasoning written out — so reps can read it, trust it, or challenge it.
AI Engine reads only the fields your admin approved for the Lead or Opportunity — standard and custom. PII fields like email and phone stay out unless explicitly allowed.
A sample of your recently won and lost records is added for pattern matching — so the score reflects what actually closes in your pipeline, not a generic industry model.
Your AI provider — OpenAI, Claude or Azure OpenAI, via your own key — weighs fit, data completeness, engagement signals and deal momentum against those patterns.
The score (0–100), label, written reason and recommended next action are saved to the record — on save, on demand with Score Now, or in scheduled batches.
{
"score": 82,
"label": "Hot",
"confidence": "High",
"reason": "Strong fit with your recent wins in manufacturing: budget confirmed, decision maker engaged, active in the last 7 days. Missing: agreed next meeting.",
"recommendation": "Propose a pricing call this week while engagement is high."
}The actual JSON returned for every scored record — written to AI Score, AI Score Label and AI Score Reason fields on the Lead or Opportunity.
Since Spring 2026, Einstein Opportunity Scoring is included for all Sales Cloud users — and for some teams that’s enough. Here’s where the two approaches genuinely differ.
| AI Engine Scoring | Einstein Lead & Opportunity Scoring | |
|---|---|---|
| Opportunity scoring | 0–100 score with written reason and recommended next step | Score with factor cards; included for Sales Cloud users since Spring 2026 |
| Lead scoring | Included — same engine, same flat price | Requires Enterprise Edition or higher plus the Einstein AI add-on |
| Salesforce editions | Professional, Enterprise, Unlimited, Developer (API access required) | Higher editions; Professional not supported |
| How the score is explained | Plain-language reason + concrete recommendation a rep can act on | Top contributing factors shown as cards |
| Scoring model | Your own won/lost records as live context, plus your sales playbook via custom prompts | Predictive model trained on your historical data; global model until enough records accrue |
| AI provider & data control | Your choice — OpenAI, Claude or Azure OpenAI, via your own API key and Named Credential | Salesforce-managed models |
| Custom objects & fields | Admin-configured field allowlist, standard and custom fields | Standard Lead/Opportunity fields, limited customization |
| Beyond scoring | Same package includes assistant chat, summaries, email drafting, next steps, meeting prep | Scoring only; other AI features are separate products |
If you’re on Enterprise Edition and only need opportunity scores, try Einstein first — it’s included. AI Engine is for teams that want lead scoring without the add-on, scoring on Professional Edition, written reasoning, or one package that also drafts, summarizes and answers questions.
AI Engine keeps the experience close to Salesforce users, admins and business teams.
Generate practical score labels and explanations to help teams focus on the right deals.
Identify high-potential opportunities, stale deals and missing data signals faster.
Surface red flags, weak qualification, missing stakeholders and next-step gaps.
Adjust scoring logic, prompt templates and available fields based on your Salesforce process.
Use approved Salesforce context, configurable prompt templates and your preferred AI provider to support everyday sales and service work.
Designed for Salesforce admins and business systems teams, with clear configuration instead of hard-coded one-off automations.
Choose the provider that fits your security, compliance and cost requirements.
Use standard and custom Salesforce objects, fields and child records depending on your use case.
AI Engine builds a context from the record fields your admin approved, adds a sample of your recently won and lost records for pattern matching, and asks your AI provider for a 0–100 score. The response includes a label, confidence, a written reason and a recommended next action — all saved back to the Lead or Opportunity.
Not with AI Engine. Einstein Lead Scoring requires Enterprise Edition or higher plus the Einstein AI add-on; AI Engine runs scoring through your own AI provider key and works on Professional, Enterprise, Unlimited and Developer editions with API access.
It can be — but it doesn’t have to be. Since Spring 2026, Einstein Opportunity Scoring is included for Sales Cloud users, and if that covers your needs, use it. AI Engine adds lead scoring without the add-on, written reasoning instead of factor cards, scoring on Professional Edition, and your choice of AI provider.
Three ways: automatically when a Lead or Opportunity is saved, on demand with the Score Now button on the record, or in scheduled batches across your whole pipeline.
Yes. Admins configure exactly which standard and custom fields are included in the AI context. PII fields like email and phone are excluded unless explicitly allowed.
Only the admin-approved fields are sent to the AI provider you configured — via a Named Credential with your own API key. Prompts and answers are never stored outside your org, and the only automatic write is the score itself.