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AI Opportunity and Lead Scoring for Salesforce

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, your own AI provider key.

Built for practical CRM workflows

AI Engine keeps the experience close to Salesforce users, admins and business teams.

Lead and Opportunity scores

Generate practical score labels and explanations to help teams focus on the right deals.

Pipeline prioritization

Identify high-potential opportunities, stale deals and missing data signals faster.

Risk and fit analysis

Surface red flags, weak qualification, missing stakeholders and next-step gaps.

Admin configurable

Adjust scoring logic, prompt templates and available fields based on your Salesforce process.

AI inside Salesforce, not another tab

Use approved Salesforce context, configurable prompt templates and your preferred AI provider to support everyday sales and service work.

Admin-led setup Designed for Salesforce admins and business systems teams, with clear configuration instead of hard-coded one-off automations.

OpenAI, Claude, Azure OpenAI Choose the provider that fits your security, compliance and cost requirements.

Works with custom CRM processes Use standard and custom Salesforce objects, fields and child records depending on your use case.

Common questions

How does AI opportunity scoring work in Salesforce with AI Engine?
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, a written reason and a recommended next action. The score, label and reason are saved back to the Lead or Opportunity; the recommendation is shown on the AI Score card.
Does salesforce AI lead scoring require Einstein or Enterprise Edition?
Not the Einstein add-on. Einstein Lead Scoring requires Enterprise Edition or higher plus the Einstein AI add-on; AI Engine runs scoring through your own AI provider key on Enterprise, Unlimited and Developer editions.
Is this an Einstein Scoring replacement?
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, and your choice of AI provider.
When are records scored?
Three ways: automatically when a new record is created or a key field changes (if the admin turns this on), on demand with the Generate AI Score button on the record, or in scheduled batches.
Can scoring use custom fields?
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.
Where does my data go during AI scoring for sales opportunity management?
Only the admin-approved fields are sent to the AI provider you configured - via a Named Credential with your own API key. AI Engine does not store the full prompts and answers; automatic scoring writes only the score, label, reason and scoring date to the record.

How the AI score is calculated

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.

  1. Record context

    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.

  2. Your won/lost history

    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.

  3. AI evaluation

    Your AI provider - OpenAI, Claude or Azure OpenAI, via your own key - weighs fit, data completeness, engagement signals and deal momentum against those patterns.

  4. Score + reason on the record

    The score (0-100), label and written reason are saved to the record, and the card shows a recommended next action. Scoring runs automatically, on demand with Generate AI Score, or in scheduled batches.

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Łukasz Ciężki
Łukasz Ciężki
Partner
lukasz@teamco.cloud