function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
Nicole Chang_Nicole Chang_ 

Lead Scoring method based on locations

Hello everyone, 
I am wondering if any best practices out there for lead scoring based on their geographical location other than creating custom formula field? 
Thanks so much in advance. 
Best Answer chosen by Nicole Chang_
Shri RajShri Raj
There are a few ways to approach lead scoring based on location in Salesforce:
Custom formula field: As you mentioned, you can create a custom formula field to calculate lead score based on geographical location. For example, you can assign higher scores to leads from regions where your company has a higher conversion rate or assign higher scores to leads from regions with higher purchasing power.
Salesforce Einstein Lead Scoring: If your organization has Salesforce Einstein, you can use the built-in lead scoring capabilities to automatically calculate a score for each lead based on a variety of factors, including geographical location. Einstein uses machine learning algorithms to evaluate the data in your Salesforce org and determine the best scoring model for your leads.
Geolocation services: You can use third-party geolocation services to enhance the accuracy of your lead scoring based on location. These services can provide detailed information about the geographical location of a lead, such as the city, state, and country, which you can use to calculate a more accurate score.
Lead assignment rules: In addition to scoring leads based on their geographical location, you can also use lead assignment rules to route leads to the appropriate sales team member based on their location. This can help ensure that leads are quickly followed up with by a sales representative who is knowledgeable about their local market.

All Answers

Shri RajShri Raj
There are a few ways to approach lead scoring based on location in Salesforce:
Custom formula field: As you mentioned, you can create a custom formula field to calculate lead score based on geographical location. For example, you can assign higher scores to leads from regions where your company has a higher conversion rate or assign higher scores to leads from regions with higher purchasing power.
Salesforce Einstein Lead Scoring: If your organization has Salesforce Einstein, you can use the built-in lead scoring capabilities to automatically calculate a score for each lead based on a variety of factors, including geographical location. Einstein uses machine learning algorithms to evaluate the data in your Salesforce org and determine the best scoring model for your leads.
Geolocation services: You can use third-party geolocation services to enhance the accuracy of your lead scoring based on location. These services can provide detailed information about the geographical location of a lead, such as the city, state, and country, which you can use to calculate a more accurate score.
Lead assignment rules: In addition to scoring leads based on their geographical location, you can also use lead assignment rules to route leads to the appropriate sales team member based on their location. This can help ensure that leads are quickly followed up with by a sales representative who is knowledgeable about their local market.
This was selected as the best answer
Nicole Chang_Nicole Chang_
tks so much!!