Salesforce – Neuralytics Unmanaged Package
This unmanaged package contains the fields for Neuralytics scores
Neuralytics is a predictive and prescriptive self-learning engine that prioritizes sales activities to target the most promising leads and opportunities. Neuralytics processes over 100 billion sales interaction data points to produce simple insights and directives that help sales teams make more money.
One facet of Neuralytics is a “Close” score that ranks records on their likelihood to succeed/close. These scores reside in the fields contained in the “Neuralytics Fields” unmanaged package.
- Customers have purchased the Accelerate license package from XANT.
- User completing the installation must have the Salesforce System Permission to “Download AppExchange Packages”.
- Login to your Salesforce org, then copy/paste the appropriate link in the tab’s URL, then GO!
- Change the option for “What if existing component names conflict with ones in this package” to = Rename conflicting components in package.
- Select to “Install for All Users”. Installing for All Users does NOT enable Playbooks for all users in your Salesforce organization. Rather, it enables all new app-specific profile permissions added by Playbooks so that the application will function properly. This will make it much easier to add users from various profiles to Playbooks in the future.
- Click Install.
- The installation process should take only a couple of minutes to complete. You will see a completion alert as well as an email from firstname.lastname@example.org once it was successfully installed.
You will also see the newly installed package by navigating to Setup > Build > Installed Packages. Below is a list of installed components.
- Account Record – Playbooks Account Close Score
- Account Record – Playbooks Account Close Score Grade
- Account Record – Playbooks Account Close Score Updated
- Contact Record – Playbooks Account Close Score
- Contact Record – Playbooks Account Close Score Grade
- Contact Record – Playbooks Account Close Score Updated
- Lead Record – Playbooks Account Close Score
- Lead Record – Playbooks Account Close Score Grade
- Lead Record – Playbooks Account Close Score Updated
- Modify the Integration User and Basic User Playbooks Permission Sets with the correct Field Accessibility using the field accessibility documentation as your guide.
- Your Account Team will coordinate with the NeuralX Team at XANT to build and implement a Neuralytics model.