Add Intelligence To Your Apps

Transcription

1 Add Intelligence To Your Apps Salesforce, Winter Last updated: October 8, 2018

2 Copyright salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com, inc., as are other names and marks. Other marks appearing herein may be trademarks of their respective owners.

3 CONTENTS Add Intelligence to Your Apps Einstein Prediction Builder (Beta) Considerations for Setting Up Einstein Prediction Builder Plan Your Prediction Build a Prediction Index

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5 ADD INTELLIGENCE TO YOUR APPS You don t need to be a developer to create the right AI solution for your business. With Salesforce Einstein custom AI tools, predicting what happens next in your business is within your reach. 1

6 EINSTEIN PREDICTION BUILDER (BETA) Einstein Prediction Builder is custom AI for admins. Out-of-the-box Einstein apps don t fit your use case, but you don t write code? No problem. Point. Click. Predict! Note: As a beta feature, Einstein Prediction Builder is a preview and isn t part of the Services under your master subscription agreement with Salesforce. Use this feature at your sole discretion, and make your purchase decisions only on the basis of generally available products and features. Salesforce doesn t guarantee general availability of this feature within any particular time frame or at all, and we can discontinue it at any time. This feature is for evaluation purposes only, not for production use. It s offered as is and isn t supported, and Salesforce has no liability for any harm or damage arising out of or in connection with it. All restrictions, Salesforce reservation of rights, obligations concerning the Services, and terms for related Non-Salesforce Applications and Content apply equally to your use of this feature. You can provide feedback and suggestions for Einstein Prediction Builder in the Salesforce Einstein group in the Trailblazer Community. For information on enabling this feature in your org, contact Salesforce. EDITIONS Available in: Enterprise, Performance, Unlimited, and Developer Editions USER PERMISSIONS To set up and build predictions: Customize Application AND Modify All Data 2

7 CONSIDERATIONS FOR SETTING UP EINSTEIN PREDICTION BUILDER Before you start building predictions, here are a few things to keep in mind. Supported Data Types Einstein Prediction Builder can make predictions for the following types of fields. Checkbox Specially constructed formula fields Numeric Supported Objects Einstein Prediction Builder works with all custom objects, and supports the following standard objects. Account Asset Campaign Case Contact ContractLineItem Entitlement Lead LiveChatTranscript Opportunity Order OrderItem Product2 Quote QuoteLineItem ServiceContract 3

8 PLAN YOUR PREDICTION Before you start building a prediction, take some time to think about what you want to predict and how it translates to Salesforce objects and fields. In some cases, you might need to create a custom field to get your data in a format that Einstein can predict. When planning your prediction, you first decide what field you want to predict. How you set up your prediction depends on the data type of the field you re predicting. 1. Decide what field and type of field you want to predict values for. You can predict numeric fields like revenue, year-over-year growth, cost, tax, and salary. You can predict custom formula fields and checkboxes, such as the likelihood that a deal closes, or the likelihood that year-over-year growth is greater than last year. 2. If you want to predict whether something is true or not but you don t have a checkbox field to represent this value, create a custom formula field on the same object as the field you want to predict. Set the formula to evaluate to true, false, or blank (null). When you tell Einstein to predict this field, it gives you the likelihood of a true value. This likelihood is represented by a number between 0 and Build the prediction. Einstein Prediction Builder guides you through all the steps. No coding needed! 4. Customize your workflow or processes using Einstein s predictions. 4

9 BUILD A PREDICTION Einstein Prediction Builder lets you make custom predictions about what happens next in your business, without writing any code. After you determine what you want to predict, which field represents it, and what object contains that field, you re ready to build. 1. From Setup, enter Einstein Prediction Builder in the Quick Find box, then select Einstein Prediction Builder. Or, click Get Started on the Einstein Prediction Builder tile in Setup Home. 2. If it s your first time using Einstein Prediction Builder, click Get Started on the splash page. 3. Click New Prediction. 4. Enter a name for your prediction, such as Invoice Payment. 5. Tab to or click in the next field to auto-populate the API name. Click Next. 6. Select the object that contains the field you want to predict values for. To find an object quickly, start typing its name in the Search field. Click Next. 7. If you want to focus your prediction on a specific segment in your data set, select Yes, focus on a segment and set the conditions you want. Or, leave the default option No segment selected. Click Next. 8. Select the field you want to predict values for. The list of available fields is determined by the object you selected previously. To find the field you want in a long list, start typing its name in the Search field. Click Next. 9. If you want Einstein to use specific records as examples for your prediction (the training set), select Use specific records and set the conditions according to which records you want. Otherwise, leave the default option selected. Click Next. 10. Deselect any fields you want Einstein to ignore when making a prediction. 11. Enter a label for the field that stores your prediction results, such as Predicted Number of Days Late. Tab to or click in the next field to auto-populate the field name. Click Next. 12. Review your prediction settings carefully! After you build your prediction, you can t make changes to it. If anything looks wrong, click Back until you get to the page with the settings you want to tweak. Then click Next to get to this page again. When you re ready,click Build Prediction. 13. Click Done when you re finished reading the celebration page. Check back later to find your prediction s scorecard, which you can review and then decide whether to enable your prediction. Note: Predictions can t be edited. But you can clone a prediction, enable the new one, and disable the old one. 5

10 INDEX A AI 2 artificial intelligence 2 B build prediction 5 C custom AI 1 Custom AI 2 E Einstein 2 Einstein Prediction Builder 2 Einstein Prediction Builder considerations 3 P prediction planning 4 6