Einstein Prediction Builder

Einstein Prediction Builder is a tool that allows you to create custom AI models directly within Salesforce, enabling you to predict outcomes based on your Salesforce data. This feature is part of Salesforce Einstein, an integrated set of AI technologies that makes the Salesforce Customer Success Platform smarter.

Here’s how Einstein Prediction Builder works and how you can utilize it:

1. Define the Prediction: Start by selecting the object in Salesforce on which you want to make predictions, such as predicting the likelihood of sales opportunities being won or predicting customer churn. You define what you want to predict and on which field your prediction will be focused.
2. Choose the Data: Select the fields from your Salesforce data that you believe will influence the prediction. Einstein Prediction Builder uses these fields as inputs to train the model.
3. Build the Model: After configuring the inputs, Einstein Prediction Builder automatically processes the data and builds a machine learning model tailored to your prediction needs. You don’t need to write any code or manage the underlying algorithms.
4. Deploy and Use Predictions: Once the model is built, you can deploy it and start using the predictions in your Salesforce workflows, reports, and dashboards. You can also use these predictions to trigger specific actions using Salesforce Process Builder or Flow.
5. Evaluate and Iterate: Salesforce provides tools to evaluate the accuracy of your predictions and insights into how different factors are influencing them. You can refine your model by adjusting the data inputs or modifying the configuration based on performance.

Einstein Prediction Builder democratizes the use of AI, making it accessible to administrators and business users without deep technical knowledge in data science. This tool is powerful for enhancing decision-making and automating processes based on predictive insights directly within the Salesforce environment.

Setting up Einstein Prediction Builder

Setting up Einstein Prediction Builder in Salesforce involves several steps to create and deploy a predictive model. Below is a general guide to help you get started:

1. Prerequisites

• Salesforce Edition: Ensure that you have a Salesforce edition that supports Einstein Prediction Builder (e.g., Enterprise, Performance, Unlimited, or Developer Edition).
• Permissions: Make sure you have the necessary permissions enabled in Salesforce, including Modify All Data, Manage Einstein Prediction Builder, and access to any relevant objects and fields.

2. Access Einstein Prediction Builder

• Navigate to the Setup in Salesforce.
• Enter “Einstein Prediction Builder” in the Quick Find box and select it under Einstein Platform.

3. Create a New Prediction

• Click on “New Prediction”.
• Name your Prediction: Choose a name that clearly identifies what you’re predicting.

4. Select the Object

• Target Object: Select the Salesforce object that contains the field you want to predict.
• Outcome Field: Choose the field that holds the outcome you want to predict (like a checkbox that marks a customer churn).

5. Define the Prediction

• Type of Prediction: Decide whether you are predicting a numerical value or a binary outcome (true/false).
• Records to Include: Specify which records should be included in the prediction (like all records or only those meeting certain criteria).

6. Select Predictor Fields

• Choose fields from your Salesforce data that you think influence the outcome. Einstein Prediction Builder will analyze these fields to generate the prediction.

7. Review and Build

• Review all settings and make any necessary adjustments.
• Click on “Build” to let Einstein create the model. Building the model can take some time depending on the complexity and amount of data.

8. Deploy the Prediction

• Once the model is built and evaluated, you can deploy it.
• Go to the detail page of the prediction and click “Deploy”.
• Integrate Predictions: Use the predictions in your workflows, formulas, or display them on record pages using Lightning App Builder.

9. Monitor and Improve

• Regularly check the performance of your model through the dashboard provided by Einstein Prediction Builder.
• Adjust the model inputs or refine your data set based on the performance metrics and insights you gather.

10. Enable Predictions in Your Salesforce Environment

• After deploying the prediction, use the model’s predictions in reports, dashboards, or as part of automated workflows to enhance decision-making processes.

By following these steps, you’ll be able to leverage AI-driven insights within Salesforce, enhancing your ability to make informed decisions based on predictive data analysis. Remember, the effectiveness of your model highly depends on the quality and relevance of the data you use to train it.

Setting up Salesforce trial org with Einstein capabilities

To set up a Salesforce trial org with Einstein capabilities, you can sign up for a CRM Analytics-enabled Developer Edition Org. This will give you access to CRM Analytics and allows you to experiment with its features using sample data and built-in analytics tools. Here’s a general guide on how to get started:

1. Sign Up: Visit the specific sign-up page for a CRM Analytics-enabled Developer Edition Org. You’ll need to provide an email address and some other basic information to register. You can start the sign-up process here.
2. Verify and Activate Your Account: After filling out the sign-up form, you’ll receive an activation email. Click the “Verify Account” link in the email to activate your account, set your password, and choose a security question.
3. Access CRM Analytics: Once your account is activated, you can log in to your new org. It will be pre-configured with CRM Analytics and comes with sample data to help you start exploring and building analytics dashboards right away.
4. Connect to Trailhead: To maximize your learning and get hands-on experience, you can connect this org to your Trailhead account. This integration will allow you to complete hands-on challenges and earn badges that demonstrate your skills.

This setup will give you a comprehensive environment to explore Salesforce’s Einstein and CRM Analytics capabilities. For further guidance, Salesforce provides detailed instructions and resources on their Trailhead platform to help you get started and make the most of your trial org.