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Build a Prediction

Time to Create Your Prediction

Things are going well. You created the custom formula field that you want to predict. You created fields to enrich your prediction. Now it’s time to tell Einstein to build your prediction.
  1. From Setup, in the Quick Find box, enter Einstein Prediction Builder and select Einstein Prediction Builder. Or, click Get Started on the Einstein Prediction Builder tile.
  2. If this is the first time you’re using Einstein Prediction Builder in this special new org, click Review Terms and read all the terms to try Einstein Prediction Builder. Then select I'm authorized by my company to accept these terms, and click Try Einstein.
  3. On the splash page, click Get Started to set up and launch Einstein Prediction Builder. If you're still waiting after a few minutes, refresh your browser to see if you can start building your prediction.
  4. Click New Prediction.
  5. On the Name & Type page, enter No Show Prediction for your prediction name. The API Name field auto-populates according to the prediction name.
    Name & Type
  6. To define your prediction type, select the Yes/No prediction because we’re predicting whether or not a customer is likely to be a no-show. Then click Save & Next.
  7. On the Object page, enter Reservation and select the object. Then click Save & Next. Data Checker automatically checks if you have enough records in your dataset for Einstein to build a prediction.
  8. On the Segment page, specify which reservation records you want Einstein to consider. In this case, leave the default All Reservations option selected. Then click Next.
  9. On the Example Records page, define your example or training set. You want to use past reservations to find out whether customers are likely to be no-shows or not.
    First, define records that are examples of a "Yes" outcome (Yes Example). Leave the default Meet All Conditions selection for your filter. Select the Status field, the Equals operator, the Picklist type, and the No Show value.
    Yes Example RecordsNow define records that are examples of a "No" outcome (No Example). Leave the default Meet All Conditions selection for your filter. Select the Status field, Equals operator, Picklist type, and Completed value. Then click Save & Next. If Data Checker shows “0 Records to predict” don’t worry! That’s just because you’re working in a simulated environment. After you build your prediction and verify this step, lots of records will have predicted values. Looks good?
    No Example Records
  10. On the Included Fields page, review the fields for Einstein to analyze to make a prediction. In this case, leave all the fields selected, and click Next.
    Included Fields
  11. On the Records to Predict page, select Predict on all records that aren’t example records. Then click Next.
  12. On the Score Field page, name the field where Einstein saves your prediction results (scores). Enter Predicted No Show for the Field Label and tab to populate the field name. Then click Save & Next.
    Score Field
  13. On the Review & Build page, review your prediction settings. To make a change, go to the relevant page to adjust your selections. Data Checker runs one final time to make sure Einstein can build a prediction based on the way you’ve set up your data. Once you’re satisfied, click Build.
    Review & BuildIt can take a few hours for Einstein to analyze your data and build predictions. Although the process seems a lot faster in this project, it may still take at least 30 mins to score your prediction.
  14. Once building has finished, you'll find your prediction in the List View in Einstein Prediction Builder. On the No Show Prediction, navigate to the bottom right icon and click View Scorecard.
    The scorecard lets you understand the prediction quality so you can decide whether or not to enable the prediction.
  15. On your prediction, navigate to the bottom right icon once again. Then click Enable so Einstein can start scoring your prediction data.
  16. Click Verify Step and proceed to the next step in the project. If you're unable to verify, try again after completing the next unit.
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