Define and Build a Prediction
Let Einstein Predict for You
Now that you have your special Developer Edition org, you’re ready to take the steps in this project to create a prediction. Let’s begin by defining a prediction.
The first step in crafting a prediction is to determine the question you want to answer. In this case, it’s “Is this person likely to want to join VeloStars?”
- Click and choose Setup from the drop-down menu.
- Click Get Started on the Einstein Prediction Builder tile. If it’s not visible, type Einstein Prediction Builder into the Quick Find box. If it’s your first time using Einstein Prediction Builder, click Review Terms, check the box to agree to the terms, then click Get Started twice. You may have to wait a short time while everything sets up. Give it a minute or two and then refresh the page.
- Now you define the prediction you want to make. From the Einstein Prediction Builder Setup page, click New Prediction. This brings up the Einstein Prediction Builder setup flow.
- Name your prediction
VeloStars Membership Likelihood. Click Next.
- Select Contact from the list of objects to predict and ensure that No segment is selected.
- Click Check Data in the Data Checker under Guide to ensure your dataset has enough records. Then click Next. If your prediction doesn't meet the minimum record requirements, see "Salesforce Help: Check your Data " under resources for tips on how to troubleshoot.
- Choose Yes/No as the kind of question you want to ask. Click Next.
- Choose the No Field option and click Next once more. Einstein Prediction Builder can answer questions in a numeric or yes/no format (Booleans for you mathy types). In this case, you want to ask a yes/no question: Is this person likely to become a VeloStars member? The response to that question comes in the form of a number, specifically a probability between 0 and 100. (A numeric question might be “How many family members is this customer likely to sign up?”)
- Add conditions in the "Yes" Examples and "No" Examples tabs to define which records in your database are examples of VeloStar member.
- For "Yes" examples, use VeloStars Member = True
- For "No" examples, use VeloStars Member = False, and First Purchase is earlier than (less than) two years ago.
- Select an option under Define Prediction Set. By default, Einstein scores all records that aren’t included in your example set. You can choose to have Einstein score records that are in your example set, or use filters to choose a specific set of records to score.
- Click Check Data. It should return a valid record count. Click Next.
- You want to use all fields for the prediction, so leave all fields selected. Click Next.
- Create a custom field for the prediction called Membership Likelihood. By creating a custom field you are telling the predictions results to be stored in score form on each record.
- Ensure that Show Top Predictors on Record is On. Click Next.
- Now that we’ve created (that is, defined) a prediction, it’s time to let the system build and assign it. Confirm that everything looks good, then click Check Data to make sure you have enough records to work with. If all looks good, click Build Prediction. And on the next screen, click Done. Normally, building a prediction can take anywhere from a couple of hours to a full day or more. In this case, we’ve created predictions for you so you don’t have to wait too long (generally 15-20 minutes should be enough). When the prediction finishes, Einstein sends a notification, and the status of prediction changes to Ready For Review. (You may need to refresh the page for the Status field to update.)
- Click the down arrow next to the status of your prediction and choose Enable from the dropdown menu. The prediction’s Status changes to Enabled, and you see a message saying that Einstein will begin scoring (that is, assigning predictions to your Contacts). If you’re so inclined, click the down arrow again and choose View Scorecard to see how your prediction rates.