Enrich Your Prediction
Give Your Prediction More Data
- Where they live
- Marital status
- Occupation
- Date and time of reservation
- Whether they’re a Rewards Member
- Total number of reservations they’ve booked
Then something your Uncle Vito likes to say pops in your head (probably because he’s sitting across from you, eating a calzone): “The best predictor of the future is the past.” People who have been no-shows in the past might repeat that behavior in the future. You want to enrich your prediction with this previous no-show data.
Since you are building a prediction on the Reservation object, you need to add the previous no-show data onto that object for Einstein Prediction Builder to consider it. Fortunately, this is pretty simple.
First you create a custom Roll-Up Summary field called “Previous No Shows” on the Contact object.
- From Setup, click Object Manager.
- Search for and click Contact.
- Click Fields & Relationships.
- Click New.
-
Select the Roll-Up Summary data type, then click Next.
- For the Field Label, enter Previous No Shows and click Next.
- For Summarized Object, select Reservations.
- Select COUNT.
- Select Only records meeting certain criteria should be included in the calculation.
-
In Filter Criteria, for Field, select No Show. For Operator, select
Equals. For Value, enter True. Click
Next.
- Click Next to accept the default settings for field-level security, then click Save.
Add Previous No Shows to Your Prediction
Next, you create a custom Previous No Shows field on the Reservation object so that Einstein Prediction Builder can see this information when making its prediction about Reservations.
- From Setup, click Object Manager.
- Search for and click Reservation.
- Click Fields & Relationships.
- Click New.
- Select the Formula data type, then click Next.
- For Field Label, enter Previous No Shows. Select
Number for the return type, and select 0 for
decimal places. Click Next.
- Click the Advanced Formula tab and click Insert
Field.
- With the Reservation object selected, click Contact >.
- Select Previous No Shows and click Insert.
- Then click Next, Next, and Save.
You’re really cooking now! You’ve added previous no-shows to your prediction.