Enrich Your Prediction

Give Your Prediction More Data

Your online reservation app is already collecting some customer data that might be useful for predicting no-shows. For example:
  • 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.

  1. From Setup, click Object Manager.
  2. Search for and click Contact.
  3. Click Fields & Relationships.
  4. Click New.
  5. Select the Roll-Up Summary data type, then click Next.
    Create field on Contact object
  6. For the Field Label, enter Previous No Shows and click Next.
  7. For Summarized Object, select Reservations.
  8. Select COUNT.
  9. Select Only records meeting certain criteria should be included in the calculation.
  10. In Filter Criteria, for Field, select No Show. For Operator, select Equals. For Value, enter True. Click Next.
    Define the summary calculation
  11. 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.

  1. From Setup, click Object Manager.
  2. Search for and click Reservation.
  3. Click Fields & Relationships.
  4. Click New.
  5. Select the Formula data type, then click Next.Create formula field on Reservation object
  6. For Field Label, enter Previous No Shows. Select Number for the return type, and select 0 for decimal places. Click Next.Choose output type for formula field
  7. Click the Advanced Formula tab and click Insert Field.Enter formula for number field
  8. With the Reservation object selected, click Contact >.
  9. Select Previous No Shows and click Insert.Insert formula field
  10. Then click Next, Next, and Save.

You’re really cooking now! You’ve added previous no-shows to your prediction.