Create a Formula Field to Predict
Add a Checkbox Field
You’ve got your special Trailhead Playground. Now let’s look at it more closely. In
Object Manager, you can see that it has:
- Reservation, a custom object. Each Reservation record represents a customer’s reservation at one of Pizzaiolo Marco’s restaurants.
- Status, a picklist field on the Reservation object with options that include:
- Completed
- No Show
- Upcoming
You want to predict the likelihood that customers will be a no-show. In a nutshell, you want to know which reservations are likely to eventually have: Status = “No Show.” Einstein Prediction Builder can answer your questions in a yes/no format: “Is this customer’s reservation likely to result in a No Show? Yes or no?” That means you need to provide your historical data in the same yes/no format. In Salesforce, that’s a checkbox field. So let’s create a custom formula checkbox field for No Show.
- From Setup, click Object Manager.
- Search for and click Reservation.
- Click Fields & Relationships.
- Click New.
-
Select the Formula data type, then click Next.
-
For the Field Label, enter No Show and select
Checkbox for the return type. Then click Next.
-
Enter this formula in the No Show (Checkbox) field on the Simple Formula tab,
and click Next.
This formula will return a True value if the reservation resulted in a no-show, and a False value otherwise. That’s just what we’re looking for in our prediction.
ISPICKVAL(Status__c,"No Show")
- Leave the default options for field-level security and the following page, clicking Next, then Save.