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Einstein Discovery Writeback

Get real-time predictions with your transactional data

Overview

  • Create Custom Fields in Salesforce to Display Recommendations You create custom fields in Salesforce to display the outcome, explanation, and prescription information imported from Einstein Discovery.

  • Manage Goals and Models Use the Model Manager to manage goals and models you have deployed to Salesforce.

  • Connect goals to your Salesforce records with point-and-click Process Builder or custom triggers.

READ BEFORE INSTALLING. Einstein Discovery is best used out of the box. We encourage you to use native, no code write-back functionality. Use this managed package only if the native write-back functionality does not meet your business needs. A story includes what happened, why it happened, predictions and recommendations for a given outcome variable. A model is the portion of a story that includes: explanations (why it happened) predictions (what could happen) recommendations (what to do to improve a predicted outcome) Every story includes a desired goal to maximize or minimize the outcome. For example, if you want to predict time to close on an opportunity, you can have separate models for small and large opportunities. You can use this approach if the behavior of your opportunities changes depending on their size. You could create a model on your large opportunities dataset and deploy that to Salesforce. Then you could create a model on your small opportunities dataset and append your small model to the same prediction and recommendation settings. In this context, the model is the segment.

Categories

Business Needs
Admin & Developer Tools
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package

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