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Einstein Discovery Writeback
Get real-time predictions with your transactional data
Overview
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.
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
- FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- Native AppNo LimitsLightning ReadyManaged Package