Posts tagged: Salesforce

1. Log in to Salesforce. Click on Setup. In the Quick Find box, search for Einstein Prediction Builder.

2. You’ll get to the Einstein Prediction Builder Home Page. To create a new prediction, you can click on a new prediction.

3. Name your prediction. We’ll call our prediction an No show up prediction. API Name here will be auto-populated. Click on Next.

4. Select the object to predict the records. As we are working on the appointment object, we select that. Before clicking on Next, validate the data, whether the minimum number of records are present or not by clicking the Check Data button. Once it validates, the data count is good; we can proceed to the next step by clicking on Next.

5. Einstein Prediction Builder answers two ways either as Yes/No or in a number. Based on the use case, one can choose what kind of answer will be useful to us. As per our use case, we are just predicting whether the patients have show or no show, so we can go for Yes/No. Then click on Next.

6. In this step, we decide whether we have a field based on which we are trying to predict data or not, and what it would be. As we have been using the No show up field based on which we predict the data, we can select the field in this step and click Next. We select the field no show ; for example, we are giving only Yes/No values, i.e., patients who have shown up and have not shown up. In this scenario, we are not considering future appointments, so excluding that, we give an example set to Einstein for prediction. Before moving to the next step, we should check data as an Example set of Yes condition and No condition should have minimum records. Then click on Next.

7. In this step, we can check and uncheck the fields based on which the prediction should occur. Then click on Next.

8. Give the name of Custom Field, which stores the Predictions:

9. In this step, we can find all the values and conditions given in the previous steps. So, we can have a glimpse of the details and confirm whether all information is provided correctly. In this step, we ensure that the data provided is accurate. Now, the only next step here is to click on Build Prediction, which will create a prediction based on the use case, data, and conditions that have been provided.

10. We have successfully made a prediction that will help the eye clinic with their future patient count. Einstein Prediction Builder takes from a few minutes to a few hours to build your prediction and gives a scorecard.

11. This is how the overview of the scorecard looks like. It gives the top five fields affecting the prediction. To get more details based on the predictors, one can click on View, All Predictors.

So we have learnt how easy it is to build custom Intelligence using Einstein Prediction Builder. One does not need to be a Machine learning expert to improve predictability, efficiency and customer experience.