Explain, Predict, and Take Action with Einstein Discovery
Einstein Discovery augments your business intelligence with statistical modeling and supervised machine learning to identify, surface, and visualize insights into your business data. It uses predictive and prescriptive analysis to predict future outcomes, as well as suggests ways in which you can improve predicted outcomes. Einstein Discovery requires either the CRM Analytics Plus license or Einstein Predictions license, both of which are available for an extra cost.
| Pathways Into Einstein Discovery |
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Get Started |
Target Your Solution and Prepare Your Data |
Analyze Data & Explore Insights |
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Predict & Improve Outcomes Manage and Deploy Models in Einstein Discovery
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Learn More... Trailhead and Superbadge Training Videos (scroll down playlist to Einstein Discovery videos) Tips, Tricks, and Best Practices (Webinar Recordings) and Add Intelligence (Webinar Recordings) |
...and More Ethical Model Development with Einstein Discovery: Quick Look and Responsible Creation of Artificial Intelligence |
Learning Resources for Every Step of Your Einstein
Discovery Journey
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| Get Started | ||
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Introduction |
Quick Start |
Reference |
| Target Your Solution and Prep Data | ||
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Which Outcome Do You Want to Improve?
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Plan Your Data |
Prepare Data |
| Predict and Improve Outcomes | ||
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Evaluate, Deploy, and Manage Models
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Get Predictions & Improvements
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Integrate with Tableau
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| Available in: Lightning Experience | Supported Editions: Enterprise, Performance, Unlimited, Developer | Required License: CRM Analytics Plus license or Einstein Predictions |
Rights of ALBERT EINSTEIN are used with permission of The Hebrew University of Jerusalem. Represented exclusively by Greenlight.
- Set Up Einstein Discovery
Set up permissions in enable users in your org to use Einstein Discovery. Monitor usage statistics. - Get Started Using Einstein Discovery
Start here if you are new to Einstein Discovery. - Build Models in Einstein Discovery
Create models to analyze your data. Define your desired outcome, structure your data source, then explore the insights that Einstein Discovery revealed in your data using AI, machine learning, and statistical analysis. - Manage and Deploy Models in Einstein Discovery
Einstein Discovery uses models to predict outcomes and suggest ways in which to improve predicted outcomes. You can evaluate model quality and compare models before you deploy and manage them. - Predict & Improve Outcomes
After a model is deployed to Salesforce, Einstein Discovery can use it to get predicted outcomes and suggested improvements in different ways. You can display predictions in Lightning record pages and Experience Cloud sites pages. You can get predictions in CRM Analytics Data Prep, process automation flows, and Flow Builder. You can retrieve predictions and improvements programmatically using the Einstein Prediction Service via REST or Apex API calls.