---
schema_version: "1"
id: f3e4c492e5836022dcf39758c1d9e7f05fd09fbfac12acd66788ba1a63521740
title: Explain, Predict, and Take Action with Einstein Discovery
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_edd.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_edd.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3f566d4a12f3ebe44a24c6903a4a4a2a94e9031866e0cc83bfb57d72cd71aad9
description: 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.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# 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.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png)

Note Einstein Discovery stories are now models. We wish we could snap our fingers to update the name everywhere, but you can expect to see the previous name in a few places until we replace it.

![CRM Analytics banner](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_banner_header.png)

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><em><strong>Pathways Into Einstein Discovery</strong></em></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:33.33333333333333%">
        <col style="width:33.33333333333333%">
        <col style="width:33.33333333333333%">
      </colgroup>
      <tbody>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_1_get_started.png" alt="1 - Get Started"></span>
            </p>
            <p>
              <strong>Get Started</strong>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_help_setup.htm&amp;release=264.0.0&amp;type=5" title="Set up permissions in enable users in your org to use Einstein Discovery. Monitor usage statistics.">Set Up Einstein Discovery</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_get_started.htm&amp;release=264.0.0&amp;type=5" title="Start here if you are new to Einstein Discovery.">Get Started Using Einstein Discovery</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_2_prepare_data.png" alt="2 - Prepare Data"></span>
            </p>
            <p>
              <strong>Target Your Solution and Prepare Your Data</strong>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_plan.htm&amp;release=264.0.0&amp;type=5" title="Start by selecting a business problem you want to solve. Examine the key performance indicators (KPIs) you want to improve. Explore which candidate KPIs could benefit the most from deploying an Einstein Discovery-powered solution.">Define Your Target Outcome</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_prep.htm&amp;release=264.0.0&amp;type=5" title="Effective data preparation is key to getting great results with your insights, predictions, and improvements. Engage the data integration power of CRM Analytics to load and transform data from one or more data sources into a dataset for Einstein Discovery to analyze. You can pull data from Salesforce and external sources. You can also use third-party tools and utilities to further expedite data cleansing and wrangling tasks.">Prepare Data for Analysis</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_3_analyze_data.png" alt="3 - Analyze Data"></span>
            </p>
            <p>
              <strong>Analyze Data &amp; Explore Insights</strong>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_story.htm&amp;release=264.0.0&amp;type=5" title="Models tell Einstein Discovery what to analyze. Creating a model involves defining the dataset fields, outcome variable, explanatory variables, and other settings to include in the analysis. Einstein Discovery uses this information to generate insights into your data.">Create and Manage Models</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_story_explore.htm&amp;release=264.0.0&amp;type=5" title="You can explore insights for any model to which you have access. An insight is a statistically significant finding in your data. When you create a model version, Einstein Discovery analyzes the data in your dataset and generates insights based on its analysis. Insights provide a starting point for you to investigate the relationships among your model’s explanatory variables and its goal.">Explore Data Insights</a>
            </p>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_4_predict_improve_outcome.png" alt="4 - Predict and Improve Outcomes"></span>
            </p>
            <p>
              <strong>Predict &amp; Improve Outcomes</strong>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_model.htm&amp;release=264.0.0&amp;type=5" title="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.">Manage and Deploy Models in Einstein Discovery</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_prediction.htm&amp;release=264.0.0&amp;type=5" title="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.">Predict &amp; Improve Outcomes</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_tableau.htm&amp;release=264.0.0&amp;type=5" title="Einstein Discovery in Tableau provides predictions and improvements for Tableau data in worksheets, calculated fields, and flows.">Get Predictions in Tableau</a>
            </p>
            <p style="margin-bottom:0;">
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_placeholder.png" alt="Not an image, just a spacer"></span>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_5_learn_more.png" alt="5 - Learn more"></span>
            </p>
            <p>
              <strong>Learn More...</strong>
            </p>
            <p><a href="https://trailhead.salesforce.com/en/content/learn/trails/wave_analytics_einstein_discovery" target="_blank">Trailhead</a> and <a href="https://trailhead.salesforce.com/en/content/learn/superbadges/superbadge_analytics_insights_specialist" target="_blank">Superbadge</a></p>
            <p><a href="https://salesforce.vidyard.com/watch/H4efJNA9wgBKQL23ef7cGr" target="_blank">Training Videos</a> (scroll down playlist to Einstein
              Discovery videos)</p>
            <p><a href="https://tableaucrm.hubs.vidyard.com/categories/einstein-discovery-tips-tricks-and-best-practices" target="_blank">Tips, Tricks, and Best Practices (Webinar Recordings)</a> and
              <a href="https://tableaucrm.hubs.vidyard.com/categories/add-intelligence" target="_blank">Add Intelligence (Webinar Recordings)</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://www.salesforce.com/content/dam/web/en_us/www/documents/platform/einstein-discovery-whitepaper.pdf" target="_blank">Technical Paper</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_6_and_more.png" alt="6 - And more"></span>
            </p>
            <p>
              <strong>...and More</strong>
            </p>
            <p>
              <a href="http://sfdc.co/ed" target="_blank">Popular Learning
                Resources</a>
            </p>
            <p>
              <a href="https://trailblazers.salesforce.com/featuredGroupDetail?id=a1z30000006IDYqAAO" target="_blank">Trailblazer Community</a>
            </p>
            <p>
              <a href="https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000009OGM" target="_blank">Partner Community</a>
            </p>
            <p style="margin-bottom:0;"><a href="https://trailhead.salesforce.com/content/learn/modules/ethical-model-development-in-einstein-discovery-quick-look" target="_blank">Ethical Model Development with Einstein Discovery: Quick
                Look</a> and <a href="https://trailhead.salesforce.com/content/learn/modules/responsible-creation-of-artificial-intelligence" target="_blank">Responsible Creation of Artificial Intelligence </a></p>
          </td>

        </tr>
      </tbody>
    </table>

![Page divider image](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_banner_divider.png)

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_trailhead.png" alt="Trailhead icon"></span> <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span> <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_video.png" alt="Video icon"></span> <em><strong>Learning Resources for Every Step of Your Einstein Discovery Journey</strong></em></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:33.33333333333333%">
        <col style="width:33.33333333333333%">
        <col style="width:33.33333333333333%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="3" style="vertical-align:top;" id="d32380e399">Get Started</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Get Started" class="slds-cell-wrap" style="vertical-align:top;" headers="d32380e399 ">
            <p>
              <strong>Introduction</strong>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_trailhead.png" alt="Trailhead icon"></span>
              <a href="https://trailhead.salesforce.com/en/content/learn/modules/einstein-discovery-quick-look" target="_blank">Einstein Discovery: Quick Look</a>
            </p>
            <p style="margin-bottom:0;">
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_about.htm&amp;release=264.0.0&amp;type=5" title="Einstein Discovery augments your business intelligence with statistical modeling and machine learning to identify, surface, and visualize insights into your business data. Einstein Discovery is integrated into your Salesforce environment so that you can quickly operationalize data analysis, predictions, and improvements with clicks, not code. In addition, developers can use the Einstein Prediction Service to programmatically retrieve predictions and write predictions to custom fields. Data specialists can predict outcomes within recipes and dataflows. Tableau users can get Einstein Discovery predictions and improvements for their Tableau data.">Introduction to Einstein Discovery</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d32380e399 ">
            <p>
              <strong>Quick Start</strong>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_help_setup.htm&amp;release=264.0.0&amp;type=5" title="Set up permissions in enable users in your org to use Einstein Discovery. Monitor usage statistics.">Set Up Einstein Discovery</a>
            </p>
            <p style="margin-bottom:0;">
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_template.htm&amp;release=264.0.0&amp;type=5" title="Model templates provide out-of-the box solution starter kits that you can customize to your solution requirements. Model templates provide end-to-end implementations of common business use cases. Designed to integrate seamlessly with your Salesforce data, model templates are built with industry best practices in mind. Einstein Discovery handles the heavy lifting of building the initial training dataset, creating a data pipeline with feature engineering, generating the first Einstein Discovery model, deploying a model into Salesforce, and getting predictions on your data and writing them back to the dataset.">Jumpstart Solutions with Model Templates</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d32380e399 ">
            <p>
              <strong>Reference</strong>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_limits.htm&amp;release=264.0.0&amp;type=5" title="Einstein Discovery has limits for CRM Analytics datasets, models, and predictions.">Einstein Discovery Capacities and Requirements</a>
            </p>
            <p style="margin-bottom:0;">
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_glossary.htm&amp;release=264.0.0&amp;type=5" title="Familiarize yourself with terminology that is commonly associated with Einstein Discovery.">Einstein Discovery Glossary</a>
            </p>
          </td>

        </tr>
      </tbody>
    </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:33.33333333333333%">
        <col style="width:33.33333333333333%">
        <col style="width:33.33333333333333%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="3" style="vertical-align:top;" id="d32380e537">Target Your Solution and Prep Data</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Target Your Solution and Prep Data" class="slds-cell-wrap" style="vertical-align:top;" headers="d32380e537 ">
            <p>
              <strong>Which Outcome Do You Want to Improve?</strong>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_plan.htm&amp;release=264.0.0&amp;type=5" title="Start by selecting a business problem you want to solve. Examine the key performance indicators (KPIs) you want to improve. Explore which candidate KPIs could benefit the most from deploying an Einstein Discovery-powered solution.">Define Your Target Outcome</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_placeholder.png" alt="Not an image, just a spacer"></span>
            </p>
            <p style="margin-bottom:0;">
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_placeholder.png" alt="Not an image, just a spacer"></span>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d32380e537 ">
            <p>
              <strong>Plan Your Data</strong>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_prep_intro.htm&amp;release=264.0.0&amp;type=5" title="Excellent data preparation is fundamental to the success of solution implementations powered by Einstein Discovery.">Get Started with Data Prep</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_prep_terminology.htm&amp;release=264.0.0&amp;type=5" title="Einstein Discovery applies machine learning, statistical analysis, and AI to your data. These disciplines (and Einstein Discovery) use terminology that differs from what we use to describe CRM Analytics datasets and Salesforce objects.">Data Prep Terminology for Einstein Discovery</a>
            </p>
            <p style="margin-bottom:0;">
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_prep_requirements.htm&amp;release=264.0.0&amp;type=5" title="Data preparation is a process of iterative refinement. As you dig deeper into your data, new clues emerge. Discoveries can cause you to reassess previous assumptions and adjust your data prep implementation accordingly.">Determine Data Requirements</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d32380e537 ">
            <p>
              <strong>Prepare Data</strong>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_prep_considerations.htm&amp;release=264.0.0&amp;type=5" title="Consider these guidelines when preparing your data for Einstein Discovery.">Considerations for Preparing Data</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_prep_data_issues.htm&amp;release=264.0.0&amp;type=5" title="Handle common issues that you encounter during data prep for Einstein Discovery.">Address Common Data Issues</a>
            </p>
            <p style="margin-bottom:0;">
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_prep_fields.htm&amp;release=264.0.0&amp;type=5" title="Create calculated columns in your dataset to extract more useful information, such as a ratio or aggregation. A calculated column uses a formula to derive its value from other data (such as fields, expressions, and values).">Adding Calculated Columns into Your Dataset</a>
            </p>
          </td>

        </tr>
      </tbody>
    </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:33.33333333333333%">
        <col style="width:33.33333333333333%">
        <col style="width:33.33333333333333%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="3" style="vertical-align:top;" id="d32380e712">Analyze Data</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Analyze Data" class="slds-cell-wrap" style="vertical-align:top;" headers="d32380e712 ">
            <p>
              <strong>Create and Configure Models</strong>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_intro.htm&amp;release=264.0.0&amp;type=5" title="Use Einstein Discovery to augment your data analysis by exposing relevant facts, themes, and statistical correlations in your data. Einstein Discovery walks you through what has happened and why, what has changed, what is likely to happen, and what you can do about it. Now anyone can tap into the power of data science and conduct statistical analytics and predictive analytics.">About Einstein Discovery</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_template.htm&amp;release=264.0.0&amp;type=5" title="Model templates provide out-of-the box solution starter kits that you can customize to your solution requirements. Model templates provide end-to-end implementations of common business use cases. Designed to integrate seamlessly with your Salesforce data, model templates are built with industry best practices in mind. Einstein Discovery handles the heavy lifting of building the initial training dataset, creating a data pipeline with feature engineering, generating the first Einstein Discovery model, deploying a model into Salesforce, and getting predictions on your data and writing them back to the dataset.">Jumpstart Solutions with Model Templates</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_create_dataset.htm&amp;release=264.0.0&amp;type=5" title="Create a model to uncover the meaningful relationships among variables in a CRM Analytics dataset. Einstein Discovery augments your analysis by quickly sifting through huge amounts of data to uncover statistically significant correlations for you to investigate further."> Create a Model from a Dataset</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_create_template.htm&amp;release=264.0.0&amp;type=5" title="Quickly create a model using Einstein Discovery model templates. Each model template provides a starter implementation for a common Einstein Discovery use case. A template gives you what you need to build the app, prepare and load your data, create an initial model, deploy a model, and save predictions into your CRM Analytics dataset.">Create a Model from a Template</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_create_lens.htm&amp;release=264.0.0&amp;type=5" title="Quickly create a model from a CRM Analytics lens. After creating a lens to explore your data, you can easily get insights directly from the lens. Filters that are applied to the lens get persisted saving you time with model setup.">Create a Model from a Lens</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_story_open.htm&amp;release=264.0.0&amp;type=5" title="Open a model to explore relationships in your data.">Open a Model</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_story_navigate.htm&amp;release=264.0.0&amp;type=5" title="Navigate a model you’ve opened.">Navigate a Model</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_story_save.htm&amp;release=264.0.0&amp;type=5" title="Change a model’s name or move it to a different app.">Rename or Move a Model</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_story_delete.htm&amp;release=264.0.0&amp;type=5" title="Delete a model you no longer need. Once you delete a model, it cannot be recovered.">Delete a Model</a>
            </p>
            <p style="margin-bottom:0;">
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_placeholder.png" alt="Not an image, just a spacer"></span>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d32380e712 ">
            <p>
              <strong>Optimize Models</strong>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_story_modify.htm&amp;release=264.0.0&amp;type=5" title="Working with models is often an iterative process of further refinement. As you investigate insights in your model, you can decide to improve it by revising your settings and creating a newer version. For example, you can include or exclude a column and rerun the analysis. By interacting with the model, you overlay your intuition and domain knowledge to make the model more insightful and its recommendations more pertinent.">Edit Model Settings</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_story_general.htm&amp;release=264.0.0&amp;type=5" title="You can edit general settings for a model. View the CRM Analytics dataset and select the algorithm and validation type.">Edit General Settings for a Model</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_story_text.htm&amp;release=264.0.0&amp;type=5" title="Configure settings for individual text variables in your model.">Configure Text Variables</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_story_number.htm&amp;release=264.0.0&amp;type=5" title="Configure settings for individual number variables in your model.">Configure Number Variables</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_story_date.htm&amp;release=264.0.0&amp;type=5" title="Configure settings for individual date fields in your model.">Configure Date Variables</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_story_bias.htm&amp;release=264.0.0&amp;type=5" title="Einstein Discovery helps you practice ethical use of AI by detecting bias in your data so that you can remove its distorting effects on your analysis and predictions. Bias indicates that variables are being treated unequally in your model.">Detect and Remove Bias from a Model</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_story_impute.htm&amp;release=264.0.0&amp;type=5" title="Einstein Discovery allows you to replace missing numerical values in your model. Use the Replace Missing Variables transformation to enable statistical imputation on a numeric variable. Einstein Discovery automatically replaces missing values with data derived from another subset of your data.">Replace Missing Numerical Values</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_story_version.htm&amp;release=264.0.0&amp;type=5" title="Each time you create a model, whether it’s brand new or an update of an existing model, Einstein Discovery creates a new version and keeps previous versions so that you can track and manage your progress.">Track Model Versions</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_quality_alert.htm&amp;release=264.0.0&amp;type=5" title="Einstein Discovery displays quality alerts when it detects issues in your training data, your model’s quality metrics, or during cross-validation.">Handle Quality Alerts</a>
            </p>
            <p style="margin-bottom:0;">
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_placeholder.png" alt="Not an image, just a spacer"></span>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d32380e712 ">
            <p>
              <strong>Explore Model Insights</strong>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_insight_navigate.htm&amp;release=264.0.0&amp;type=5" title="Learn about the data insights interface and how to interact with it.">Navigate Data Insights</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_insight_variable.htm&amp;release=264.0.0&amp;type=5" title="Explore how an explanatory variable is related to your model’s goal.">Explore Insights for a Variable</a>
            </p>
            <p>
              <a name="bi_edd__image_ztp_jhk_dsb"><!-- --></a><span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" id="bi_edd__image_ztp_jhk_dsb" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_insight_why_average.htm&amp;release=264.0.0&amp;type=5" title="Learn why a category or bucket does better or worse than the global average.">Explore Why a Value Does Better or Worse
                Than Average</a>
            </p>
            <p>
              <a name="bi_edd__image_pzs_jhk_dsb"><!-- --></a><span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" id="bi_edd__image_pzs_jhk_dsb" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_insight_compare_value_global.htm&amp;release=264.0.0&amp;type=5" title="Explore how a subgroup (category or bucket) relates to a variable’s global average. Isolating a subgroup helps you better understand how it relates to the model’s goal.">Compare Subgroups with the Global Average</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_insight_compare_value_value.htm&amp;release=264.0.0&amp;type=5" title="Compare subgroups (categories or buckets) to learn how they relate to your model’s goal. For example, you can compare the sales performance between two different territories (such as “North America” and “Europe”). Einstein Discovery displays a waterfall chart to help you visualize the comparison between territories. Comparative insights help you determine whether the patterns you focus on are real and not accidents of the data.">Compare Subgroups</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_insight_prediction.htm&amp;release=264.0.0&amp;type=5" title="Explore predicted outcomes and suggested ways to improve those predicted outcomes. Perform interactive, “what if” analyses and change feature selections to see prediction scores, top prediction factors, and top improvements to enhance prediction scores.">Explore Predictions and
                Improvements</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_insight_multiclass.htm&amp;release=264.0.0&amp;type=5" title="Learn what Einstein Discovery insights can tell you about your multiclass classification solution.">Explore Insights for Multiclass
                Outcomes</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_insight_prediction_multiclass.htm&amp;release=264.0.0&amp;type=5" title="Explore predicted outcomes for multiclass models. Perform interactive, “what if” analyses and change feature selections to see the winning prediction, ranked list of outcomes by probability, model accuracy, and top prediction factors.">Explore Predictions for
                Multiclass Outcomes</a>
            </p>
            <p style="margin-bottom:0;">
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_insight_api.htm&amp;release=264.0.0&amp;type=5" title="Use Einstein Discovery's Insights API to embed insights from your model into any website, application, or dashboard. Insights contain values that quantify the impact on the selected model goal, along with narrative descriptions of those values. With the Insights API, client applications can obtain a summary of the top positive and negative insights, query insight details further, and then apply their own narratives to the insight values. You can also query insights by insight type (descriptive or diagnostic).">Get Descriptive and Diagnostic Insights Programmatically</a>
            </p>
          </td>

        </tr>
      </tbody>
    </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:33.33333333333333%">
        <col style="width:33.33333333333333%">
        <col style="width:33.33333333333333%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="3" style="vertical-align:top;" id="d32380e1210">Predict and Improve Outcomes</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Predict and Improve Outcomes" class="slds-cell-wrap" style="vertical-align:top;" headers="d32380e1210 ">
            <p>
              <strong>Evaluate, Deploy, and Manage Models</strong>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_model_about.htm&amp;release=264.0.0&amp;type=5" title="A model is the sophisticated, custom mathematical construct that Einstein Discovery uses to predict a particular outcome. A model accepts inputs (one or more explanatory variables) and produces outputs (a predicted outcome, top factors, and improvements). Create a model and Einstein Discovery generates the predictive and prescriptive analytics.">About Models</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_model_metrics.htm&amp;release=264.0.0&amp;type=5" title="Model performance metrics reveal quality measures and associated details for a model. Use model performance to evaluate a model's ability to predict an outcome. When ready, you then deploy a model to Salesforce to predict outcomes in production.">Evaluate Model Quality</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_model_deploy.htm&amp;release=264.0.0&amp;type=5" title="Deploy a model so that you can use it to make predictions and improvements.">Deploy Models</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_model_metrics_compare.htm&amp;release=264.0.0&amp;type=5" title="Compare metrics for multiple models side by side to see how they stack up against each other. For example, comparing segments in your data can reveal the most important variables in each segment.">Compare Models</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_model_manager.htm&amp;release=264.0.0&amp;type=5" title="Use the Model Manager to view, configure, and manage prediction definitions and models that have been deployed in your org.">Manage Prediction Definitions and Models</a>
            </p>
            <p style="margin-bottom:0;">
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_package.htm&amp;release=264.0.0&amp;type=5" title="Einstein Discovery supports packaging for prediction definitions and models. You can promote prediction definitions from a sandbox to a production environment. You can distribute prediction definitions using managed or unmanaged packages.">Package and Distribute Your Prediction Definitions and Models</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d32380e1210 ">
            <p>
              <strong>Get Predictions &amp; Improvements</strong>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_prediction_automated.htm&amp;release=264.0.0&amp;type=5" title="When automated prediction writeback fields are configured for a prediction definition that outputs a numerical prediction (regression) or score (binary classification), Einstein Discovery can save predictions directly to Salesforce records for use in reports and list views. Configure automated prediction writeback in Model Manager. After deployment, Einstein scores newly created or updated records in the Salesforce object and writes the score to the prediction field. Only the prediction is written, not the reasons for the prediction or the suggested ways in which to improve the prediction.">Display Einstein Predictions Using Automated Prediction Writeback</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_einstein_predictions_lightning.htm&amp;release=264.0.0&amp;type=5" title="After a model is deployed, you can use it to display predictions and improvements for a standard or custom object on a Lightning Experience record page.">Get Predictions on Lightning Pages</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_prediction_service.htm&amp;release=264.0.0&amp;type=5" title="The Einstein Prediction Service REST API enables you to programmatically run predictions, manage prediction definitions, and manage models. After deploying models with Einstein Discovery, use the Einstein Prediction Service REST API to embed your predictions into any website or application.">Get Predictions and Improvements with Einstein Prediction Service</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_prediction_apex.htm&amp;release=264.0.0&amp;type=5" title="Use the ConnectApi.SmartDataDiscovery.predict API to get predictions in your Apex code.">Get Predictions in Apex</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_prediction_process_automation_formula.htm&amp;release=264.0.0&amp;type=5" title="Use the Einstein Discovery PREDICT function to get predictions in your process automation formulas. Your automation logic can make decisions based on predicted outcomes from deployed Einstein Discovery predictions. For example, in an approval process, a formula can determine whether a predicted outcome meets a threshold required for automatic approval.">Get Predictions in Process Automation Formulas</a>
            </p>
            <p style="margin-bottom:0;">
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_predict_flow.htm&amp;release=264.0.0&amp;type=5" title="Use the Einstein Discovery core action in Flow Builder to get predictions, top predictors, and improvements.">Get Predictions in Flow Builder</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d32380e1210 ">
            <p>
              <strong>Integrate with Tableau</strong>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_tableau_intro.htm&amp;release=264.0.0&amp;type=5" title="Einstein Discovery in Tableau brings trusted, real-time predictions and improvements to your Tableau data in a no-code required, rapid iteration environment.">Introduction to Einstein Discovery in Tableau</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_tableau_extension.htm&amp;release=264.0.0&amp;type=5" title="Integrate on-demand, interpretable predictions from Einstein Discovery natively in Tableau dashboards. With the Einstein Discovery dashboard extension, you can embed dynamic predictions in worksheets and explore “what if” prediction scenarios with parameters.">Get Predictions in Tableau Dashboards</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_tableau_script.htm&amp;release=264.0.0&amp;type=5" title="It’s easy to get Einstein Discovery predictions in calculated fields. In Model Manager, simply select a prediction definition, generate a Tableau script, and then copy and paste the script into a Tableau calculated field.">Get Predictions in Tableau Calculated Fields</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_landing_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_tableau_prep.htm&amp;release=264.0.0&amp;type=5" title="Use the Prediction step in Tableau Prep to include Einstein Discovery predictions directly into your flows. Enrich your flow output with predictions and, optionally, improvements and top factors.">Embed Einstein Predictions in Tableau Flows</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_placeholder.png" alt="Not an image, just a spacer"></span>
            </p>
            <p style="margin-bottom:0;">
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_placeholder.png" alt="Not an image, just a spacer"></span>
            </p>
          </td>

        </tr>
      </tbody>
    </table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:33.33333333333333%"> <col style="width:33.33333333333333%"> <col style="width:33.33333333333333%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><strong>Available in:</strong> Lightning Experience</td><td class="slds-cell-wrap" style="vertical-align:top;"><strong>Supported Editions:</strong> Enterprise, Performance, Unlimited, Developer</td><td class="slds-cell-wrap" style="vertical-align:top;"><strong>Required License:</strong> CRM Analytics Plus license or Einstein Predictions</td></tr></tbody></table>

Rights of ALBERT EINSTEIN are used with permission of The Hebrew University of Jerusalem. Represented exclusively by Greenlight.

- **[Set Up Einstein Discovery](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_help_setup.htm&release=264.0.0&type=5)**  
    Set up permissions in enable users in your org to use Einstein Discovery. Monitor usage statistics.
- **[Get Started Using Einstein Discovery](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_get_started.htm&release=264.0.0&type=5)**  
    Start here if you are new to Einstein Discovery.
- **[Build Models in Einstein Discovery](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_build.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_model.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_prediction.htm&release=264.0.0&type=5)**  
    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.

#### See Also

- [Explore Data and Take Action with CRM Analytics](https://help.salesforce.com/s/articleView?id=analytics.bi_help.htm&release=264.0.0&type=5 "CRM Analytics is a cloud-based platform for connecting data from multiple sources, creating interactive views of that data, and sharing those views in apps. CRM Analytics is a better way to distribute insight to business users so they can understand and act on changing information.")
- [https://help.salesforce.com/s/articleView?id=analytics.reports\_intelligent\_overview.htm](https://help.salesforce.com/s/articleView?id=analytics.reports_intelligent_overview.htm&language=en_US)
- [Einstein Prediction Builder Editions and Permissions](https://help.salesforce.com/s/articleView?id=sales.custom_ai_prediction_builder.htm&language=en_US)