---
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title: Solution Implementation Tasks
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_edd_about_tasks.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_edd_about_tasks.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ddc88fbc38803db370cc0499377cef1412cd1197cdeb29ae949a6ba6cb09c7d2
description: The process of implementing Einstein Discovery solutions typically involves a series of tasks.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Solution Implementation Tasks

The process of implementing Einstein Discovery solutions typically involves a series of tasks.

![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.

## Common Tasks

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:3.7037037037037033%">
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        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d48388e46">#</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d48388e49">Task</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d48388e52">Description</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d48388e55">More Information</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="#" class="slds-cell-wrap" style="vertical-align:top;" headers="d48388e46 ">1</td>

            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d48388e49 ">Define the Outcome</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d48388e52 ">Define an outcome that you want to improve. It’s
              most likely a key performance indicator (KPI) for
              your business. Most organizations have many outcomes
              that are candidates for improvement. Start with one
              outcome that is particularly significant. Over time,
              you can develop and apply Einstein Discovery to many
              different outcomes concurrently.</td>

            <td data-label="More Information" class="slds-cell-wrap" style="vertical-align:top;" headers="d48388e55 ">
              <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>
            </td>

          </tr>
          <tr class="">
            <td data-label="#" class="slds-cell-wrap" style="vertical-align:top;" headers="d48388e46 ">2</td>

            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d48388e49 ">Assemble the Data</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d48388e52 ">Design and populate the CRM Analytics dataset to
              contain the data you want to investigate. A dataset
              contains tabular data that you normalize for
              analysis. You can use Salesforce data as well as
              data that is external to Salesforce.</td>

            <td data-label="More Information" class="slds-cell-wrap" style="vertical-align:top;" headers="d48388e55 ">
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_data_integration.htm&amp;release=264.0.0&amp;type=5" title="You can use CRM Analytics lenses and dashboards to analyze your data. To prepare the data for analysis and increase performance when processing large amounts of data, first load, clean, and transform the data into datasets.">Integrate Your Data in
                CRM Analytics</a>
            </td>

          </tr>
          <tr class="">
            <td data-label="#" class="slds-cell-wrap" style="vertical-align:top;" headers="d48388e46 ">3</td>

            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d48388e49 ">Create the Model</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d48388e52 ">Based on that dataset, create and configure a model
              that tells Einstein how to analyze your data. Models
              provide the settings and preferences that Einstein
              Discovery uses to generate insights.</td>

            <td data-label="More Information" class="slds-cell-wrap" style="vertical-align:top;" headers="d48388e55 ">
              <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>
            </td>

          </tr>
          <tr class="">
            <td data-label="#" class="slds-cell-wrap" style="vertical-align:top;" headers="d48388e46 ">4</td>

            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d48388e49 ">Investigate Insights</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d48388e52 ">Investigate the insights that Einstein generated
              during its analysis. Learn what patterns and
              statistical insights Einstein discovered in your
              data.</td>

            <td data-label="More Information" class="slds-cell-wrap" style="vertical-align:top;" headers="d48388e55 ">
              <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>
            </td>

          </tr>
          <tr class="">
            <td data-label="#" class="slds-cell-wrap" style="vertical-align:top;" headers="d48388e46 ">5</td>

            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d48388e49 ">Evaluate Model Quality</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d48388e52 ">Assess performance and refine the predictive
              model.</td>

            <td data-label="More Information" class="slds-cell-wrap" style="vertical-align:top;" headers="d48388e55 ">
              <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>
            </td>

          </tr>
          <tr class="">
            <td data-label="#" class="slds-cell-wrap" style="vertical-align:top;" headers="d48388e46 ">6</td>

            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d48388e49 ">Deploy the Model</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d48388e52 ">Deploy the model into Salesforce.</td>

            <td data-label="More Information" class="slds-cell-wrap" style="vertical-align:top;" headers="d48388e55 ">
              <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>
            </td>

          </tr>
          <tr class="">
            <td data-label="#" class="slds-cell-wrap" style="vertical-align:top;" headers="d48388e46 ">7</td>

            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d48388e49 ">
              <p style="margin-bottom:0;">Predict and Improve Outcomes</p>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d48388e52 ">Predict outcomes and get improvements using the
              model you deployed.</td>

            <td data-label="More Information" class="slds-cell-wrap" style="vertical-align:top;" headers="d48388e55 ">
              <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>
            </td>

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

## Iterative Refinement and Continuous Improvement

Implementation is an iterative process rather than a linear one. Einstein Discovery is designed for rapid exploration, experimentation, and implementation. You learn as you go. Every step of the way, you use built-in feedback to check your results, review your assumptions, ask new questions, make adjustments, and try again. Add a column to your dataset. Change model settings. Resolve alerts, refine thresholds, and segment data. As you fine-tune your approach, each improvement can help lead you to better operational outcomes.

#### See Also

- [Introduction to Einstein Discovery](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_about.htm&release=264.0.0&type=5 "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.")