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.
Required Editions
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.
| Available in Salesforce Classic and Lightning Experience. |
| Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition. |
| User Permissions Needed | |
|---|---|
| To create a model: | Create and Update Einstein Discovery Models |
There are three ways in which to launch the Create Model command:
- From the Create menu. When prompted, choose Create from Dataset.
- While viewing a lens.
- From the dataset dropdown, as described in step 1 that follows.
Note You cannot create models from live datasets, which are described in Explore Data Directly in Snowflake.
- Select a Dataset
Select the CRM Analytics dataset that contains the data you want to analyze. - Configure Model
Select the goal, title, and location for your model. - Select Model Options
Choose how you want to select the fields in your dataset to analyze. Einstein can select the fields for you automatically, or you can select and configure them manually. - Select Data Options
Manually select and configure the variables in your dataset for Einstein to analyze and use to build a predictive model. - Analyze Data
Einstein Discovery prepares your model, analyzes your data, and displays its progress along the way.