Create a Model from a Lens

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.

Note
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.

The Create Model button appears in your existing lens or in a new lens.

New Lens showing Create Model button

Refer to Create a Story from a Dataset to configure the settings for your model.

Model Settings window, showing goal, title, and location settings