---
schema_version: "1"
id: 85d11a47d1366c957c9e30ef6dcae2ab7a9181f09ad69067aba182d32fe4f17f
title: Create a Model from a Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_edd_create_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_edd_create_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 67310d1ac7904776a47867ed61745fa205606cabff9777fe0e07cf32278490ae
description: 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.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Create a Model from a Template

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.

### Required Editions

![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.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in Salesforce Classic and Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with CRM Analytics, which is available for an extra cost in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions. Also available in <strong>Developer</strong> Edition.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d193914e75">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d193914e75 ">To create a model from a template:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d193914e75 ">Use Einstein Discovery</td>

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

To create a model from a model template:

1. In CRM Analytics Studio, click **Create**, then **Model**.
2. Select one of the available templates, and then click **Continue**.
    
    ![New model creation showing available model templates](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_story_template.png)
3. Review summary information about the template.
    
    The template overview includes a description (1), a list of supported objects (2), and sample insights (3). Click **Continue**.
    
    ![Template overview page showing three numbered areas](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_story_template_2.png)
4. Einstein Discovery runs through a series of checks to confirm that your organization’s data meets minimum requirements. If your org passes, click **Looks good, next**. Otherwise, review any messages and check the requirements for your template in [Jumpstart Solutions with Model Templates](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_template.htm&release=264.0.0&type=5 "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.").
    
    ![Data prequalification page for the model template](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_story_template_3.png)
5. Give your app a name, then click **Create**.
    
    Einstein Discovery proceeds to create the app and associated assets, including a dataset, dataflow, model, and documentation (as a dashboard). When finished, your initial model opens.
6. Explore the initial model, insights, dataflow, deployed model, and other assets that Einstein Discovery created for you. As you explore, consider ways in which you can customize your app to better reflect your business requirements and goals.

Even if your organization passed the minimum data requirements for the selected model template, app creation can fail due to other reasons, including:

 
| Issue | Description |
| --- | --- |
| Model concurrency limits exceeded | No more than two models can be created concurrently in your org. App creation can fail if there are already two models in the org that are currently being analyzed. |
| Dataflow run limits exceeded | During app creation, Einstein Discovery model templates run a dataflow twice: (1) to create the dataset used to train the predictive model, and (2) to use the predictive model to generate prediction scores and write them back to the CRM Analytics dataset. App creation can fail if you exceed the maximum number of dataflow runs in your org in a 24-hour period. |
| Data Sync-related limits exceeded | Model templates can add objects to Data Sync. App creation can fail if your org has already created the maximum number of data sync objects. Consider contacting your Salesforce account representative to request an increase in the number of Data Sync objects allowed. |
| Data Sync-related errors | With Data Sync enabled, dataflows in model templates rely on Data Sync objects to run successfully. If app creation triggers Data Sync-related errors, address them in the Data Manager before trying to create the template again. |

#### See Also

- [Jumpstart Solutions with Model Templates](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_template.htm&release=264.0.0&type=5 "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.")
- [Maximize Customer Revenue Model Template](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_template_maximize_customer_revenue.htm&release=264.0.0&type=5 "Analyze which types of accounts are leading to higher sales based on the last 365 days. Use a linear regression model to predict which accounts could bring additional revenue.")
- [Maximize Win Rate Model Template](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_template_maximize_win_rate.htm&release=264.0.0&type=5 "Explore the key drivers for winning deals without the hassle of prepping your data.")
- [Minimize Time to Close Model Template](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_template_minimize_time_to_close.htm&release=264.0.0&type=5 "Understand the key factors that drive shorter deal cycles without having to worry about where to begin.")