---
schema_version: "1"
id: 9b49e62a440bee09e169694f298932bc33feb798f64208e946deaa96b832d9aa
title: Edit General Settings for a Model
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_edd_story_general.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_edd_story_general.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4be71111793b64bef9cf618d43f464b08ce827a025f4972bc6ee19d343ffef7a
description: You can edit general settings for a model. View the CRM Analytics dataset and select the algorithm and validation type.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Edit General Settings for a Model

You can edit general settings for a model. View the CRM Analytics dataset and select the algorithm and validation type.

### 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="d174224e77">User Permissions
                Needed</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d174224e77 ">To update model settings:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d174224e77 ">Create and Update Einstein Discovery Models</td>

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

To edit general settings for a model:

1. Open the model.
2. Click **Settings**.
3. In the **General Settings** panel, configure the following settings.
    
    ![General settings in model setup](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_general.png)
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:19.193857965451055%">
              <col style="width:80.80614203454894%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d174224e149">Setting</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d174224e152">Description</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d174224e149 ">
                  <strong class="uicontrol">Dataset</strong>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d174224e152 ">CRM Analytics dataset associated with the model.</td>

              </tr>
              <tr class="">
                <td data-label="Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d174224e149 ">
                  <strong class="uicontrol">Validation</strong>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d174224e152 ">
                  <p>Choose a validation type for your model. Select one of the following options:</p>
                  <ul>
                    <li><strong class="uicontrol">Training/Validation Ratio</strong> to randomly split the
                      observations in the CRM Analytics dataset into a training set and a
                      validation set. The default is 80% training and 20% validation, but you can
                      adjust the slider to change the ratio as needed.</li>
                    <li><strong class="uicontrol">Validation Dataset</strong> to specify a separate CRM
                      Analytics dataset that contains the validation data. You see only the
                      datasets that match the schema of your model’s dataset. Ideally, select a
                      dataset that contains a diverse set of observations that reflect real-world
                      conditions. If you want to compare models for accuracy, selecting the same
                      validation dataset gives you a common, unbiased baseline for
                      evaluation.</li>
                    <li><strong class="uicontrol">None</strong> (the default) uses only k-fold
                      validation.</li>
                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d174224e149 ">
                  <strong class="uicontrol">Algorithm</strong>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d174224e152 ">
                  <p>You can choose among different algorithms for Einstein Discovery to use to
                    create the model:</p>
                  <ul>
                    <li><strong class="uicontrol">GLM</strong>: Default. Generalized Linear Model is a
                      regression-based algorithm.</li>
                    <li><strong class="uicontrol">GBM</strong>: Gradient Boost Machine is a decision
                      tree-based ensemble machine learning algorithm.</li>
                    <li><strong class="uicontrol">XGBoost</strong>: A decision tree-based, ensemble machine
                      learning algorithm.</li>
                    <li><strong class="uicontrol">Random Forest</strong>: A supervised learning algorithm that
                      uses multiple decision trees, randomization, and other optimization
                      techniques.</li>
                  </ul>
                  <p style="margin-bottom:0;">Alternatively, select <strong class="uicontrol">Model Tournament</strong> to have
                    Einstein Discovery run all four algorithms and then show the results of the
                    algorithm that performed best. </p>
                </td>

              </tr>
            </tbody>
          </table>
    
    Changes take effect after you create the model or a model version.