---
schema_version: "1"
id: 59698c45dd01407abd60b43a440e5176e015f51abe213cf668e030f6b8bab648
title: Edit Model Settings
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_edd_story_modify.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_edd_story_modify.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 39445518187f0a444b02ccaf2d8b8564be502e7a05375bbfbe39bc2c3d74d0ac
description: Working with models is often an iterative process of further refinement. As you investigate insights in your model, you can decide to improve it by revising your settings and creating a newer version. For example, you can include or exclude a column and rerun the analysis. By interacting with the model, you overlay your intuition and domain knowledge to make the model more insightful and its recommendations more pertinent.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Edit Model Settings

Working with models is often an iterative process of further refinement. As you investigate insights in your model, you can decide to improve it by revising your settings and creating a newer version. For example, you can include or exclude a column and rerun the analysis. By interacting with the model, you overlay your intuition and domain knowledge to make the model more insightful and its recommendations more pertinent.

### 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="d29595e75">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d29595e75 ">To update model settings:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d29595e75 ">Create and Update Einstein Discovery Models</td>

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

1. Open the model.
2. From the Model Toolbar, click **Edit Model**.
    
    ![Model settings window](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_edit.png)
    
    If you see a banner indicating that the dataset has changed since the model was created, select **Review model settings using the latest data**, review the model settings, and the click **Update Model** to create a model version based on the latest available data. ![Link to review model settings based on the latest data](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_banner.png)
3. Change the model’s general settings in the right side panel. To learn more, see [Edit General Settings for a Model](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_story_general.htm&release=264.0.0&type=5 "You can edit general settings for a model. View the CRM Analytics dataset and select the algorithm and validation type.").
    
    ![General settings panel](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_modify_settings.png)
4. Use the table to select which variables to include in your model.
    
    ![Variables table](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_variables_table.png)
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:20%">
              <col style="width:80%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d29595e180">Column</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d29595e183">Description</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="Column" class="slds-cell-wrap" style="vertical-align:top;" headers="d29595e180 ">Selection</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d29595e183 ">Select the checkbox to include the variable in the model. Select at least
                  2, and no more than 49, variables. The row with the lock icon indicates the
                  model’s outcome variable, or target. It’s automatically included in the model.
                  It can’t be deselected.</td>

              </tr>
              <tr class="">
                <td data-label="Column" class="slds-cell-wrap" style="vertical-align:top;" headers="d29595e180 ">Variable</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d29595e183 ">
                  <p>Dataset column, or field. Also known as a feature variable. Each row
                    represents a column in the dataset, and is marked as a number, text, or date
                    variable.</p>
                  <p>Sort the table by variable in ascending or descending order by
                    clicking the column header.</p>
                  <ul>
                    <li>The list of variables includes numeric, text, and date columns with at
                      least 25 rows of data from the dataset.</li>
                    <li>Multivalue fields, which are fields that contain multiple values (such as
                      a list or array), aren’t supported in Einstein Discovery. To learn more, see
                      <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_limits.htm&amp;release=264.0.0&amp;type=5" title="Einstein Discovery has limits for CRM Analytics datasets, models, and predictions.">Einstein Discovery Capacities and Requirements</a>.
                    </li>
                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Column" class="slds-cell-wrap" style="vertical-align:top;" headers="d29595e180 ">Importance or Correlation</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d29595e183 ">
                  <p>Einstein shows metrics to help you decide which variables to include.
                    Correlation shows the strength of association between the variable and the
                    outcome, and importance shows how much the model uses the variable when
                    predicting the outcome. For example, when predicting energy usage, temperature
                    might be the highest correlated, while air conditioner type is the most
                    important.</p>
                  <p>To choose what you want to see, use the column’s dropdown menu.</p>
                  <ul>
                    <li><strong class="uicontrol">Importance</strong> shows how much the variable influences
                      the outcome. Importance indicates the degree by which the model chooses to
                      use the variable when predicting the outcome. The higher the importance, the
                      greater the impact.</li>

                    <li><strong class="uicontrol">Correlation</strong> shows how much the variable is
                      associated with the outcome. The higher the correlation, the stronger the
                      relationship between the variable and the outcome.</li>

                  </ul>
                  <ul>
                    <li>Use these metrics to evaluate variables relative to one another. Consider
                      top and bottom rather than absolute values.</li>

                    <li>When importance and correlation are different, best practice is to
                      consider importance. Importance is a more advanced metric that understands
                      interactions between variables. For example, when predicting global sales,
                      product and region may be weakly correlated individually, while together
                      they’re highly important.</li>

                    <li>If a variable has little or no importance or correlation, consider
                      deselecting it to improve the model.</li>

                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Column" class="slds-cell-wrap" style="vertical-align:top;" headers="d29595e180 ">Data Alert</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d29595e183 ">Displays data alerts.</td>

              </tr>
              <tr class="">
                <td data-label="Column" class="slds-cell-wrap" style="vertical-align:top;" headers="d29595e180 ">Transformation</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d29595e183 ">Displays transforms, or configured changes.</td>

              </tr>
              <tr class="">
                <td data-label="Column" class="slds-cell-wrap" style="vertical-align:top;" headers="d29595e180 ">Filter Applied</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d29595e183 ">Displays excluded values.</td>

              </tr>
            </tbody>
          </table>
5. To configure settings for an individual variable, select it in the table and use the right panel.
    
    For each variable, Einstein uses up to 100 values. If the variable has more than 100 values, then the values that occur the most are used while the rest are grouped into Other. To increase the number of values used in a variable to 200, enable high cardinality. For more information, see [High Cardinality Alert](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_data_alert_cardinality.htm&release=264.0.0&type=5 "Indicates that a variable contains more than 100 unique values.").
    
    ![Settings panel for a selected variable](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_variable_settings.png)
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:20%">
              <col style="width:80%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d29595e330">Tab</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d29595e333">Description</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="Tab" class="slds-cell-wrap" style="vertical-align:top;" headers="d29595e330 ">Alert</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d29595e333 ">Identifies possible issues detected in the data, such as outliers or
                  duplicates. Review alerts and recommended actions to get better insights,
                  predictions, and improvements. To learn more, see <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_quality_alert.htm&amp;release=264.0.0&amp;type=5" title="Einstein Discovery displays quality alerts when it detects issues in your training data, your model’s quality metrics, or during cross-validation.">Handle Quality Alerts</a>.</td>

              </tr>
              <tr class="">
                <td data-label="Tab" class="slds-cell-wrap" style="vertical-align:top;" headers="d29595e330 ">Settings</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d29595e333 ">
                  <p><strong class="uicontrol">Analyze for bias</strong>—select to subject the text
                    variable to bias detection so you can remove distorting or unethical effects
                    on your analysis and predictions. To learn more, see <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_story_bias.htm&amp;release=264.0.0&amp;type=5" title="Einstein Discovery helps you practice ethical use of AI by detecting bias in your data so that you can remove its distorting effects on your analysis and predictions. Bias indicates that variables are being treated unequally in your model.">Detect and Remove Bias from a Model</a>.</p>
                  <p><strong class="uicontrol">Transform</strong>—Use transforms in the variable’s
                    settings to improve data for analysis. Transformations affect the model, and
                    don’t impact the dataset. When applied, transformations use all values in the
                    variable from the dataset.For instructions, see</p>
                  <ul>
                    <li>
                      <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_story_number.htm&amp;release=264.0.0&amp;type=5" title="Configure settings for individual number variables in your model.">Configure Number Variables</a>
                    </li>

                    <li>
                      <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_story_text.htm&amp;release=264.0.0&amp;type=5" title="Configure settings for individual text variables in your model.">Configure Text Variables</a>
                    </li>

                    <li>
                      <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_edd_story_date.htm&amp;release=264.0.0&amp;type=5" title="Configure settings for individual date fields in your model.">Configure Date Variables</a>
                    </li>

                  </ul>
                  <p><strong class="uicontrol">Buckets</strong>—For numeric variables.</p>
                  <div style="text-align:left;"><img style="width:200px;" src="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_modify_number_settings.png" alt="Buckets configuration"></div>
                  <ul>
                    <li>Choose a bucketing method with the <strong class="uicontrol">Bucket Values By</strong> dropdown.<ul>
                        <li>Count: Buckets proportionally by occurrence.</li>
                        <li>Width: Buckets proportionally within the total range of values.</li>
                        <li>Manual: Specify your own bucket ranges.</li>
                      </ul>
                    </li>

                    <li>Select the <strong class="uicontrol">number of buckets</strong>.</li>

                  </ul>
                  <p><strong class="uicontrol">Include Only</strong>—Displays values in the variable,
                    including its label and row count. Values that occur fewer than 25 times are
                    grouped as “Other.”</p>
                  <ul>
                    <li>To group or bucket values as other, deselect them and choose
                      <strong class="uicontrol">Group deselected values in “Other”</strong> in the
                      dropdown.
                    </li>

                    <li>To filter out values, deselect them and choose <strong class="uicontrol">Exclude
                        deselected values</strong> in the dropdown.</li>

                  </ul>
                  <p><strong class="uicontrol">Histogram</strong>—Chart displays distribution of the
                    values by occurrences, or row count.</p>
                  <p style="margin-bottom:0;">Apply filters after
                    transformations. Transformations ignore excluded value filters.</p>
                </td>

              </tr>
            </tbody>
          </table>
6. Click **Update Model**. Optionally, add notes to describe the new version, then click **Update**.
    
    ![Update Model window](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_version_annotate.png)
7. To abandon edits, click **Cancel** in the Update Model window, and then click **Close** in the top toolbar.

Einstein Discovery analyzes the data and creates a new version of the model. When finished, it displays the new model.

- **[Edit General Settings for a Model](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_story_general.htm&release=264.0.0&type=5)**  
    You can edit general settings for a model. View the CRM Analytics dataset and select the algorithm and validation type.
- **[Smart Sampling](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_smart_sampling.htm&release=264.0.0&type=5)**  
    Model training is faster with smart sampling. Smart sampling downsizes large datasets to representative samples. Einstein evaluates the data and then selectively reduces the number of rows used to train the model.
- **[Configure Number Variables](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_story_number.htm&release=264.0.0&type=5)**  
    Configure settings for individual number variables in your model.
- **[Configure Text Variables](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_story_text.htm&release=264.0.0&type=5)**  
    Configure settings for individual text variables in your model.
- **[Configure Date Variables](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_story_date.htm&release=264.0.0&type=5)**  
    Configure settings for individual date fields in your model.
- **[Detect and Remove Bias from a Model](https://help.salesforce.com/s/articleView?id=analytics.bi_edd_story_bias.htm&release=264.0.0&type=5)**  
    Einstein Discovery helps you practice ethical use of AI by detecting bias in your data so that you can remove its distorting effects on your analysis and predictions. Bias indicates that variables are being treated unequally in your model.