Configure a template by using Scoring Framework to install a CRM Analytics app that
predicts lead and opportunity conversion likelihood.
Required Editions
| Available in: Enterprise, Performance, and Unlimited
Editions where Automotive Cloud, AI Accelerator, and Scoring Framework are
enabled |
| User Permissions
Needed |
| To create a CRM Analytics template configuration: |
Scoring Framework Admin |
| To install a CRM Analytics app: |
Manage CRM Analytics Templated Apps |
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In Scoring Framework, create a CRM Analytics template configuration with
the required template configuration type.
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Select Lead or Opportunity (based on the selected
template) as the object to train your model and get predictions for.
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To better analyze your data, include input features that are in a CRM Analytics
dataset.
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Define the target variable for your model.
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- For Lead Conversion Score (Automotive Cloud), select either 'Leads Have Converted
Into Accounts' or 'Leads Have Converted Into Opportunities'.
- For Opportunity to Account Conversion Score (Automotive Cloud), select
‘Opportunities Have Converted Into Accounts’.
- To define a custom target variable, add conditions.
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Select input features from a CRM Analytics
dataset, a predefined set of fields, or from the object that you selected for training and
scoring.
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To focus your predictions on a specific subset of the claims data, define filter conditions.
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To display your generated predictions in records, select a preconfigured output connector, and then
select one of these objects and its field to store the prediction.
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- Lead
- LeadPreferredSeller
- LeadLineItem
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To show prediction scores, suggestions and insights about prediction scores, and Next
Best Action recommendations, create an AI Accelerator use case.
