After you build and enable an AI prediction, here's how you can use it in Salesforce.
- To see the highest prediction scores first, add your prediction score field to a list view and sort by score.
- Show top predictors that influence your prediction and prediction score by adding the Einstein Predictions Lightning Component to the Object page. See the detail view of Object records such as invoices or accounts with the highest scores to evaluate their accuracy and additional insights.
- Run automated flows using Flow Builder. You can automate what happens after a prediction score is available. Depending on your score threshold, you can create rules using flows for Object records that fall above and below a score when a record is created or updated. For example, you determine that a score threshold for a good lead is greater than 70. Using flows, you can direct leads with a score less than 70 to a marketing campaign instead of considering them as potential leads that a sales representative can follow up.
- Set up additional business rules for your prediction in an Einstein Next Best Action strategy. For example, to customize offers based on a customer's likelihood to churn.