Before you start building a prediction, think about what you want to predict and how it translates to Salesforce objects and fields. You must also create a custom field to get your data in a format that Einstein can predict.
How you set up your prediction depends on the data type of the field that you’re predicting values for.
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Decide the field and type of field.
You can predict numeric fields like revenue, year-over-year growth, cost, tax, and salary.
You can predict custom formula fields and checkboxes, such as the likelihood that a deal closes or the likelihood that year-over-year growth is greater than last year.
- Get familiar with datasets, segments, example sets, and prediction sets.
- Build your prediction. Einstein Prediction Builder guides you through all the steps. No coding needed!
- Customize your workflow or processes using your predictions.