Segment Your Data

When you build a prediction in Einstein Prediction Builder, you can also focus your prediction on a specific segment of your dataset. For example, to only look at data for a particular region or industry. With segments, you can get more useful predictions by excluding records that aren’t relevant to your prediction.

  1. On the Segment page, specify a segment for your object. To define a segment, select Segment of <Object>, for example, Segment of Account.
    Segment your dataset
  2. Select a field, operator, and value. For example, to focus your prediction only on leads in the Food & Beverage industry, select Industry, Equals, and Food & Beverage.
  3. To add more conditions and further define your segment, click Add Condition. Let's say you want Einstein to focus only on companies with $5 million or more in annual revenue. You enter Annual Revenue, Greater than, and $5,000,000.
  4. Specify the logic that you want to use to define the relationship between the conditions.
    • To use the AND operator for all conditions, select Meet All Conditions. For example, you want Einstein to look at all leads in the Food & Beverage industry with an annual revenue of over $5 million.
    • To use the OR operator for all conditions, select Meet All Conditions. Maybe you want Einstein to focus on contacts who are either homeowners or high income earners.
      Define segment using OR operator
    • To use a combination of AND and OR operators to define your segment, select Meet Custom Condition Logic . For example, to focus your prediction only on accounts with more than 10,000 employees in the Construction, Machinery, or Manufacturing industries.
      images/einstein_prediction_builder_custom_logic_guided_setup.png
  5. When you’re done defining your segment, click Save & Next.
Note
Note

If you change your mind, you can switch from using a segment of records to all records at this point.