---
schema_version: "1"
id: 73269a2c7175521e0e370e93a722376740db78d6844ebcd500803f4979529c42
title: Refine Your Recommendation
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/custom_ai_recommendation_refine.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.custom_ai_recommendation_refine.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7e5be36d6acebc242c0de7d56abbad06fe25b6038c742378d98f4f8a8730678f
description: After creating a recommendation, you can refine it to get optimal results.
products:
  - Sales
  - Sales Enablement
release: "264"
---
# Refine Your Recommendation

After creating a recommendation, you can refine it to get optimal results.

After you finish and save your recommendation, the Summary page displays your selected objects, their segments, and fields.

By default, all records and fields on the selected objects are included. But you can limit the data to certain segments and fields to focus your recommendation on relevant data.

You can focus your recommendation on a specific segment of your dataset. For example, you can analyze data for a specific region or industry. With segments, you can get more useful recommendations by omitting records that aren’t relevant.

1. In the Recommended Items or Recipient section, select **Segment**.
2. Select **Yes, focus on a segment**.
    
    ![Recipient Segment](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-custom_ai-264-0-0-production-enus/40dfbcd7-3bfe-4d20-9d53-164eb414358b/custom_ai/images/einstein_recommendation_recipient_segment.png)
3. In the Recommended Items or Recipient section, select **Fields** and review the included fields. You can ignore certain fields in your recommended object.
    
    ![Recipient Segment Fields](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-custom_ai-264-0-0-production-enus/40dfbcd7-3bfe-4d20-9d53-164eb414358b/custom_ai/images/einstein_recommendation_recipient_segment_fields.png)
4. Deselect fields that you don’t want Einstein to consider when building your recommendation. Click **Save**.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-custom_ai-264-0-0-production-enus/40dfbcd7-3bfe-4d20-9d53-164eb414358b/images/icon_tip.png)

Tip Carefully consider how to set up your segments, because Einstein learns how to make recommendations from these records. Exclude any records that aren’t relevant to your use case. For example, you can focus on customers in a specific region, products in certain categories, or cases with a specific record type.

You can create separate recommendations for each segment.