Salesforce Docs Portal

Create an App from the Predictions for Promotion Revenue Template (Beta)

Create an app from the Predictions for Promotion Revenue template and share it with your users.

Required Editions

Available in: Developer, Enterprise, Performance, and Unlimited editions that have Loyalty Management enabled.
Note
Note This feature is a Beta Service. Customers can opt to try this Beta Service at their sole discretion. Any use of the Beta Service is subject to the applicable Beta Services Terms provided at Agreements and Terms.
Note
Note To create the Predictions for Promotion Revenue app, ensure that at least 400 records are available in the Promotion Revenue field in the Promotion_Members_tp dataset.
  1. Navigate to CRM Analytics Studio.
  2. Click Create, then select App.
  3. Select Predictions for Promotion Revenue, then click Continue.
  4. Take a quick look at the preview page, then click Continue.
  5. Einstein Discovery performs a compatibility check of your Salesforce org’s data. If it uncovers any issues, you see error messages with instructions about how to address them. Fix the issues and try app creation again. If it completes the check successfully, click Looks good, next.
  6. The next page of the wizard asks you to make two selections.
    1. Select the dataset that has the details of members targeted for promotions.
    2. Select the dataset that has the members’ hobby and segment data.
  7. The next page of the wizard asks you to make three selections.
    1. Select the program for getting predictions.
    2. Select the non-qualifying currency for predictions.
    3. Select the period for Einstein Discovery to aggregate data and train the predictive model.
  8. Select the fields that you want to add to your app. Select at least two fields with data that can improve the predictions.
  9. Click Looks good, next.
  10. Name your app, then click Create.

    View the status of the app creation on the next screen. The process takes a minute or two. After it’s complete, refresh the page to see your app.

    Note
    Note If you see an error saying the Analytics Integration User doesn’t have access to selected fields, edit Salesforce field-level security .

Share the app with your users. You can share it only with users assigned the admin or user permission sets for Analytics for Loyalty.

  • To open your app from Analytics Studio, select All Items, and then find and select your app.
  • Click share.
  • Select Invite others: and then enter usernames to find users in your org.
  • To define the selected user’s access, select Viewer, Editor, or Manager.
  • Click Add, then save your changes.