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CRM Analytics App Assets
The CRM Analytics app that you created to predict leads and opportunities contains preconfigured recipes that generate datasets and a model.
Recipes and Datasets for Opportunity Scoring
The CRM Analytics app installed based on the template configuration that you created contains this preconfigured recipe.
| Recipe | DESCRIPTION | output |
|---|---|---|
| Get Example and Prediction Sets | This recipe combines data from Opportunity, Opportunity Line Items, Opportunity Preferred Seller, Service Appointment, Task, Event, Campaign, Campaign Member, and Opportunity Contact Role to create Example and Prediction Datasets. The Example Dataset includes opportunities created between the last year and 30 days before the current date, used to train the Einstein model on the IsWon field. The Prediction Dataset consists of opportunities created in the past 30 days. The Einstein model generates score for these opportunities | Example and Prediction Datasets |
| Get Opportunity Conversion Score | This recipe uses the Prediction Dataset created from the "Get Example and Prediction Sets" recipe, and uses the Einstein model to score the opportunities present in the dataset, and writes back the scores to the selected writeback object. | Writes back the scores to the selected writeback object. |
Modify the recipe for any of these circumstances.
- Your schema deviates from the Automotive Cloud schema.
- A custom field of an existing entity changes.
- The storage of feature data changes from an existing entity to a custom entity.
- The data doesn’t load properly.
- The app stops working because of incorrect data values.
Recipes and Datasets for Lead Scoring
| Recipe | DESCRIPTION | output |
|---|---|---|
| Get Example and Prediction Sets | This recipe combines data from Lead, Lead Line Items, Lead Preferred Seller, Service Appointment, Task, Event, Campaign, Campaign Member to create Example and Prediction Datasets. The Example Dataset includes leads created between the last year and 30 days before the current date, used to train the Einstein model. The target variable is created using ConvertedAccountId or ConvertedOpportunityId field based on the user selection. The Prediction Dataset consists of all the leads created in the past 30 days. The Einstein model generates score for these leads. | Example and Prediction Datasets |
| Get Lead Conversion Score | This recipe uses the Prediction Dataset created from the "Get Example and Prediction Sets" recipe, and uses the Einstein model to score the leads present in the dataset, and writes back the scores to the selected writeback object. | Writes back the scores to the selected writeback object. |
Modify the recipe for any of these circumstances.
- Your schema deviates from the Automotive Cloud schema.
- A custom field of an existing entity changes.
- The storage of feature data changes from an existing entity to a custom entity.
- The data doesn’t load properly.
- The app stops working because of incorrect data values.
Model
The CRM Analytics app installed based on the template configuration that you created contains the Einstein model. The Model and Dataset node of the Get Lead Conversion Score or Get Opportunity Conversion Score recipe uses this model to generate predictions.
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