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Build Models in Einstein Discovery
Create models to analyze your data. Define your desired outcome, structure your data source, then explore the insights that Einstein Discovery revealed in your data using AI, machine learning, and statistical analysis.
- Define Your Target Outcome
Start by selecting a business problem you want to solve. Examine the key performance indicators (KPIs) you want to improve. Explore which candidate KPIs could benefit the most from deploying an Einstein Discovery-powered solution. - Prepare Data for Analysis
Effective data preparation is key to getting great results with your insights, predictions, and improvements. Engage the data integration power of CRM Analytics to load and transform data from one or more data sources into a dataset for Einstein Discovery to analyze. You can pull data from Salesforce and external sources. You can also use third-party tools and utilities to further expedite data cleansing and wrangling tasks. - Analyze Your Data with Models and Insights
Create models to analyze your data. Explore the insights that Einstein Discovery revealed in your data using AI, machine learning, and statistical analysis. Insights show you what happened in your data, why it happened, and what could happen. - Create and Manage Models
Models tell Einstein Discovery what to analyze. Creating a model involves defining the dataset fields, outcome variable, explanatory variables, and other settings to include in the analysis. Einstein Discovery uses this information to generate insights into your data. - Explore Data Insights
You can explore insights for any model to which you have access. An insight is a statistically significant finding in your data. When you create a model version, Einstein Discovery analyzes the data in your dataset and generates insights based on its analysis. Insights provide a starting point for you to investigate the relationships among your model’s explanatory variables and its goal.

