Loading
CRM Analytics
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Select a Dataset

            You are here:

            1. Salesforce Help
            2. Docs
            3. CRM Analytics

            Select a Dataset

            Select the CRM Analytics dataset that contains the data you want to analyze.

            Note
            Note Einstein Discovery stories are now models. We wish we could snap our fingers to update the name everywhere, but you can expect to see the previous name in a few places until we replace it.

            Considerations for Dataset Selection

            • To get great results with your models and predictions, start by preparing the data you want to analyze in your dataset. For instructions, see Prepare Data for Analysis.
            • To create a model, your dataset must contain a minimum number of rows for Einstein to analyze, as described in Einstein Discovery Capacities and Requirements.
            • For model creation, you can use a dataset with a predicate (row-level security). Your access must be at least 400 rows of data. All users who access the model can see the results of the model. They don’t need the same row-level access as the story creator.
            • A model is based on a snapshot of the data in the CRM Analytics dataset. The initial data snapshot is taken when the model is created. Thereafter, the model is locked to that snapshot by default. If data has changed in the source dataset, users with sufficient permissions can optionally refresh the model based on the most recent data (see Open a Model). Otherwise, subsequent changes to the model do not affect the snapshot, and subsequent changes to the dataset are ignored.

              Consider selecting datasets that are more static than dynamic. If your dataset is continually updated, Salesforce periodically removes older versions of the dataset, which can include the snapshot upon which your model is based. If the snapshot is no longer available, then you can still view the model but cannot edit it.

            To select a dataset:

            1. In CRM Analytics Studio, find the dataset you want to use to create the model. To find the datasets you are authorized to use, select the Datasets subtab.
            2. Open the dropdown on the CRM Analytics dataset.
            3. Click Create Model.
              Note
              Note If you don’t see Create Model in the dropdown menu, ask your administrator about your user permissions and whether Einstein Discovery is set up for your org.
             
            Loading
            Salesforce Help | Article