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            Get Sales Predictions with the Einstein Discovery for Sales Analytics App

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            Get Sales Predictions with the Einstein Discovery for Sales Analytics App

            Identify your most promising accounts—the largest potential opportunities or the ones that you have the greatest chances of winning or closing quickly. The Einstein Discovery for Sales Analytics template guides you through creating the app.

            Required Editions

            Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition. Requires a CRM Analytics Plus license.
            Permission Sets Needed
            To create and manage the Einstein Discovery for Sales Analytics app: CRM Analytics Plus Admin permission set
            To use the Einstein Discovery for Sales Analytics app: CRM Analytics Plus User permission set

            Before you create an app, make sure that you’ve created the Sales Analytics app and scheduled its daily dataflow.

            1. From the Analytics tab or Analytics Studio, click Create and then select App.
            2. Select the Einstein Discovery for Sales Analytics template to open the guided flow.
            3. If you have an Einstein Discovery for Sales app, choose whether to base this app on an existing one or create another. Click Continue.
            4. Select a Sales Analytics app opportunities dataset for the Einstein Discovery story and how you want the prediction to help. Select Looks good, next.
            5. Add fields to improve your story’s predictions. The template has selected the most useful fields for you. Click Looks good, next.
            6. Name and create your app.
              A tab opens for your app, which takes a few minutes to create. When you see the Application Complete! message, refresh the page to view the story, dataset, and dashboard showing the predictions.
            7. Add the dashboard to your Sales Analytics app.
              1. Open the dashboard.
              2. In the dropdown menu, select Clone in New Tab.
              3. Click Save, and in App select the Sales Analytics app that you want to add the dashboard to.
              4. Click Save.
                A copy of the dashboard now displays with the other dashboards in your Sales Analytics app.

            You can’t update the Einstein Discovery story using the Reconfigure App action. To change your story, create another Einstein Discovery for Sales Analytics app.

            See Also

             
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