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Add an AI Sentiment Formula to a Data 360 Report (Beta)

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Add an AI Sentiment Formula to a Data 360 Report (Beta)

Add the AI_SENTIMENT function in a Data 360 report to analyze unstructured text fields, such as support tickets, customer reviews, or survey responses, and return a sentiment classification for each record.

Required Editions

Available in: Lightning Experience
Available in: Data 360 in Developer, Enterprise, Performance, and Unlimited Editions
Note
Note AI Sentiment Function in Data 360 Reports is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at the Customer’s sole discretion.
  1. From Setup, in the Quick Find box, enter Reports and select Reports and Dashboards Settings.
  2. Select Enable AI Sentiment Function in Data Cloud reports (Beta).
  3. Create or open a Data 360 report.
  4. From the Columns section of the Outline pane, click the dropdown, and select Add Row-Level Formula.
    You can also add an AI sentiment function to a summary formula.
  5. Enter a column name and description for the row-level formula.
  6. Set the formula output type to Text.
  7. From the Fields tab, select the AI_SENTIMENT function and then add it to the formula editor.
    The AI_SENTIMENT function performs sentiment analysis on text input, and returns a sentiment label. For more details, see AI_SENTIMENT
  8. Enter this formula, replacing text_field with the name of the text field you want to analyze. 
    AI_SENTIMENT(text_field)

    text_field is a text field or expression containing the unstructured text to analyze.

  9. To check the formula for errors, click Validate.
  10. Save and run the report.
    The sentiment column displays Positive, Negative, Neutral, Mixed, or Unknown for each row.
Example
Example

To triage support tickets by sentiment, add this formula as a calculated column on a report that includes a text field with ticket descriptions:

AI_SENTIMENT(Support_Ticket_Text__c)

The report shows a sentiment value for each ticket so you can filter or group records by sentiment.

 
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