Add a Dataset to Fine-Tune Your Predictions
To analyze your data better, you can optionally include input features that are in a CRM Analytics dataset.
Required Editions
| Available in: Lightning Experience |
| User Permissions Needed | |
|---|---|
| To set up a CRM Analytics template configuration: | Scoring Framework Admin |
- From Setup, in the Quick Find box, enter Industries Cloud Einstein, and then select Scoring Framework.
-
On the card of the template configuration that you want to use, click
, and select
Edit.
- For Do You Want to Include a CRM Analytics Dataset with Additional Features?, click Set Up.
- Select the CRM Analytics dataset that contains the input features that you want to add.
- Select a field in the CRM Analytics dataset to join the dataset with the object you’re using for training and scoring.
- Select a field from the object that you’re using for training and scoring to join the dataset.
-
To continue defining the template configuration, click Save &
Continue.
You can also save your changes and return to the Scoring Framework Setup page. If you don’t want to use additional input features, click Clear Selections.
Example An automobile company uses Scoring Framework to get predictions about leads who are
likely to convert into accounts. The automobile company’s Salesforce admin selects Lead as the
object for training and scoring. Apart from the data in the Lead records, the company also wants
to use its partners’ database to get the lead details. So, the Salesforce admin creates an
external connection to connect and sync the external lead data to CRM Analytics and store it in a
CRM Analytics dataset. The admin then selects this dataset to provide insightful input features
for the model.
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