Select an Object for Training and Scoring
Select a standard or custom object with data to train your model and get predictions.
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 Select an Object for Training and Scoring, click Set Up.
-
Select the object that with data to train your model and get predictions.
Note If you select the Account object, fields of all the account record types are also included. -
To continue defining the template configuration, click Save &
Continue.
You can also save your changes and return to the Scoring Framework Setup page.
Example An insurance company uses Scoring Framework to get predictions about customers who aren’t
likely to renew their insurance policy. In Salesforce, the customer details are stored in Account
records. The insurance company’s financial analysts make sure that the Account records have the
necessary details of previous customers who didn’t renew their insurance policies. They also
ensure that the Account records have the required details of existing customers. Then, the
insurance company’s Salesforce admin selects Account as the object for training and
scoring.
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