Focus your predictions on a specific subset of the object data by defining filter
conditions. Get more useful predictions by excluding the records that are irrelevant to your
prediction. Make sure that you have sufficient records in your training and scoring datasets by
counting the records. Filtering is optional. You can use the complete dataset for training and
scoring.
Required Editions
Available in: Lightning Experience
User Permissions
Needed
To set up a Data Cloud template configuration:
AI Accelerator User
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 Filter Your Training and Scoring Datasets, click Set
Up.
Add conditions by using the object’s fields to filter your training and scoring
datasets.
You can choose to apply separate filter conditions for training and scoring, or use a
single filter for both. Use the toggle to select your option.
To determine the number of training and scoring records, click Count
Records.
If you have an insufficient number of records, edit your conditions, and recount the
number of examples and scoring records.
To continue to define the template configuration, click Save &
Continue.
To return to the Scoring Framework Setup page, save your changes. If you don’t want to
filter training and scoring datasets, click Clear
Selections.
Example
A financial institution uses Scoring Framework to get predictions about customers in the US
who are likely to purchase more assets. The financial institution’s Salesforce admin adds
conditions to filter accounts with the billing country as US.
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