Considerations for Setting Up a CRM Analytics Template Configuration in Scoring Framework
Before setting up a CRM Analytics template configuration in Scoring Framework, review these considerations.
Required Editions
| Available in: Lightning Experience |
Minimum Data Requirements
To activate a CRM Analytics template configuration, your dataset must have enough records.
| Type of Dataset | Minimum Number of Records |
|---|---|
| Training Records | 400 |
| Example Records for a Yes Outcome | 100 |
| Example Records for a No Outcome | 100 |
Number of Input Features in a Template Configuration
A minimum of 10 input features and a maximum of 49 input features are required for a template configuration.
Supported Writeback Objects
Scoring Framework supports all the custom objects and these standard objects for storing predictions.
- Custom objects
- Salesforce objects:
- Account
- AccountContactRelationship
- AccountForecast
- AccountProductForecast
- AccountProductPeriodForecast
- AccountForecastPeriodMetrics
- AccountTeamMember
- Activities
- AdvAccountForecastFact
- AdvAccountForecastSetPartner
- Asset
- Campaign
- CampaignMember
- Cases
- ContactPointAddress
- ContactPointEmail
- ContactPointPhone
- Contacts
- CurrencyType
- Event
- Leads
- ObjectTerritory2Association
- Opportunity
- OpportunityLineItem
- OpportunityLineItemSchedule
- OpportunityTeamMember
- Order
- OrderItem
- Product2
- ProgramRebateTypPayoutSrc
- RebateMemberProductAggregate
- RebateProgramMemberPayout
- RebateProgramPayoutPeriod
- Task
- TransactionJournal
- Salesforce Industries objects:
- AccountServicePreference (Health Cloud)
- Claim (Automotive Cloud, Financial Services Cloud, and Manufacturing Cloud)
- ClaimItem (Automotive Cloud, Financial Services Cloud, and Manufacturing Cloud)
- QuoteLineItem (Commerce Cloud)
- SalesAgreement (Manufacturing Cloud)
- Visit (Consumer Goods Cloud)
Synchronization with CRM Analytics
If there are any changes to the recipes or the Einstein Discovery model installed by the app that’s created based on a template configuration, these changes aren’t updated in the template configuration’s details on Scoring Framework.
Writeback Field Access
A Salesforce admin must have access to the custom field selected for storing the predictions.
