Plan Your Prediction

Before you start building a prediction, think about what you want to predict and how it translates to Salesforce objects and fields. You must also create a custom field to get your data in a format that Einstein can predict.

1. Decide the field and type of field.

   You can predict numeric fields like revenue, year-over-year growth, cost, tax, and salary.

   You can predict custom formula fields and checkboxes, such as the likelihood that a deal closes or the likelihood that year-over-year growth is greater than last year.

2. Get familiar with datasets, segments, example sets, and prediction sets.
3. Build your prediction. Einstein Prediction Builder guides you through all the steps. No coding needed!
4. Customize your workflow or processes using your predictions.