Considerations for Setting Up Einstein Recommendation Builder

Einstein Recommendation Builder generates recommendations based on data in Salesforce objects with the following relationships:

The Interactions object can have either Lookup or Master-Detail relationships with the Recipient and Recommended Items objects.

Tip Before you start creating a recommendation, go to Setup | Schema Builder and select the objects that represent Recommended Items, Interactions, and Recipient for your use case. Validate that the relationships look similar to the data model shown here.

Supported Objects

Einstein Recommendation Builder works with all custom objects and supports the following standard objects.

• Account
• Asset
• Campaign
• Case
• CaseArticle
• Contact
• ContractLineItem
• Entitlement
• Lead
• LiveChatTranscript
• Opportunity
• Order
• OrderItem
• Product2
• ProductConsumed
• Quote
• QuoteLineItem
• ServiceContract
• WorkOrder
• WorkType

  For examples, see Object Type Examples.

Note Einstein can’t build a recommendation with a deployment status of In Development. To build a recommendation, first deploy the object.

Limits

The Predictors tab on the recommendation scorecard shows a list of predictors for your recommendation. It shows impact information about each predictor. The scorecard shows you the top 100 predictors ranked by impact. If your recommendation has at least 100 predictors, the number displayed in the scorecard is likely to be between 100 and 200.

Make sure that your dataset has the minimum records to build a successful recommendation.

Note By default, Einstein Recommendation Builder includes records that were created or modified in the last 2 years.

If your recommendation objects have segments, Einstein checks to see if each segment has enough records.

Recommendations in Sandbox

Recommendations created in production aren't copied to sandbox orgs. To use a recommendation in sandbox, copy your licenses from production, and build a new recommendation. For best results, use a recently refreshed sandbox with the minimum count of required records on each object.