1. From Setup, enter Einstein Prediction Builder in the Quick Find box, then select Einstein Prediction Builder. Or, click Get Started on the Einstein Prediction Builder tile in Setup Home.
2. If it’s your first time using Einstein Prediction Builder, click Get Started on the splash page.
3. Click New Prediction.
4. Enter a name for your prediction, such as Invoice Payment.
5. Tab to or click in the next field to auto-populate the API name. Click Next.
6. Select the object that contains the field you want to predict values for. To find an object quickly, start typing its name in the Search field. Click Next.
7. If you want to focus your prediction on a specific segment in your data set, select Yes, focus on a segment and set the conditions you want. Or, leave the default option No segment selected. Click Next.
8. Select the field you want to predict values for. The list of available fields is determined by the object you selected previously. To find the field you want in a long list, start typing its name in the Search field. Click Next.
9. If you want Einstein to use specific records as examples for your prediction (the training set), select Use specific records and set the conditions according to which records you want. Otherwise, leave the default option selected. Click Next.
10. Deselect any fields you want Einstein to ignore when making a prediction.
11. Enter a label for the field that stores your prediction results, such as Predicted Number of Days Late. Tab to or click in the next field to auto-populate the field name. Click Next.
12. Review your prediction settings carefully! After you build your prediction, you can’t make changes to it. If anything looks wrong, click Back until you get to the page with the settings you want to tweak. Then click Next to get to this page again. When you’re ready,click Build Prediction.
13. Click Done when you’re finished reading the celebration page. Check back later to find your prediction’s scorecard, which you can review and then decide whether to enable your prediction.