Deploy an Einstein Discovery Story
- Click the arrow next to Share & Export after Opening the story, then select Deploy to Salesforce. You will see the deploy Recommendations to Salesforce wizard.
- Select an object that you want to deploy the story to. You will need to tell Einstein Discovery which object you want to deploy this story to as this story was not created using Salesforce object,. You must select an object that contains the outcome variable from the story.You will see an error message warning you that the outcome field is missing if you select an object that does not contain the outcome variable.The object must have the outcome field (which maps to the outcome variable for the story), but it does not have to contain all the other variables from the story.You can use an Apex trigger to create them if you select an object that does not contain the outcome variable. Copy the field names so you can add them later when creating an Apex trigger if you see a warning about missing fields.
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Click Next. You see a screen that asks you to specify a name for the prediction if no other recommendations have previously been deployed, .
Note If recommendations were previously deployed, you see a screen that asks you to select either
Deploy new Prediction & Recommendation model
Enhance an existing Prediction & Recommendation model
These instructions show you how to deploy a new model so select Deploy new Prediction & Recommendation model. Refer to the next section if you want to see how to enhance an existing model. - Click Next. You will see a screen that asks you if you want to focus on a particular segment in your data set.
- Select either No segment (use all data selected on previouspage) or Yes, focus on a segment(Advanced). This feature lets you segment your stories. You control which records use the recommendation model with segmented stories . For example, if you select "Department equals HR" then the model will only be applied to Salesforce records where the department is HR. For all records where the division is not naval, that model is not applied. They are applied if other models are configured on the records where division is not naval .
- Click Next. You see a screen that asks you to verify the information.
- Click on Deploy as last step.