1. Decide what field and type of field you want to predict values for.You can predict numeric fields like revenue, year-over-year growth, cost, tax, andsalary.You can predict custom formula fields and checkboxes, such as the likelihood that adeal closes, or the likelihood that year-over-year growth is greater than last year.
2. You can predict numeric fields like revenue, year-over-year growth, cost, tax, andsalary.
3. You can predict custom formula fields and checkboxes, such as the likelihood that adeal closes, or the likelihood that year-over-year growth is greater than last year.
4. If you want to predict whether something is true or not but you don’t have a checkbox field to represent this value, create a custom formula field on the same object as the field you want to predict. Set the formula to evaluate to true, false, or blank (null). When you tell Einstein to predict this field, it gives you the likelihood of a true value. This likelihood is represented by a number between 0 and 100.
5. Build the prediction. Einstein Prediction Builder guides you through all the steps. No coding needed!
6. Customize your workflow or processes using Einstein’s predictions.