Learn Einstein Discovery
Einstein Discovery and its stories are a powerful part of CRM Analytics allowing users to create point-and-click predictions. On this page, you will find a collection of blogs to help you understand what Einstein Discovery can do and how you can create predictions in your organization. If you want more make sure to check out this collection on assets.
- Define your use case
- Gather & prepare data
- Discover, analyze & strategize on your insights
- Create predictive models
- Deploy models & create AI-enhanced workflows
- Einstein Discovery in Tableau
- Manage your implementations
Define your use case
“Every great ML project starts with a great use case. ” Establish and clearly define the business goal. What business process do you want to improve? Who are the users and what will they do? Define what KPI will measure the goal. Envision what the AI-augmented workflows will look like.
Staying focused – Using a methodology to organize your thoughts and project activities
Estimate Propensity to Buy with Einstein Discovery to improve sales excellence
Accelerating Prescriptive Analytics Using Einstein Discovery Templates
Intelligent Pipeline Management with Einstein Discovery
Predicting the best up-sell with Einstein Discovery Multiclass models
Gather and Prepare data
Find data sources. Establish a means of labeling, cleaning, joining, and aggregating the data through Salesforce or other tools.
Preparing Your Data For Einstein Discovery
Discover, Analyze & Strategize on your Insights
Discover correlations and drivers in your data. Analyze it for insights. Create segmentations. Understand the conditions that create the greatest value. Strategize how these findings can be implemented into new experiences for your org.
What are Einstein Analytics Stories and when would you use them?
What kind of questions can Einstein Analytics Stories answer?
Create Predictive Models
Create an instantiation of a model – to generate predictions for future events. Tune it until you are satisfied with its performance. Ensure you’re meeting your evaluation criteria. Dark launch the model in your org. Measure the difference between the predicted and actual values. Find and remove data leakage.
Einstein Discovery: How good is my model really?
Take your Einstein Discovery model from Good to Great
The Delicacy of Accuracy: A Deep Dive on Classification Performance
Tree-Based Learning Algorithms in Einstein Discovery
Einstein Discovery: How much data for a good story?
Einstein Discovery: What is Cardinality, and why should I care?
Deploy Models & Create AI-enhanced Workflows
Partner with your users to develop the interfaces and workflows that enhance their productivity – for both IC’s and management. Prototype the designs and implementation.
Create Intelligent Applications with the ‘Predict’ node in Recipes
The complete guide to Einstein Discovery model deployments
Einstein Discovery in Automated Business Processes: Validation Rules
Einstein Discovery – Bring Your Own Model Deployment
Einstein Discovery in Tableau
Deploy models specifically for integration in Tableau. Native integration to the world’s leading analytics platform, consume model outcomes in different ways.
Einstein Discovery in Tableau – Try it for Yourself
Manage your Implementations
Following up on your models after they have been deployed.
Managing Einstein Discovery Models in the Wild
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