Getting Started with Einstein Prediction Builder (Part 1)

You have lots of data in your Salesforce Org. This helps you with day to day work. Would you like your system to also help you plan work + prepare you for the future?

Getting some insights or information about what possibly lies ahead can ensure that your work is not hampered or you are well prepared on what to do.

So what to do? Go to a well-known Astrologer who looks at your planet position as of today, use their past experience, see the impact of planets (through past patterns), and comes with an outcome on what lies ahead. That surely can be a solution for an individual, but what about the organization or when all you have is data in the system.

Meet Einstein Prediction Builder – we have an Astrologer / Data Scientist in the house. Einstein Prediction Builder is also doing something similar.

• Looks at your Planet position – The current data
• Uses Past Experience – The data we have in the org
• See the impact – The fields we considered and how fields data impact the outcome
• Outcome on what lies ahead – The field we are predicting / saving the outcome

When we start building the prediction, here are a few things we need to consider.

Einstein Prediction Builders works best when the question is a “Yes” or “No” or it needs to predict a numeric value. So “Will a customer’s pizza delivery order get delivered late?” is a good scenario to predict

It is important to Segment your data. Let’s say we want to predict whether my pizza delivery (at customer’s home) will happen on time. I would certainly like to remove the orders that are Take Away / Dine In, so that Einstein can build its learning model on orders that were meant for Delivery.

Get the right fields to ensure that Einstein has enough (and relevant) data to learn and then use for prediction. So for pizza delivery, if I choose Mode of transport, Delivery Address, etc. then they provide more relevance to data as they can impact the outcome. Choosing the name of the customer might not help.

Avoid Data Leakage / Hindsight Bias . These are the fields that have data that is due to the outcome of the event being predicted. Adding that customer got a coupon (which is given on late deliveries) would make this field a strong predictor, however, the truth is this field is only set once the delivery is delayed. So a good idea is to remove this field.

Once you configure the fields and complete the prediction builder wizard, Einstein takes some time in building the prediction model. One the status changes to “Ready for Review” you can check the model quality by clicking on “View Scorecard“

If the scorecard is in the green zone and we have multiple predictors, we are all set to use the Prediction field for getting insights and being prepared for handling things better.

To try out Prediction Builder, you need to sign up for an org with Prediction Builder enabled. The link to sign up for a free developer org is :-

https://developer.salesforce.com/promotions/orgs/einsteinbuilder

I will follow up with another blog where I will walk through on the various screens on how to enable Einstein Prediction Builder.