{"id":805,"date":"2020-10-22T18:48:05","date_gmt":"2020-10-22T18:48:05","guid":{"rendered":"http:\/\/puneetkhosla.com\/?p=805"},"modified":"2021-04-14T05:14:08","modified_gmt":"2021-04-14T05:14:08","slug":"build-predictions-with-einstein-prediction-builder","status":"publish","type":"post","link":"https:\/\/puneetkhosla.com\/?p=805","title":{"rendered":"Build Predictions with Einstein Prediction Builder"},"content":{"rendered":"\n<p>Now is the time to build the prediction using <strong><span class=\"has-inline-color has-bright-blue-color\">Einstein Prediction Builder<\/span><\/strong>.<\/p>\n\n\n\n<p>In case you want to read about Einstein Prediction Builder, please read my previous blogs in the series<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Introduction &#8211; <a rel=\"noreferrer noopener\" href=\"https:\/\/puneetkhosla.com\/?p=756\" target=\"_blank\">Part 1<\/a><\/li><li>How to Enable Einstein Prediction Builder in the org &#8211; <a href=\"http:\/\/puneetkhosla.com\/?p=790\" target=\"_blank\" rel=\"noreferrer noopener\">Part 2<\/a><\/li><\/ul>\n\n\n\n<p>1. Click on the <strong><span class=\"has-inline-color has-bright-blue-color\">New Prediction<\/span><\/strong> Button on the Einstein Prediction Builder.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized is-style-default img-border\"><img fetchpriority=\"high\" decoding=\"async\" src=\"http:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB4.png\" alt=\"\" class=\"wp-image-799\" width=\"552\" height=\"365\" srcset=\"https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB4.png 1000w, https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB4-300x199.png 300w, https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB4-768x509.png 768w\" sizes=\"(max-width: 552px) 100vw, 552px\" \/><\/figure>\n\n\n\n<p>2. Give your Prediction a name (and api). I kept the name as <span class=\"has-inline-color has-bright-blue-color\"><strong>&#8220;Case Escalation Prediction Boolean&#8221;<\/strong><\/span><\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized is-style-default img-border\"><img decoding=\"async\" src=\"https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB5-1024x498.png\" alt=\"\" class=\"wp-image-807\" width=\"552\" height=\"266\"\/><\/figure>\n\n\n\n<p>3. Click on &#8220;<strong><span class=\"has-inline-color has-bright-blue-color\">Next<\/span><\/strong>&#8221; button.<\/p>\n\n\n\n<p>4. Choose the Object. In our example, it would be &#8220;<strong><span class=\"has-inline-color has-bright-blue-color\">Case<\/span><\/strong>&#8221; object. For now we won&#8217;t Segment the data so that we can utilize entire org data.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized is-style-default img-border\"><img decoding=\"async\" src=\"https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB6.png\" alt=\"\" class=\"wp-image-810\" width=\"552\" height=\"154\" srcset=\"https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB6.png 518w, https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB6-300x83.png 300w\" sizes=\"(max-width: 552px) 100vw, 552px\" \/><\/figure>\n\n\n\n<p>5. Click on &#8220;<strong><span class=\"has-inline-color has-bright-blue-color\">Check Data<\/span><\/strong>&#8220;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized is-style-default img-border\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB7.png\" alt=\"\" class=\"wp-image-811\" width=\"470\" height=\"385\" srcset=\"https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB7.png 470w, https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB7-300x246.png 300w\" sizes=\"(max-width: 470px) 100vw, 470px\" \/><\/figure>\n\n\n\n<p>6. This will check the org to see if we have enough data to build the prediction. In our case, we do have enough records.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized is-style-default img-border\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB7-1.png\" alt=\"\" class=\"wp-image-812\" width=\"470\" height=\"385\" srcset=\"https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB7-1.png 470w, https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB7-1-300x246.png 300w\" sizes=\"(max-width: 470px) 100vw, 470px\" \/><\/figure>\n\n\n\n<p>7. Click Next Button.<\/p>\n\n\n\n<p>8. We are now presented with an option &#8211; whether we want the answer as a simple &#8220;<strong><span class=\"has-inline-color has-bright-blue-color\">Yes \/ No<\/span><\/strong>&#8221; or whether we want to see the likelihood of something we are predicting i.e. a &#8220;<strong><span class=\"has-inline-color has-bright-blue-color\">Numeric<\/span><\/strong>&#8221; value. For our use case, we would go ahead with the &#8220;Yes\/No&#8221; option.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized is-style-default img-border\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB8.png\" alt=\"\" class=\"wp-image-814\" width=\"552\" height=\"343\" srcset=\"https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB8.png 783w, https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB8-300x187.png 300w, https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB8-768x478.png 768w\" sizes=\"(max-width: 552px) 100vw, 552px\" \/><\/figure>\n\n\n\n<p>9. Click Next.<\/p>\n\n\n\n<p>10. In the next screen, there would be an option to save prediction result in an existing field. In Our use case, we could think of using the &#8220;Escalated&#8221; field &#8211; which denotes whether the case is escalated or not. However we want to predict whether it would escalate or not; rather than suggesting whether the case is escalated. So we will go with &#8220;<strong><span class=\"has-inline-color has-bright-blue-color\">No Field<\/span><\/strong>&#8221; Option.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized is-style-default img-border\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB9.png\" alt=\"\" class=\"wp-image-816\" width=\"552\" height=\"293\" srcset=\"https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB9.png 926w, https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB9-300x160.png 300w, https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB9-768x409.png 768w\" sizes=\"(max-width: 552px) 100vw, 552px\" \/><\/figure>\n\n\n\n<p>11. Click <strong><span class=\"has-inline-color has-bright-blue-color\">Next<\/span><\/strong>.<\/p>\n\n\n\n<p>12. We now have to give some examples of <strong><span class=\"has-inline-color has-bright-blue-color\">Yes <\/span><\/strong>and <strong><span class=\"has-inline-color has-bright-blue-color\">No <\/span><\/strong>Scenarios. In this use case, Yes Scenario would be where the case is now closed but was escalated.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized is-style-default img-border\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB10.png\" alt=\"\" class=\"wp-image-819\" width=\"552\" height=\"286\" srcset=\"https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB10.png 927w, https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB10-300x156.png 300w, https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB10-768x399.png 768w\" sizes=\"(max-width: 552px) 100vw, 552px\" \/><\/figure>\n\n\n\n<p>13. No Scenario would be where the case is now closed and was not escalated.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized is-style-default img-border\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB11.png\" alt=\"\" class=\"wp-image-820\" width=\"552\" height=\"295\" srcset=\"https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB11.png 910w, https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB11-300x160.png 300w\" sizes=\"(max-width: 552px) 100vw, 552px\" \/><\/figure>\n\n\n\n<p>14. We now do a quick data check to ensure that we have enough records.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized is-style-default img-border\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB12.png\" alt=\"\" class=\"wp-image-821\" width=\"470\" height=\"398\"\/><\/figure>\n\n\n\n<p>15. Click &#8220;<strong><span class=\"has-inline-color has-bright-blue-color\">Next<\/span><\/strong>&#8220;<\/p>\n\n\n\n<p>16. Einstein Prediction Builder Wizard now asks for the Fields we would like to include for Prediction. You can select all or choose the ones you want to select. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized is-style-default img-border\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB13.png\" alt=\"\" class=\"wp-image-822\" width=\"552\" height=\"248\" srcset=\"https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB13.png 931w, https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB13-300x135.png 300w, https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB13-768x346.png 768w\" sizes=\"(max-width: 552px) 100vw, 552px\" \/><\/figure>\n\n\n\n<p>17. We now define the Custom Field where we would like to save the Prediction Result. Lets call this field &#8220;<strong><span class=\"has-inline-color has-bright-blue-color\">Escalation Possibility<\/span><\/strong>&#8220;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized is-style-default img-border\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB14.png\" alt=\"\" class=\"wp-image-823\" width=\"552\" height=\"177\" srcset=\"https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB14-300x97.png 300w, https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB14-768x248.png 768w\" sizes=\"(max-width: 552px) 100vw, 552px\" \/><\/figure>\n\n\n\n<p>18. Finally we reach the last step and which summarizes our selections.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized is-style-default img-border\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB15-1024x440.png\" alt=\"\" class=\"wp-image-824\" width=\"552\" height=\"236\" srcset=\"https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB15-1024x440.png 1024w, https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB15-300x129.png 300w, https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB15-768x330.png 768w, https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB15-1200x516.png 1200w, https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/10\/EPB15.png 1423w\" sizes=\"(max-width: 552px) 100vw, 552px\" \/><\/figure>\n\n\n\n<p>19. Click on &#8220;<strong><span class=\"has-inline-color has-bright-blue-color\">Build Prediction<\/span><\/strong>&#8221; and you are all set. It can take some time for Einstein to complete the Prediction.<\/p>\n\n\n\n<figure class=\"wp-block-gallery columns-1 is-cropped is-style-default img-border wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex\"><ul class=\"blocks-gallery-grid\"><li class=\"blocks-gallery-item\"><figure><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"476\" src=\"https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/11\/EPB16-1024x476.png\" alt=\"\" data-id=\"833\" data-full-url=\"https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/11\/EPB16.png\" data-link=\"https:\/\/puneetkhosla.com\/?attachment_id=833\" class=\"wp-image-833\" srcset=\"https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/11\/EPB16-1024x476.png 1024w, https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/11\/EPB16-300x139.png 300w, https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/11\/EPB16-768x357.png 768w, https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/11\/EPB16-1200x558.png 1200w, https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/11\/EPB16.png 1440w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/li><\/ul><\/figure>\n\n\n\n<p>20. Clicking on &#8220;<span class=\"has-inline-color has-bright-blue-color\"><strong>Done<\/strong><\/span>&#8221; will bring you back to the main Einstein Prediction Builder Screen. We will have to wait once Prediction is enabled.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized is-style-default img-border\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/11\/EPB17-1024x90.png\" alt=\"\" class=\"wp-image-835\" width=\"550\" height=\"48\" srcset=\"https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/11\/EPB17-1024x90.png 1024w, https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/11\/EPB17-300x26.png 300w, https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/11\/EPB17-768x67.png 768w, https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/11\/EPB17-1200x105.png 1200w, https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/11\/EPB17.png 1314w\" sizes=\"(max-width: 550px) 100vw, 550px\" \/><\/figure>\n\n\n\n<p>21. Once the Prediction is &#8220;<strong><span class=\"has-inline-color has-bright-blue-color\">Ready for Review<\/span><\/strong>&#8220;, you can &#8220;<strong><span class=\"has-inline-color has-bright-blue-color\">Enable<\/span><\/strong>&#8221; the prediction. It is advised to check the scorecard before enabling. We will talk about Scorecard \/ Optimizing the prediction in further blogs.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized is-style-default img-border\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/11\/EPB18.png\" alt=\"\" class=\"wp-image-839\" width=\"617\" height=\"144\" srcset=\"https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/11\/EPB18.png 809w, https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/11\/EPB18-300x70.png 300w, https:\/\/puneetkhosla.com\/wp-content\/uploads\/2020\/11\/EPB18-768x180.png 768w\" sizes=\"(max-width: 617px) 100vw, 617px\" \/><\/figure>\n\n\n\n<p>22. Once Enabled, the status changes &#8220;<strong><span class=\"has-inline-color has-bright-blue-color\">Enabled<\/span><\/strong>&#8221; and you can now add the prediction field in Page layouts, Listviews, etc. It can take sometime for the results to appear on the record.<\/p>\n\n\n\n<p>In the upcoming blogs, we will configure a probability (numeric) prediction and walk through on ways to optimize the prediction score.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Now is the time to build the prediction using Einstein Prediction Builder. In case you want to read about Einstein Prediction Builder, please read my previous blogs in the series Introduction &#8211; Part 1 How to Enable Einstein Prediction Builder in the org &#8211; Part 2 1. Click on the New Prediction Button on the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[7],"tags":[14,11,13,18,16],"class_list":["post-805","post","type-post","status-publish","format-standard","hentry","category-einstein","tag-ai","tag-einstein","tag-einstein-discovery","tag-einstein-prediction-builder","tag-salesforce"],"_links":{"self":[{"href":"https:\/\/puneetkhosla.com\/index.php?rest_route=\/wp\/v2\/posts\/805","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/puneetkhosla.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/puneetkhosla.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/puneetkhosla.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/puneetkhosla.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=805"}],"version-history":[{"count":17,"href":"https:\/\/puneetkhosla.com\/index.php?rest_route=\/wp\/v2\/posts\/805\/revisions"}],"predecessor-version":[{"id":842,"href":"https:\/\/puneetkhosla.com\/index.php?rest_route=\/wp\/v2\/posts\/805\/revisions\/842"}],"wp:attachment":[{"href":"https:\/\/puneetkhosla.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=805"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/puneetkhosla.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=805"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/puneetkhosla.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=805"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}