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Salesforce Einstein Prediction Builder
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Feb 25, 2025
Salesforce Einstein Prediction Builder enables you to create predictions for your records. Blog Post: https://www.infallibletechie.com/2025/02/salesforce-einstein-prediction-builder.html
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0:05
hello everyone in this video we are
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going to see Salesforce Einstein
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prediction
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Builder using Salesforce Einstein
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prediction Builder we can
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predict numeric or binary prediction on
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Salesforce
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records if you use numeric prediction
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then it will try to find a
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value based on the numeric field
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whatever we are
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selecting for example opportunity deal
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value whenever we create opportunity we
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add multiple products we will get uh the
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amount we also have additional uh fields
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on the opportunity like uh uh actual
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opportunity amount and the standard uh
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amount field if you want to to predict
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what will be the deal value then we can
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make use of numeric prediction if we
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wanted to have yes or no prediction like
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a binary prediction then we have to make
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use of binary prediction when we create
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the uh uh prediction in the prediction
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Builder the steps
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are mentioned here we have to go to the
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Salesforce setup we have to go to
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Einstein predict prediction Builder and
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and then we have to create a click the
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new prediction and then we have to uh
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complete all the steps in this Einstein
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prediction Builder wizard we have to
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give the name and type we have to select
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the object we have to uh give the
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segment here segment means the records
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whether you wanted to share all the
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records or you wanted to share only
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specific set of Records to build the
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model next we have to give sample uh
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input records you can define a um
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condition so that it will give only
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those set of records as an input and
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then we will get a score field here uh
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you have to uh give a name so that
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Salesforce will create a field for us so
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for example here I have created a
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prediction numeric prediction on
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opportunity object for the amount I
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wanted to predict what will be the
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outcome of this opportunity once it is
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closed how much money we will be able to
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make it out of that particular
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deal okay once it is
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done we have to build the model and uh
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in the Salesforce uh lightning record
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page we have to add Einstein predictions
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component once we add that it will show
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the prediction
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make sure to enable it and also click
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the view scorecard so that you will have
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an uh understanding of it so this is how
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it will look let's look at
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an opportunity record so this particular
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opportunity record is for uh the
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customer uh um and uh the account name
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is demo media and this is the
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opportunity I'm using it as opportunity
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score but but it is going to predict the
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opportunity amount it is
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$40,000 based on the previous deal
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closures information what we shared to
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create the prediction it has made use of
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those information and then it is
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predicting that this will be the
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value for the prediction these are all
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the top
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predictors and then it will also say
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when it was last updated when whenever
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we update the opportunity records it
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will re-evaluate once it is re-evaluated
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you will see the last re-evaluated date
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and
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time another
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opportunity it is the probability is
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75% we are expecting more than half a
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million but the prediction value is
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20,000 for this particular account
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record and uh other top prediction
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please check the video description in
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the video description I have given my
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blog post from the blog post you should
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be able to get the sample steps and high
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level information about Einstein
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prediction
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Builder so that you will have it for
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your reference
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I hope it was
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helpful thank you for watching
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