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Get Smart with Salesforce Einstein

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  1. Salesforce Einstein Basics

    Get Started with Einstein
  2. Get Started with Einstein
    7 Topics
  3. Learn About Einstein Out-Of-The-Box Applications
    7 Topics
  4. Responsible Creation of Artificial Intelligence
    Use the Einstein Platform
    9 Topics
  5. Understand the Ethical Use of Technology
    8 Topics
  6. Learn the Basics of Artificial Intelligence
    5 Topics
  7. Recognize Bias in Artificial Intelligence
    6 Topics
  8. Einstein Bots Basics
    Remove Bias from Your Data and Algorithms
    6 Topics
  9. Learn About Einstein Bots
    6 Topics
  10. Plan Your Bot Content
    4 Topics
  11. Einstein Next Best Action
    Learn the Prerequisites and Enable Einstein Bots
    3 Topics
  12. Get Started with Einstein Next Best Action
    9 Topics
  13. Sales Cloud Einstein
    Understand How Einstein Next Best Action Works
    7 Topics
  14. Increase Sales Productivity
    5 Topics
  15. Automate Sales Activities
    5 Topics
  16. Target the Best Leads
    3 Topics
  17. Close More Deals
    6 Topics
  18. Connect with Your Customers and Create New Business
    4 Topics
  19. Sales Cloud Einstein Rollout Strategies
    Improve Sales Predictions
    4 Topics
  20. Use AI to Improve Sales
  21. Start with a Plan
  22. Set Goals and Priorities
  23. Get Ready for Einstein
  24. Quick Start: Einstein Prediction Builder
    Start Using Sales Cloud Einstein
  25. Sign Up for an Einstein Prediction Builder Trailhead Playground
  26. Create a Formula Field to Predict
  27. Enrich Your Prediction
  28. Build a Prediction
  29. Quick Start: Einstein Image Classification
    Create a List View for Your Predictions
  30. Get an Einstein Platform Services Account
  31. Get the Code
  32. Create a Remote Site
  33. Create the Apex Classes
  34. Einstein Intent API Basics
    Create the Visualforce Page
  35. Get Started with Einstein Language
  36. Set Up Your Environment
  37. Create the Dataset
  38. Train the Dataset and Create a Model
  39. Put Predictions into Action with Next Best Action
    Use the Model to Make a Prediction
  40. Learn the Basics and Set Up a Custom Playground
  41. Define and Build a Prediction
  42. Customize Your Contact and List Displays
  43. Create Recommendations for Einstein Next Best Action
  44. Create a Next Best Action Strategy
  45. Add Next Best Action to Your Contacts
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Like Einstein Prediction Builder, Einstein Discovery also predicts outcomes without requiring your own data scientist.

Let’s go back to the problem of customer attrition in the Prediction Builder example. Let’s say your consumer goods business has some analysts who work with different teams to optimize operations. And your business has troves of data housed in Salesforce with strict data requirements. There are important fields in your Salesforce instance that can help predict customer attrition. Your service reps, who are receiving predictions through the Lightning Service Console from Prediction Builder, start to realize that a few customers are at risk of attrition. Prediction Builder tells them some high-level reasons why, but the service reps want to get to the bottom of the problem.

With Einstein Discovery, anyone can get the full understanding of relevant patterns on all of the data in your company, whether encrypted or not, to make predictions on customer attrition. You can have full control of the data they’re putting into the predictive model and be able to dig deeper into the predictions and insights.

For example, Einstein Prediction Builder will show the service reps that a customer is likely to attrit because their last purchase was 3 months ago. Also, their store isn’t located in a region where your products are in high demand. With that insight, how does a service rep respond? Which insight is more important than the other? Einstein Discovery can answer that for you. What if it tells you that consumer demand in a certain retail location is more important? With that insight, your service teams can work with sales, marketing, and product teams to design products that meet the demand for that location, or boost marketing in those areas to increase awareness of the products.

Einstein Discovery