The Importance of Data and Strong Data Practices in Salesforce

In today’s digital landscape, data is the lifeblood of any business. Organizations that handle high-quality data and implement strong data practices always have a competitive edge, making informed decisions, enhancing efficiency, customer satisfaction and improving client retention. In this blog, let us explore the benefits of good data practices in Salesforce and key strategies to…

Overview of Salesforce Einstein Trust Layer

The Einstein Trust Layer is a secure AI architecture integrated into the Salesforce platform. It includes a set of features and guardrails designed to protect data privacy and security, improve AI result accuracy, and promote responsible AI use. This article presents an Overview of Salesforce Einstein Trust Layer. Key features include: Salesforce’s zero-data retention policy…

Data ingestion and Data Modeling in Salesforce Data cloud

In this article, let us have a brief overview of Data ingestion and Data Modeling in Salesforce Data cloud. In Salesforce Data Cloud, data is first ingested from the source and stored in a data lake object. Data is retrieved from the source using connectors, which establish communication between servers, allowing continuous data access. Data…

Prediction writeback fields in Salesforce

Prediction write back fields in Salesforce are custom fields that serve as containers for storing numerical predictions or scores generated by Einstein Discovery. They are exclusive to Einstein and can only be written to by the Einstein Discovery platform. Prediction writeback fields are typically used for two types of predictive tasks: We can use them…

Data insights in Einstein discovery-Part 2

We have explored descriptive insights of data in Einstein discovery in our previous article Explore data insights in Einstein Discovery – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com). In this article we will dive into diagnostic and comparative insights in Einstein discovery. Diagnostic insights Extracted from the model, diagnostic insights unveil the reasons behind…

Overview of User Engagement in Salesforce

User engagement is the process of onboarding, empowering, assisting, and educating users through in-app guidance. In this article we will discuss an overview of user engagement in Salesforce. Below shows ‘Guidance center’ which is an example for user engagement. There are four basic scenarios in user engagement. Types of user engagement How to decide which…

Overview of Einstein Copilot

Einstein Copilot harnesses the power of Salesforce CRM and the convenience of an AI assistant, integrating advanced natural language processing capabilities akin to those found in large language models such as ChatGPT. This article presents an overview of Einstein Copilot. Copilot responds to your natural language prompts for various business tasks, ranging from inquiries to…

How to Evaluate a model in Einstein Discovery

We have covered the overview of model performance in your previous articles on Einstein Discovery. In this blog, let us dive into learning How to Evaluate a model in Einstein Discovery. Models, Variables, and Observations For every observation, there will be a specific set of predictor variables as input , and a corresponding prediction as…

Customizing model in Einstein Discovery

In Create a model in Einstein Discovery Part 1 – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com) and CREATE A MODEL IN EINSTEIN DISCOVERY PART 2 – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com), we have covered how to create a model from a dataset in Einstein Discovery. In this article, we will…

CREATE A MODEL IN EINSTEIN DISCOVERY PART 2

We have discussed about how to create a model in Einstein Discovery in our previous article. As analysis and training progress, Einstein Discovery scrutinizes your data for quality concerns, including duplicate impact (known as the multicollinearity data alert), potential biases, frequent missing values, and various other data quality issues. Whenever a potential data quality problem…