Unlocking Business Potential with Einstein Prediction Builder

Imagine the transformative business outcomes enabled by Einstein Prediction Builder. Let’s explore this through a hypothetical scenario:

Meet Mr. Claus and the Growth of North Claus

Mr. Claus is the proud owner of ‘North Claus,’ a family business that has steadily expanded into an international enterprise, now operating across 10 countries. As the company grew, so did the complexities of navigating new markets. Recognizing the need for smarter decision-making, Mr. Claus turned to Business Intelligence (BI) to stay ahead of market trends.

BI involves analyzing data to uncover insights and predict market shifts. It aligns with Jack Ma’s famous advice: “Adopt and change before any major trends and changes.” Inspired to modernize his operations, particularly during the uncertainty of Covid-19, Mr. Claus decided to adopt predictive analytics to future-proof his business.

The Challenges of Building Business Intelligence

For businesses today, data is everywhere—spanning sales records, customer interactions, and website activity. BI transforms this raw data into actionable insights, empowering companies to:

• Forecast trends and opportunities.
• Improve customer experiences.
• Drive operational efficiency.

However, as Mr. Claus learned, building robust BI capabilities isn’t without challenges:

• Data integration: Bringing together insights from disparate systems.
• Audience alignment: Delivering the right insights to the right users.
• Timely action: Turning insights into decisions at the moment they matter.

When attempts to develop BI internally fell short, Mr. Claus discovered the potential of Salesforce Einstein Prediction Builder (EPB) to simplify and supercharge his analytics efforts.

What is Einstein Prediction Builder?

Einstein Prediction Builder (EPB) is a powerful no-code tool that enables businesses to predict future outcomes using historical Salesforce data. Designed to work seamlessly with custom and standard Salesforce objects, EPB helps businesses anticipate trends and optimize their operations.

Key Capabilities:

• Ease of Use: EPB doesn’t require coding or machine learning expertise.
• Predictive Insights: Create predictions for demand, sales timelines, customer preferences, and more.
• Data Integration: Works with both standard and custom Salesforce objects, analyzing fields like checkboxes and formula fields.
• Trusted AI: Built-in bias detection ensures predictions are accurate and fair.

Prerequisites for Using EPB:

• Objects need at least 400 records for accurate predictions.
• Predictions must be built on checkbox or formula fields.

How to Create Einstein Predictions

Getting started with EPB is simple:

1. Navigate to Setup: Access Einstein Prediction Builder through the Salesforce Setup menu.
2. Guided Setup: EPB’s step-by-step interface helps users select the right data and configure predictions effortlessly.
3. Manage Predictions: Enable, disable, or clone predictions based on business needs.

Features and Business Applications

Einstein Prediction Builder integrates seamlessly with Salesforce Lightning to deliver actionable insights directly on record pages. Businesses can leverage these predictions to:

• Identify high-value sales opportunities.
• Mitigate risks like payment delays.
• Optimize marketing campaigns by predicting customer preferences.

Predictions can also be packaged for deployment across multiple orgs and integrated with platforms like Tableau for advanced visualization.

Real-World Impact: North Claus’ BI Transformation

Using EPB, Mr. Claus introduced predictive analytics to his business, helping North Claus:

• Forecast product demand during peak seasons.
• Identify customer preferences for personalized marketing.
• Predict and prevent sales delays, ensuring smooth operations.

With actionable insights and real-time predictions, Mr. Claus revolutionized his decision-making process, positioning North Claus for sustained growth and success.

Why Choose Einstein Prediction Builder?

Salesforce’s BI capabilities, including Einstein Prediction Builder and Tableau, are recognized as industry leaders, earning top rankings in the Gartner Magic Quadrant. EPB’s ease of use and versatility empower businesses to harness predictive analytics without requiring technical expertise.

Features That Set EPB Apart:

1. Trusted AI: Minimizes bias and enhances reliability.
2. Data Checker: Assesses data completeness and quality for better predictions.
3. Guided Setup: Simplifies configuration to ensure success.

Einstein Prediction Builder empowers businesses to unlock new growth opportunities by transforming raw data into predictive insights. Whether you’re optimizing workflows, forecasting demand, or enhancing customer interactions, EPB is a game-changer for intelligent decision-making.

How will you leverage Einstein Prediction Builder to drive your business forward?