Einstein Analytic Note: Prediction

Answer 4 questions:

What happened? --> Descriptive
Why it happened? --> Diagnostic
What will happen? --> Predictive
What to do about it? --> Prescriptive

Einstein Discovery works on:

Numeric outcomes (revenue)
True/False - Yes/No question

Einstein Discovery Lifecycle:

Idea/ KPI value
Define the problem
Create story with Dataset of historical information
Iterate/ Review analysis and model metrics/ take recommendation
Deploy and Predict
Review story and enable prediction
Monitor and maintain in Production

Comments

The flow failed to access the value because it hasn't been set or assigned error

I'm sure that many Salesforce admin already encountered the this Process builder error when building automation referencing a field on a related record (aka lookup field): ' The flow failed to access the value because it hasn't been set or assigned ' and came across this Salesforce document . However, it does not help in case of referencing a User lookup field. ------------------------------- Use case: when a lead's ownership is transferred to another user, respective fields are updated based on their profile. Error element myDecision (FlowDecision). The flow failed to access the value for myVariable_current.Owner:User.ProfileId because it hasn't been set or assigned. --------------------------- Workaround: Have a condition to check if the record is assigned to a user or a queue before checking their profile id for respective actions. Records owned by user: BEGINS([Lead].OwnerId, "005") Records owned by queue: BEGINS([Lead].Owne...

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Renewable vs Evergreen Subscription type

Renewal: Renewable products transfer to renewal quotes. Standard renewable contracts have end dates, terms, and an option to renew. Evergreen: don't have any end dates and, therefore, don't need to be renewed. This supports an open-ended term of service that allows for customers or providers to cancel or terminate the subscription at any point. Evergreen and Renewable products can’t coexist in a bundle. Guidelines for Evergreen Subscriptions: https://help.salesforce.com/s/articleView?id=sf.cpq_evergreen_limitations.htm&type=5 Quote and Manage Evergreen Subscriptions: https://help.salesforce.com/s/articleView?id=sf.cpq_evergreen_use.htm&type=5

My Salesforce notes

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