Understanding how to leverage AI model predictions in Salesforce Flow can significantly boost your organization’s decision-making and automation. Salesforce Data Cloud AI models offer predictive insights that can be integrated into your workflows. Here’s a breakdown of five key areas to know:
1. Preparing Your Data:
– Ensure data quality and relevance.
– Use Data Prep in Tableau CRM to shape and clean your data.
– Create datasets that AI models can use effectively.
2. Building and Training AI Models:
– Utilize Einstein Discovery to create models tailored to your use case.
– Train models with your datasets to recognize patterns and make predictions.
– Evaluate model accuracy and adjust parameters as needed.
3. Accessing AI Predictions in Flow:
– Employ the new Data Cloud AI Model Predictions action in Flow Builder.
– This allows you to run predictions in real-time within your automated processes.
– The action inputs data from your records and outputs prediction results.
4. Using Predictions to Drive Actions:
– Implement decision elements in Flow based on prediction outcomes.
– Automate processes like lead scoring, case routing, or personalized marketing.
– Enhance user actions by providing predictive insights at key decision points.
5. Monitoring and Iterating:
– Regularly monitor the performance of your AI models within your workflows.
– Iterate and retrain models with new data to improve accuracy.
– Continuously refine Flows to optimize the use of predictive insights.
By integrating AI model predictions into Salesforce Flow, you harness the power of machine learning to make smarter, data-driven decisions that propel your business forward. Stay ahead of the curve by mastering these areas and elevating your Salesforce game.
You can read it here: https://sfdc.blog/wXCtA
Source from developer(dot)salesforce(dot)com