How Einstein Copilot works Part 2

We have learned about Einstein copilot actions in How Einstein Copilot Works part 1 – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com). The functionality of launching actions during conversations with an end user is facilitated by Einstein Copilot’s reasoning engine, otherwise called ‘planner service’. This engine orchestrates the execution of user requests through a…

How Einstein Copilot Works part 1

We have covered an overview of Einstein Copilot in Overview of Einstein Copilot – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com). This article explains how Einstein Copilot works. Einstein Copilot has three basic components: the copilot, actions, and the reasoning engine. Copilot  Einstein Copilot is an innovative conversational AI assistant seamlessly integrated into the…

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…

OVERVIEW OF EINSTEIN DISCOVERY PART 2

Einstein Discovery enhances business intelligence by leveraging statistical modeling and machine learning to uncover, highlight, and present insights derived from your business data. This article is the second part of Overview of Einstein Discovery Part 1 – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com) which covers the steps of deciding the target outcome, preparing…

Overview of Einstein Discovery Part 1

Einstein Discovery by Salesforce is a powerful tool that integrates statistical modeling and supervised machine learning into your business intelligence processes. This platform offers a user-friendly, no-code-required environment for rapid iteration and analysis. This blog presents an overview of Einstein Discovery. Here’s how it works: Einstein Discovery, part of Salesforce, empowers businesses by: When implementing…

SCHEDULE TRIGGERED FLOW TO SEND NOTIFICATION PART 2

This article is the second part of Schedule triggered flow to send notification to loan officers two days prior to the closing date of any loans owned by them. In Schedule triggered flow to send notification Part 1 – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com), we have created a custom notification which can…

Schedule triggered flow to send notification Part 1

In this article we are discussing about a Salesforce Flow use case which is designed to streamline and enhance your loan management process.  In this scenario, we’re focusing on optimizing communication by means of Schedule triggered flow to send notification to loan officers. Specifically, our goal is to send a notification two days before the…