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…

Explore data insights in Einstein Discovery

Data insights are discoveries derived from analyzing your data. With each model iteration, Einstein Discovery meticulously examines your data, unveiling valuable insights. These insights are rapid, unbiased, and statistically significant, presented through charts and detailed explanations for easy comprehension. They serve as a launchpad for exploring the connections between your model’s input variables and its…

Enhanced Transaction Security in Salesforce

Transaction Security is a feature in Salesforce that monitors events in real-time to detect potential issues based on predefined rules. It allows you to create policies that include events, notifications, and actions. An event is any occurrence in Salesforce, such as user clicks, changes to record states, or value measurements. Events are immutable and timestamped.…

How to create Prompts in Salesforce Lightning-Part 2

In How to create Prompts in Salesforce Lightning-Part 1 – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com), we learned how to create a floating prompt in Salesforce Lightning. In this article, we will discuss how to create a targeted prompt, docked prompt and walkthrough in Salesforce. Targeted Prompt Targeted prompts offer the same advantages…

How to create Prompts in Salesforce Lightning-Part 1

Salesforce provides two forms of in-app guidance: prompts and walkthroughs. These tools serve various purposes such as facilitating onboarding, encouraging feature adoption and discovery, and enabling deeper learning experiences. A prompt serves as a concise and focused window, guiding users’ attention to a specific feature, update, or call to action. Users observe the prompt, engage…

Custom Report types in Salesforce

Custom report types in Salesforce provide a structured framework within the report wizard, enabling users to create and tailor reports to their needs. By leveraging the relationships, whether master-detail or lookup, between objects, custom report types offer the following capabilities: Custom Report Types Click New Custom Report Type. When finished, use the Venn diagram to…

How to create a custom object in Salesforce from Spreadsheet

In Salesforce, we can utilize custom objects to effectively track and store data specific to your organization’s needs. If manual creation of a custom object and its fields isn’t your preference, you have the option to use a spreadsheet to add the object, define its fields, and input all record data seamlessly. You have two…

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 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…

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…