Einstein discovery stories
give you insights into data stored in
an analytics data set.
A story can show you what happened and
why it happened.
It can predict what can happen and
it can recommend ways to improve
your predicted outcomes.
To get started, open the drop
down on an analytics data set and
select Create Story.
You can also launch the Create Story
command from the Create menu or
when you view a lens.
In the wizard, first tell Einstein
Discovery the outcome you want to explore.
For example, you can set a goal for
a key performance
indicator such as maximize sales margin or
minimize customer churn.
In this example, let's maximize
the customer lifetime value or CLV.
Your selection lets Einstein
know how to analyze the data.
Next, rename the story to
make it more descriptive.
You can keep the story in the private app,
or save it in another app to share.
Click Story Type.
Select the type of story.
Insights Only stories produce
what happened insights.
Insights &amp; Predictions stories,
add insights for
what could happen, why it happened,
and what is the difference.
Select Insights &amp; Predictions.
Click Setup Options.
You can let Einstein select the best
data to analyzing your data set or
you can select and
configure columns manually.
For now, accept automated and
click Create Story.
Analysis can take a few minutes
while Einstein crunches the numbers,
and looks for patterns.
Then, you see a list of story insights
that show you how you can maximize CLV.
You can see your stories outcome and goal.
And here's the first insight in the list
of insights that Einstein generates for
your story.
Scroll down to see more insights.
This is the toolbar
where you manage your story.
And here's the insight navigation bar,
where you select the insight types to see.
This search bar lets you filter
the insights list by category.
After you create a story, you can
change settings to improve the results.
On the story tool bar, click Settings.
The Story Settings screen shows
you the details of your story.
On the left is a list of fields that
you can select to include in your store.
Pick a field in the list.
The right panel shows alerts and settings.
Alerts reveal possible improvements
that aren't sign found for this field.
Select Remove outliers.
Click Settings for
more configuration options.
Next, let's exclude the Account ID
field from the analysis.
This field is an arbitrary identifier
that does not influence CLV.
So removing it here speeds up story
creation and gives you clear insights.
In the field list,
clear the check mark next to Account ID.
Click Create Story.
Einstein creates a new story
based on the revised settings.
So now the first insight
shows a higher percentage.
You can try other ways to improve your
story to get better insights that lead to
better decisions.
To learn more,
check out these resources or
join us on the trail at
trailblazer.salesforce.com
