Sensai Customer Journey
Login
You will receive a Welcome email with login instructions.
Click on URL - https://sensai.cloudapps.com
Enter username and temporary password and press the Login button
On your first login, you will be prompted to change your temporary password. Change and press Submit button.
You will then be presented with the Sensai Home Page
Upload Closed Opportunity File
We need to load some Closed Opportunity information to train our deep learning model.
For this training example, you can use the following file - later we will be using your own files or integrating directly with your instance of salesforce.
Download the SF1_Closed_Opportunities.csv file from here https://drive.google.com/file/d/1NiLNeJNsdV04-KL9fPDx2hV_KNcTTM_t/view?usp=sharing
Press the Options button
in the top left of the Navigation Bar and select Files
Press the Upload File button
Choose SF1_Closed _Opportunities.csv and press the Upload button
It may take a few seconds to upload the file and for it to appear in the list
Your file is now loaded
Prepare
Create Schema
At this point, we will define a Schema with only one Entity, Opportunity.
Press the Options button in the top left of the Navigation Bar and select Schemas
Press the 'Create Schema' button
Give the Schema a name - e.g. SF1 Opportunity
Under the 'Source' field, use the picklist and select 'Other'
Press the 'Add Primary Entity' button
Add the Primary Entity information - in this case the Opportunity then press Add Entity button
Press the Next button.
There are no relationships to add at this point so please just press the Create button
You have now created the Schema
Create Dataset
Press the Options button in the top left of the Navigation Bar and select Datasets
Press the 'Create Dataset' button
Give the Dataset a name and then select the Schema you made earlier
Choose your uploaded file by typing in 'SF1_Closed_Opportunities.csv' then select the file from the picklist.
Press the Create button
Your Dataset is now created
Train Model
Press the Options button in the top left of the Navigation Bar and select Models
Press the Create Model button
Give the Model a name and choose your 'Architecture Type'. In this example, we are using a Binary Classification
Then select your Dataset
Select the Target of ISWON
Then select the Opportunity fields you would like to include in the Model - suggest the 11 fields shown in the screenshot
Then press the 'Create' button
You may need to refresh the page for the new Model to appear in the list
Once the Status changes to CREATED, press the dropdown button for the Model you have just created and select 'Train Model'
The deep learning model will be created - this should take about 5 mins but may vary depending on the volume of data and number of fields selected
Predict Open Opportunities & Download
Click on the Options button in the top left of the Navigation Bar
Select 'Files'
Import the SF1_Open_Opportunities.csv file - https://drive.google.com/file/d/1CCMxeHfIrnv-lcla91byP8_J46xX1NMx/view?usp=sharing
Create a new Dataset “SF1_Open_Opportunities” from the SF1_Open_Opportunities.csv using the SF1 Opportunity Schema.
Press the Options button in the top left of the Navigation Bar and select Predictions
Select the Request Predictions button
Give the Request a name, choose your Model & Dataset and press the 'Request' button.
This may take a few minutes to create and appear in the list - if it does not appear after a few minutes you may need to refresh the page to see the completed list.
Once completed drill into the Prediction and you will be presented with buttons to Download Prediction and Download Contributions. You will also see 2 charts, the first is a ranked list of the importance of Features and the second is a ranked list of values inside these Features.
Click on the 'Download Prediction' from the dropdown menu button.
This will download the file in a csv format with 3 columns - ID, PROBABILITY and PREDICTION. This can then be imported into either your CRM system or into a BI tool of your choice.