AIRecordInsight

Represents an Einstein prediction insight. This object is available in API version 47.0 and later.

An Einstein insight is created every time an Einstein feature, such as Prediction Builder or Reply Recommendations, makes a prediction. An insight is represented by a root AIRecordInsight and the following child objects: AIInsightAction, AIInsightFeedback, AIInsightReason, and AIInsightValue.

AIRecordInsight contains information on the Einstein prediction, the AI prediction field where results were written to, and other details such as the type of prediction.

Supported Calls

delete(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), undelete()

Special Access Rules

Prediction insight objects are only available in orgs that have Einstein features, such as Prediction Builder or Case Classification, enabled.

Fields

Field	Details
AiApplicationId	Type reference Properties Filter, Group, Sort Description The unique ID of the AiApplication that generated this prediction. This is a relationship field. Relationship Name AiApplication Relationship Type Lookup Refers To AIApplication
Confidence	Type double Properties Filter, Nillable, Sort Description Relative confidence strength of the generated prediction insight, from 0.0 to 1.0. Higher values (near 1.0) indicate stronger confidence.
MlPredictionDefinitionId	Type reference Properties Filter, Group, Nillable, Sort Description The unique ID of the associated MLPredictionDefinition.
Name	Type string Properties Autonumber, Defaulted on create, Filter, idLookup, Sort Description The name of the AIRecordInsight.
PredictionField	Type string Properties Filter, Group, Nillable, Sort Description The label of the field that Einstein is making predictions for, such as “Case.IsEscalated”.
RunGuid	Type string Properties Filter, Group, Sort Description A unique identifier for the Einstein process that made the prediction.
RunStartTime	Type dateTime Properties Filter, Nillable, Sort Description The date and time the Einstein prediction process was started.
Status	Type picklist Properties Filter, Group, Nillable, Restricted picklist, Sort Description The status of this insight. Possible values are: `Defunct`—The insight has been consumed by the Einstein feature that owns the prediction. For example, Case Classification marks an insight as defunct if a predicted recommendation was presented to a user and the user either accepted or ignored the recommendation. This behavior ensures that the same recommendation isn’t presented multiple times to the user. `New`—The insight hasn’t been consumed by the Einstein feature.
TargetField	Type picklist Properties Filter, Group, Nillable, Restricted picklist, Sort Description The field to which prediction results are written. Case Classification doesn’t use this field.
TargetId	Type reference Properties Filter, Group, Sort Description The unique ID of the record Einstein is making predictions for. This is a relationship field. Relationship Name Target Relationship Type Lookup Refers To Account, Accreditation, ActivationTarget, Address, AlternativePaymentMethod, ApiAnomalyEventStore, AssessmentIndicatorDefinition, AssessmentTask, AssessmentTaskContentDocument, AssessmentTaskDefinition, AssessmentTaskIndDefinition, AssessmentTaskOrder, Asset, AssetRelationship, AssignedResource, AssociatedLocation, AuthorizationForm, AuthorizationFormConsent, AuthorizationFormDataUse, AuthorizationFormText, Award, BoardCertification, BusinessLicense, BusinessMilestone, BusinessProfile, Campaign, CampaignMember, CardPaymentMethod, CareBarrier, CareBarrierDeterminant, CareBarrierType, CareDeterminant, CareDeterminantType, CareDiagnosis, CareInterventionType, CareMetricTarget, CareObservation, CareObservationComponent, CarePgmProvHealthcareProvider, CarePreauth, CarePreauthItem, CareProgram, CareProgramCampaign, CareProgramEligibilityRule, CareProgramEnrollee, CareProgramEnrolleeProduct, CareProgramEnrollmentCard, CareProgramGoal, CareProgramProduct, CareProgramProvider, CareProgramTeamMember, CareProviderAdverseAction, CareProviderFacilitySpecialty, CareProviderSearchableField, CareRegisteredDevice, CareRequest, CareRequestDrug, CareRequestExtension, CareRequestItem, CareSpecialty, CareSpecialtyTaxonomy, CareTaxonomy, Case, CodeSet, CodeSetBundle, CommSubscription, CommSubscriptionChannelType, CommSubscriptionConsent, CommSubscriptionTiming, ConsumptionRate, ConsumptionSchedule, Contact, ContactEncounter, ContactEncounterParticipant, ContactPointAddress, ContactPointConsent, ContactPointEmail, ContactPointPhone, ContactPointTypeConsent, ContactRequest, ContentVersion, Contract, CoverageBenefit, CoverageBenefitItem, CredentialStuffingEventStore, CreditMemo, CreditMemoLine, DataUseLegalBasis, DataUsePurpose, DelegatedAccount, DigitalWallet, DocumentChecklistItem, DuplicateRecordItem, DuplicateRecordSet, EmailMessage, EngagementChannelType, EnrollmentEligibilityCriteria, Event, HealthCareDiagnosis, HealthCareProcedure, HealthcareFacility, HealthcareFacilityNetwork, HealthcarePayerNetwork, HealthcarePractitionerFacility, HealthcareProvider, HealthcareProviderNpi, HealthcareProviderSpecialty, HealthcareProviderTaxonomy, Idea, Identifier, IdentityDocument, Image, Individual, IndividualApplication, Invoice, InvoiceLine, Lead, Location, LocationTrustMeasure, MemberPlan, MessagingEndUser, OperatingHours, Opportunity, OpportunityContactRole, OpportunityLineItem, Order, OrderItem, OtherComponentTask, PartyConsent, Payment, PaymentAuthAdjustment, PaymentAuthorization, PaymentGateway, PaymentGroup, PaymentLineInvoice, PersonEducation, PersonLanguage, PersonLifeEvent, PersonName, PlanBenefit, PlanBenefitItem, Pricebook2, PricebookEntry, ProcessException, Product2, ProductConsumptionSchedule, ProductFulfillmentLocation, ProductItem, ProductItemTransaction, ProductRequest, ProductRequestLineItem, ProductRequired, ProductTransfer, ProfileSkill, ProfileSkillEndorsement, ProfileSkillUser, PurchaserPlan, PurchaserPlanAssn, QuickText, ReceivedDocument, Recommendation, Refund, RefundLinePayment, ReportAnomalyEventStore, ResourceAbsence, ResourcePreference, ReturnOrder, ReturnOrderItemAdjustment, ReturnOrderItemTax, ReturnOrderLineItem, ServiceAppointment, ServiceResource, ServiceResourceSkill, ServiceTerritory, ServiceTerritoryMember, ServiceTerritoryWorkType, SessionHijackingEventStore, SharingRecordCollection, Shift, Shipment, ShipmentItem, SkillRequirement, SocialPersona, SocialPost, Solution, Task, TimeSlot, UnitOfMeasure, UserProvisioningRequest, VideoCall, Visit, VisitedParty, Visitor, VoiceCall, VolunteerProject, WorkBadge, WorkBadgeDefinition, WorkOrder, WorkOrderLineItem, WorkThanks, WorkType, WorkTypeGroup, WorkTypeGroupMember
TargetSobjectType	Type picklist Properties Filter, Group, Restricted picklist, Sort Description The type of the target object, such as Account or Case.
Type	Type picklist Properties Filter, Group, Restricted picklist, Sort Description The type of insight. Possible values are: `Action`—An insight that indicates a suggested action, such as sending an email. `Lookup`—An insight that indicates a related value not directly related to the target object and field. `MultiValue`—An insight with multiple values, such as a multi-class classification. `SimilarRecord`—An insight that indicates similar or duplicate records. `SingleValue`—A single value insight, such as a regression number or a score.
ValidUntil	Type dateTime Properties Filter, Nillable, Sort Description The day and time this insight is valid until. After this day and time, the insight might no longer be valid due to new prediction results from new or changed data. If this field is `null`, this insight never expires.

Usage

When an Einstein feature makes a prediction and saves the results, the following events happen in a single atomic operation:

An AIRecordInsight record is created and populated with information about the prediction insight. AIInsightAction, AIInsightReason, and AIInsightValue records are also created and made children of the AIRecordInsight record.
If the Einstein feature uses AI prediction fields, prediction result values are written to the target AI prediction field.
An AIPredictionEvent platform event is created, and any subscriber to AIPredictionEvent is notified.

When Einstein writes prediction results back to AI prediction fields, record save custom logic, such as Apex triggers, workflow rules, and assignment rules, aren’t run. To add custom logic based on Einstein prediction results, use a platform event subscriber, such as Process Builder, to get notifications for AIPredictionEvents that contain references to Einstein insight objects.

Custom fields can’t be added to Einstein insight objects.

Einstein insights contain information about target fields and predicted value. Be aware that your org may have created Einstein predictions that are associated with target fields with field-level security restrictions. Use data access features of Salesforce, such as user profiles and permission sets, if you need to control how users access Einstein insights records.

Considerations for Case Classification

To generate reports about how well Einstein Case Classification predictions are working, use the root AIRecordInsight object and its child objects, AIInsightFeedback and AIInsightValue. For example, you can determine how many cases received predictions or how often agents accepted or rejected them.

To determine how many cases received recommendations, the AIRecordInsight table identifies the case and contains a row for each field and each recommendation. In AIRecordInsight, the TargetId field contains the case ID. The PredictionField indicates which case field is being predicted. Each field value recommendation is contained in a separate AIInsightValue object with AIRecordInsight as the parent. For a picklist field, Einstein creates AIInsightValue objects with up to 10 field value recommendations. However, just the top three predictions appear to agents in the Einstein Field Recommendations component.
To learn whether agents acted on any of the top three predictions, use the AIInsightFeedback object. When an agent updates fields after viewing Einstein’s recommendations, or when Einstein applies a recommendation automatically, the object’s AiInsightFeedbackType field contains Explicit. If the agent updates fields without viewing the predictions, such as on the case details tab, AiInsightFeedbackType is set to Implicit. When the agent applies the recommended value, the object’s AiFeedback field is set to Positive; if the agent applies a different value, AiFeedback is Negative.

Object Reference for Salesforce and Lightning Platform