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Salesforce Campaign Members Prediction
with AWS Machine Learning
Overview : How to work with AWS Machine Learning
2
DM Campaign to
Top Customers
1
3
2
Trigger AWS ML
1. Add members from Contact
/ Lead records
2. Once members are added to the campaign, Apex
trigger passes each member’s attributes to AWS ML
to get predictions, who are likely to respond the
campaign and who are not
3. The predictions via AWS ML are shown here
Architecture
Trigger
DM Campaign to
Top Customers
Completed campaign records
store each campaign
member’s status such as
sent or responded.
csv file
Report
Create the ML model based on csv file stored in
SFDC. The ML model is a collection of patterns
that Amazon ML finds in your data during training
Campaign members are added
and then the trigger is called to
execute callout request to AWS
API Gateway to get the
predictions Feed those data to
Machine Learning for
prediction
Prepare Training Data for AWS Machine Learning
4
Campaign
Each campaign members
(Contact) has specific
attributes for ML such as
education, job category, and
so on
Once the campaign is completed, the
trigger converts campaign member’s
status (sent or responded) along with all
attributes on his contact/lead record into
AWS Training Datasources record. This
example generates three AWS Training
Datasource records because there are
three campaign members for this
campaign.
Same data
Target 1 : responded
Target 2 : sent
Contact
AWS Training Datasource
Upload Training Data source to S3
5
1. In order to feed training
datasource to AWS
Machine Learning, save all
records as csv file via
report function
csv file
2. Upload csv file to S3
backet
Set up AWS Machine Learning and API
6
1. Create ML Model from csv
file on S3 bucket
2. Review the ML Model’s
Predictive Performance
3. Create Lambda function to
call the ML model
4. Create Rest API to receive
parameters and pass them
to Lambda function in order
to get prediction based on
the ML Model
1
2
3
4
Call the API from Salesforce
7
Once campaign member is added
to a campaign, Apex calls the
prediction API with the member’s
attributes based on his contact
record.
Result
8
The API returns Yes or No
which the member is likely
to respond the invitation and
purchase products.
Salesforce X AWS Machine Learning

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Salesforce X AWS Machine Learning

  • 1. Salesforce Campaign Members Prediction with AWS Machine Learning
  • 2. Overview : How to work with AWS Machine Learning 2 DM Campaign to Top Customers 1 3 2 Trigger AWS ML 1. Add members from Contact / Lead records 2. Once members are added to the campaign, Apex trigger passes each member’s attributes to AWS ML to get predictions, who are likely to respond the campaign and who are not 3. The predictions via AWS ML are shown here
  • 3. Architecture Trigger DM Campaign to Top Customers Completed campaign records store each campaign member’s status such as sent or responded. csv file Report Create the ML model based on csv file stored in SFDC. The ML model is a collection of patterns that Amazon ML finds in your data during training Campaign members are added and then the trigger is called to execute callout request to AWS API Gateway to get the predictions Feed those data to Machine Learning for prediction
  • 4. Prepare Training Data for AWS Machine Learning 4 Campaign Each campaign members (Contact) has specific attributes for ML such as education, job category, and so on Once the campaign is completed, the trigger converts campaign member’s status (sent or responded) along with all attributes on his contact/lead record into AWS Training Datasources record. This example generates three AWS Training Datasource records because there are three campaign members for this campaign. Same data Target 1 : responded Target 2 : sent Contact AWS Training Datasource
  • 5. Upload Training Data source to S3 5 1. In order to feed training datasource to AWS Machine Learning, save all records as csv file via report function csv file 2. Upload csv file to S3 backet
  • 6. Set up AWS Machine Learning and API 6 1. Create ML Model from csv file on S3 bucket 2. Review the ML Model’s Predictive Performance 3. Create Lambda function to call the ML model 4. Create Rest API to receive parameters and pass them to Lambda function in order to get prediction based on the ML Model 1 2 3 4
  • 7. Call the API from Salesforce 7 Once campaign member is added to a campaign, Apex calls the prediction API with the member’s attributes based on his contact record.
  • 8. Result 8 The API returns Yes or No which the member is likely to respond the invitation and purchase products.