If you haven’t already, check out these blogs for an Overview of the pilot and a detailed tutorial! How do I get access to this pilot feature? PILOT REQUIREMENT: General Requirements Reach out to your AE to get nominated for the pilot, we will turn on the pilot perm on your Sandbox and you are […]
Bonus: You also get to check out the brand new Sort collection processor element on Flow! This tutorial will help you create your first Recommendation Strategy on Flow! This is a pilot feature, so contact your Account Executive to get nominated for the pilot. Also if you haven’t already, check out this blog for an […]
With the Summer ‘21 Pilot we invite you to try out a brand new way to create Next Best Action Strategies using the Flow Builder that is packed with powerful platform features and many other cutting edge decisioning builder elements. Planned GA in Spring ‘22 (Safe Harbor applies) Talk to your AE to get nominated for […]
Check out these blogs for an Overview, Tutorial and More considerations for Pilot Here are a few FAQs you may have. I ‘ll start with the obvious one – Is Strategy Builder Going Away?? .. Is Strategy Builder going away? Why do we need 2 ways to build the same thing? Great Question! No, it […]
Best Practices (Strategic) Whiteboard! Whiteboard! Whiteboard! Spend time in determining What: are the use cases? Who: are the recommendations for- is it for the end customer or is it for the agent themselves? Why: do you want these recommendations? what are the target KPIs A few common target KPIs Agent productivity CSAT NPS Revenue Conversions […]
When using a Generate node to create dynamic recommendations, you need to ensure that the ID for the recommendation is passed because that is the primary key on which the node operates and further downstream reports are generated. A point to watch out for is that it is not straightforward to generate IDs dynamically and […]
Setup and Installation steps (View Part 1 for demo video and details on the building blocks) STEP 1: Install package Install the NBA Employee app package and follow along OR Clone repo from git: https://github.com/jnarayanan15/repo/tree/Employee_NextBestAction STEP 2: Setup the environment Make sure all custom fields on the User object are accessible and visible in the […]
Employee experience is the new HR superpower. Customer experience is no longer only for customers, with the Salesforce Platform you can not only seamlessly create amazing digital experiences for employees but also deliver them personalized and optimized. Especially in light of the new ‘work anywhere’ normal that fused home and work life, digital employee experience […]