New Guide: Triggering Refreshes

Next Best Action works best when it can react to changes in your Salesforce environment and produce a fresh set of recommendations. While you can always refresh your recommendations with a full page refresh, there are some other techniques that users and developers can use to make the process more subtle, automatic and responsive.

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Next Best Action: Introduction Video Session

This introductory session of Next Best Action was given at Dreamforce ’18, and features several powerful integrations from Cogito, Conga, nCino, and IBM