New Guide: Use NBA with Visualforce

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New Guide: Use NBA with Salesforce Connect

To use External Object/Salesforce Connect in a Strategy there are a couple of steps you need to follow.

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New Guide: Generating Response Reports in Next Best Action

You can do the following in NBA:

  1. Examine the Acceptance rates of propositions using standard Salesforce reporting tools
  2. Prevent Re-offers by leveraging the tracking of propositions exposed to a particular context target

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Deployment Options and Roadmap for Next Best Action

In Spring ’19, you can deploy Next Best Action strategy metadata by using SFDX or Workbench, but there’s no support for unamanaged and managed packages and change sets. These will be supported in Summer ’19

New Guide: Using $User and $Request in Strategies

In addition to $Record, which is described here, there are two other system variables that can be used in Next Best Action.

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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