Create a Next Best Action Employee App – Part 2

• Install the NBA Employee app package and follow along

OR

• Clone repo from git: https://github.com/jnarayanan15/repo/tree/Employee_NextBestAction

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STEP 2: Setup the environment

• Make sure all custom fields on the User object are accessible and visible in the page layouts
• Object Manager →User →Fields & Relationships
• Navigate to each of the fields below and follow the steps to Set Field Level Accessibility to Visible to all profiles
  • Navigate to each of the fields below and follow the steps to Set Field Level Accessibility to Visible to all profiles
    • Einstein HiPo Likelihood
    • Next Shift Start Date
    • Next Shift End Date
    • Is People Manager
    • Survey Taken

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STEP 3: Create Users of the app.

• User1
  • First name Bessie
  • Last Name Thomas
  • use your email for email and
  • give a username such as b.thomas@demo51.org
  • In additional information
    • Check Is People Manager
    • Add dates for Next Shift Start and Next Shift End Dates
    • Leave the Survey Taken column unchecked
• User2 (Important to use the same name as for the purpose of the demo , it is hard coded)
  • First name Rosa
  • Last Name Garcia
  • use your email for email and
  • give a username such as m.garcia@demo51.org
  • In additional information
    • Leave the Is people manager unchecked
    • Leave the Survey Taken column unchecked
    • Give a value >80% to simulate Einstein HiPo Likelihood
    • Add dates for Next Shift Start and Next Shift End Dates
• Make sure to remember the username and also change the password. (You should receive an email on the registered email)

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STEP 4: Assign permissions

• Go to users – permission set and enable both Goodmorning and Goodmorningsales permission for the user user(user user is the admin user for scratch orgs)
  • Permission set →Manage Assignments→ Add Assignments→ User, User (if scratch org or the relevant users) .
• Profiles→system admin→ change permissions to view object (Assuming both users are System Administrators. If not assign the following permission accordingly to the users created)
  • custom app setting →check bright team management

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STEP 5: Add Data to custom objects

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• Create the following records to the Recommendation object
• If you do not see any field visible on the recommendation object : Go to Recommendation object Manager→Page Layout→Manage Assignment →Edit Assignment and assign recommendation layout to all users.

	Name	Description	Action Reference	Acceptance Label		Rejection Label
1	Priority Message: Tax Day	Tax day is in 6 weeks! Get more detail.	Tax_Flow	Accept		Reject
2	Priority Message: Well Being Survey	Our records indicate that you have not taken the Well Being Survey. Please take a few minutes to complete it.	Well_Being_Survey_Flow	Accept		Reject
3	Work.com Contact Risk Alert	Alert! You have recently come in contact with someone who has tested positive for COVID -19. Please contact the health center for more details.	Contact_Risk	Accept		Reject
4	Return to Work Shift Days		Shift_Flow	Accept		Reject
5	Training Recommendation	Your manager has identified that you will benefit from the Great Salesforce Leaders training. Click to enroll.	Enrollment_Flow	Accept		Reject

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STEP 6: Set up the flow component to accept input for which messages and their respective priorities to be surfaced on the NBS Component

• Navigate to the Bright Team Mgmt App from the App Menand then user profile(click on the profile pic icon) and then edit page to bring up LAB. NOTE: If you click on user profile when on setup , you go to User setup not the profile page so make sure you are on the app when pulling it up
  • Drag the Flow component and choose Manage Employee Tactics as shown below

• Go back to user profile and the flow component displays –
  • Click Manage the team Priorities

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STEP 7: Set up the NBA component (This is another flow component with a custom LWC -NOT THE STANDARD NBA COMPONENT)

We use a custom component here to show the modularity of the strategy builder. This demo can also be built with the standard NBA component and that is not covered here.

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STEP 8: Login and test the component

• Login to the first user page : Bessie smith – Set the priorities. (If already covered in the steps above, login as the second user)
• Now login to the second user page : See that the recommendations are displayed

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