We love publishing extensions!General guidanceReach out to us (you can post here) and show us what you've built.In general, we'll agree to post your extension unless it overlaps too much with existing ...

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A loop is a Flow element that allows you to process multiple records at a time, through a collection. A loop executes the same logic on each item until the entire collection has been processed. The ...

Einstein Next Best Action is a capability in Salesforce that helps you make recommendations to either agents or customers in a very flexible manner. In this document we’ll explain how various s ...

The strategy, as the name suggests, determines which recommendations need to be considered and filters out non-applicable recommendations.A strategy looks a little like a pipeline and also acts a bit ...

General PrinciplesRecommendationsStrategyElementsTips & Tricks

The recommendation, as the name suggest, is the recommendation that you want to make to the user.The recommendation is mainly the object for book keeping of the information around the recommendation. ...

For building a strategy you make use of several building blocks.Now let’s look at the various building blocks of a strategy. In the strategy builder the building blocks are grouped i ...

Last, but not least, in the Manager tab of the strategy, you can setup a new connection. A connection is again implemented by an Apex class and allows you to enhance the strategy with additional ...

Also introduced in Summer ’19, the Enhance step allows you to modify a set of already existing recommendations using an Apex class. It takes a branch of recommendations as input (in the variable r ...