Welcome to the unofficial source of resources for Salesforce’s Einstein Next Best Action product.

TrailheaDX Session

Getting Started

Official Documentation

Trailhead

Integration Guide

Trailblazer Community

Wiki

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How To:

NEW! How to add the Next Best Actions Lightning Component to your Flow Screens and Lightning Apps

How To: Use the Map Element in the Strategy Builder

How To: Use the Next Best Action REST API to execute a strategy and retrieve recommendation reactions

How To: Display Recommendations in Different Places

How To: Create a Custom Notification Flow that Responds to NBA Errors

How To: Trigger a Refresh

How To: Respond to Searches and Case Creates in Community Cloud

How To: Expand your strategies with $User and $Request

How To: Deploy Next Best Action in Spring ’19

How To: Use Next Best Action with Salesforce Connect

How To: Generate Reports on Next Best Action responses

How To: Use Next Best Action on a Visualforce page

How To: Passing Data from the Strategy to a Flow

NBA – Best Practices

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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 […]

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Reporting on dynamic recommendations created by the Generate node

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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 […]

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