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: Display Recommendations in Different Places
How To: Create a Custom Notification Flow that Responds to NBA Errors
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
Advanced NBA: Using Apex Actions to Empower Team Manager to Set Team Priorities via Next Best Action Recommendations
Next Best Action enables you to provide agents, salespeople, and other employees with a customized list of prioritized recommendations every morning. In this sample app, which can be installed as a package, prioritization of tactics is managed by service team leaders, who can establish and change the priorities freely without the involvement of admins. This […]
Dreamforce Slides – Put Predictions into Action: Einstein Prediction Builder and Next Best Action
These are the slides Einstein and Next Best Action product managers presented at this admin track session. The video recording will be published officially by Salesforce in the next 1-2 months. The session synosis was: Join us in this session to learn how you can harness the power of both Einstein Prediction Builder and Einstein […]