Welcome to the unofficial source of resources for Salesforce’s Einstein Next Best Action product.
The New NBA in Flow Builder Pilot
Getting Started
Official Documentation
Trailhead
Integration Guide
Trailblazer Community
TrailheaDX Session
Wiki
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How To:
Explaining What Counts as a Request
NEW! Installable NBA Solutions that Highlight Sales Use Cases
Execute an NBA strategy and Display the Results in a Custom Recommendation Component
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
Tips and Tricks for Generating Recommendations from Accounts and Other SObjects
Suppose you want to recommend Accounts using Einstein NBA. You can build a list of Accounts and filter it, and then map the accounts to the recommendation format that the NBA Recommendation component understands. Users can then click to Accept or Reject those recommendations. Suppose you then want to generate a report to determine which […]
Solution: Extending ‘Limit Reoffers’ Capability
This request came in: I have a customer trying to implement limiting re-offers, but wants to have differing time periods based on whether a user accepts or rejects the offer. Specifically, a recommendation should appear after 6 months if the recommendation is rejected, and 4 months if the offer is accepted. This canbe done with […]
How to Only Expose The NBA Component to Users with Unlimited Requests
Suppose you want to display recommendations only for users that are licensed to make unlimited requests. You can do that in App Builder: Here, we make use of the Standard Permission ‘User Has Unlimited Next Best Action Strategy Executions’: