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’: