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Creating NBA Recommendations from Salesforce Records

Sometimes you want to generate recommendations from records. For example, you might want to recommend a set of Accounts that should be worked on, or a set of Leads that should be processed. You can load records of any type using the Load Element. Here, for example, a set of Asset records are loaded in: […]

Pilot other considerations and requirements: Einstein Next Best Action on Flow(Blog 3 of 4 series)

If you haven’t already, check out these blogs for an Overview of the pilot and a detailed tutorial! How do I get access to this pilot feature? PILOT REQUIREMENT: General Requirements Reach out to your AE to get nominated for the pilot, we will turn on the pilot perm on your Sandbox and you are […]

Pilot Tutorial -Einstein Next Best Action on Flow(Blog 2 of 4 series)

Bonus: You also get to check out the brand new Sort collection processor element on Flow! This tutorial will help you create your first Recommendation Strategy on Flow! This is a pilot feature, so contact your Account Executive to get nominated for the pilot. Also if you haven’t already, check out this blog for an […]

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