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