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:
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
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 […]