Welcome to the unofficial source of resources for Salesforce’s Einstein Next Best Action product.
Building NBA Recommendation Strategies in Flow Builder in Spring ’22
Getting Started (legacy Strategy Builder)
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
Next Best Action Recommendations Component Available for Flow Screens
The Next Best Action component is available for use in Flow Screens. Learn more here. Additional tools for incorporating NBA Recommendations into Flow, including open-source components that can be customized.
How To: Use the Map Element in the Strategy Builder
Learn how you can use the Map element to modify existing Recommendation fields and create new fields that can be passed to Flow as input variables.
Next Best Action – TrailheaDX
Check out the Next Best Action session from TrailheaDX and learn how you can integrate insights from AI services like Einstein Discovery, IBM Watson, and Aisera with the new capabilities added in the Summer ’19 release.
