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
Use the Next Best Action REST API to execute a strategy and retrieve recommendation reactions
Quick guide on how to use the NBA REST API.
Integration Guide for Next Best Action
In this guide, we’ll walk you through all the different ways that you can connect to sources of insight from Next Best Action to generate and enhance recommendations and to pull in relevant properties for decision making.
What’s New with Next Best Action in the Summer ’19 Release?
We have a bevy of new features in the Summer ’19 Release with 3 new elements – Generate, Enhance, and Map, the Actions and Recommendations Lightning component, and support for packaging strategies.