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
Transmit NBA Errors to Custom Notification Targets
When we built Next Best Action, we set things up to fire a platform event whenever an error occurs. You can leverage Process Builder and Flow to create custom notification profiles that flexibly get error messages to where you want them. Learn more.
Next Best Action: What’s a Request?
Next Best Action is a paid Salesforce product but also is available for free use for up to 5000 requests each month. What is a Request and how do they get generated? A ‘request’ is a call to the NBA engine that causes an NBA ActionStrategy to run and return some recommendations. The primary way […]
The Top 10 Things You Want To Know About New Next Best Action
1. Generally Available Next Best Action (NBA) is generally available starting today and the great news is that it’s enabled for all editions. But wait it gets better – every org receives 5000 requests per month for free! 2. Here’s the Getting Started Video Ok, you heard that it’s free and it sounds very cool, […]