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
New Guide: Use NBA with Salesforce Connect
To use External Object/Salesforce Connect in a Strategy there are a couple of steps you need to follow. Learn more.
New Guide: Generating Response Reports in Next Best Action
You can do the following in NBA: Examine the Acceptance rates of propositions using standard Salesforce reporting tools Prevent Re-offers by leveraging the tracking of propositions exposed to a particular context target Learn more.