Welcome to the unofficial source of resources for Salesforce’s Einstein Next Best Action product.
TrailheaDX Session
Getting Started
Official Documentation
Wiki
Trailhead
Integration Guide
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How To:
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
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.
Use Einstein Next Best Action with Flow by Marc Baizman
Ever wanted to inject Einstein Next Best Action into your Flows? Check out this post by Marc Baizman.
Accessing NBA via the Tooling API
The Tooling API provides a way to get information about Action Strategies. I’m more familiar with the Metadata API, but in general Salesforce is trending towards the Tooling API as a more flexible, granular tool, and this is likely to increase. For performance reasons, metadata API deploys and retrieves will often trigger a recompilation of […]
