Welcome to the unofficial source of resources for Salesforce’s Einstein Next Best Action product.
The New NBA in Flow Builder Pilot
Getting Started
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
Pilot other considerations and requirements: Einstein Next Best Action on Flow(Blog 3 of 4 series)
If you haven’t already, check out these blogs for an Overview of the pilot and a detailed tutorial! How do I get access to this pilot feature? PILOT REQUIREMENT: General Requirements Reach out to your AE to get nominated for the pilot, we will turn on the pilot perm on your Sandbox and you are […]
Pilot Tutorial -Einstein Next Best Action on Flow(Blog 2 of 4 series)
Bonus: You also get to check out the brand new Sort collection processor element on Flow! This tutorial will help you create your first Recommendation Strategy on Flow! This is a pilot feature, so contact your Account Executive to get nominated for the pilot. Also if you haven’t already, check out this blog for an […]
Summer ’21 Pilot Preview: Einstein Next Best Action on Flow! (Blog 1 of 4 series)
With the Summer ‘21 Pilot we invite you to try out a brand new way to create Next Best Action Strategies using the Flow Builder that is packed with powerful platform features and many other cutting edge decisioning builder elements. Planned GA in Spring ‘22 (Safe Harbor applies) Talk to your AE to get nominated for […]