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
___
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
UnofficialSF has a new Service Cloud Channels Section
UnofficialSF.com has added a new section devoted to Service Cloud channel functionality, which is increasingly driven by flow-based services. Check it out here. If you know of a good post or page on the topic, don’t hesitate to let us know via the form on the home page.
Video: Building NBA Recommendation Strategies with Flow Part 1
This video shows how to use Flow Builder to create a Recommendation Strategy flow that filters recommendations that can be displayed in the Next Best Action component. Go to the Next Best Action hub
Tracking Consumption of NBA Requests
Track consumption of NBA requests in your org in the Setup –> Company Settings –> Company Information page. There are two published metrics: In the Usage-based Entitlements section, you’ll find ‘Maximum Next Best Action Requests available’: This will show, in the Allowance column, the sum of the 5000 monthly ‘freemium’ org allocation and any allocation […]
