Welcome to the unofficial source of resources for Salesforce’s Einstein Next Best Action product.
Introductory Dreamforce Session
Getting Started Video
Official Documentation
How To:
NEW! 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.
Deployment Options and Roadmap for Next Best Action
In Spring ’19, you can deploy Next Best Action strategy metadata by using SFDX or Workbench, but there’s no support for unamanaged and managed packages and change sets. These will be supported in Summer ’19
