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
Building NBA Recommendation Strategies with Flow Builder in Spring ’22
Here’s a new presentation that reviews the new way to build NBA strategies. This is the recommended path, going forward, and there won’t be additional improvements to the original Strategy Builder. Here’s a list of some of the new features that NBA Recommendation Strategies inherit when they are built in Flow Builder
Spring 22 Sneak Preview: Flow, Orchestrator & Next Best Action
Compiled this time as a collaboration between Alex Edelstein and Adam White. Here’s what you can look forward to on Spring ’22. Try it out here: https://www.salesforce.com/form/signup/prerelease-spring22/ Salesforce Orchestrator Goes GA New enhancements in Spring ’22: Assignment to Queues and GroupsWork Items can be assigned to multiple users Reassignment of Work ItemsAllow users to reassign […]
Tips and Tricks for Generating Recommendations from Accounts and Other SObjects
Suppose you want to recommend Accounts using Einstein NBA. You can build a list of Accounts and filter it, and then map the accounts to the recommendation format that the NBA Recommendation component understands. Users can then click to Accept or Reject those recommendations. Suppose you then want to generate a report to determine which […]