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: 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 […]