New Guide: Using $User and $Request in Strategies

In addition to $Record, which is described here, there are two other system variables that can be used in Next Best Action. Learn More.

New Guide: Triggering Refreshes

Next Best Action works best when it can react to changes in your Salesforce environment and produce a fresh set of recommendations. While you can always refresh your recommendations with a full page refresh, there are some other techniques that users and developers can use to make the process more subtle, automatic and responsive. Learn […]