Solution: Extending ‘Limit Reoffers’ Capability

This request came in: I have a customer trying to implement limiting re-offers, but wants to have differing time periods based on whether a user accepts or rejects the offer.  Specifically, a recommendation should appear after 6 months if the recommendation is rejected, and 4 months if the offer is accepted.  This canbe done with […]

How to Only Expose The NBA Component to Users with Unlimited Requests

Suppose you want to display recommendations only for users that are licensed to make unlimited requests. You can do that in App Builder: Here, we make use of the Standard Permission ‘User Has Unlimited Next Best Action Strategy Executions’:

Sales Use Case Examples for Next Best Action

These are good examples of how you can use Next Best Action to empower sales teams! Advanced NBA: Using Apex Actions to Empower Team Manager to Set Team Priorities via Next Best Action Recommendations Building a Scheduled Alert Generator with Next Best Action and Flow