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
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