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 […]

Next Best Action: Introduction Video Session

This introductory session of Next Best Action was given at Dreamforce ’18, and features several powerful integrations from Cogito, Conga, nCino, and IBM

Salesforce Einstein Next Best Action “Getting Started” Tutorial Video

Want to get started with NBA? Check out this tutorial video.