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
Summer ’21 Pilot Preview: Einstein Next Best Action on Flow! (Blog 1 of 4 series)
With the Summer ‘21 Pilot we invite you to try out a brand new way to create Next Best Action Strategies using the Flow Builder that is packed with powerful platform features and many other cutting edge decisioning builder elements. Planned GA in Spring ‘22 (Safe Harbor applies) Talk to your AE to get nominated for […]
Pilot FAQs-Einstein Next Best Action on Flow (Blog 4 of 4 series)
Check out these blogs for an Overview, Tutorial and More considerations for Pilot Here are a few FAQs you may have. I ‘ll start with the obvious one – Is Strategy Builder Going Away?? .. Is Strategy Builder going away? Why do we need 2 ways to build the same thing? Great Question! No, it […]
Building a Scheduled Alert Generator with Next Best Action and Flow
Suppose that you have an NBA recommendation strategy that runs on Account record pages, generating insights and recommendations specific to a given account. Your salespeople have 50 accounts, and they don’t want to have to manually visit every account page each day to see if there’s something new waiting for them there. What do you […]
