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
NBA – Best Practices
Best Practices (Strategic) Whiteboard! Whiteboard! Whiteboard! Spend time in determining What: are the use cases? Who: are the recommendations for- is it for the end customer or is it for the agent themselves? Why: do you want these recommendations? what are the target KPIs A few common target KPIs Agent productivity CSAT NPS Revenue Conversions […]
Reporting on dynamic recommendations created by the Generate node
When using a Generate node to create dynamic recommendations, you need to ensure that the ID for the recommendation is passed because that is the primary key on which the node operates and further downstream reports are generated. A point to watch out for is that it is not straightforward to generate IDs dynamically and […]
Create a Next Best Action Employee App – Part 2
Setup and Installation steps (View Part 1 for demo video and details on the building blocks) Install the NBA Employee app package and follow along OR Clone repo from git: https://github.com/jnarayanan15/repo/tree/Employee_NextBestAction Make sure all custom fields on the User object are accessible and visible in the page layouts Object Manager →User →Fields & Relationships Navigate […]