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
Create A Next Best Action Employee App- Part 1
Employee experience is the new HR superpower. Customer experience is no longer only for customers, with the Salesforce Platform you can not only seamlessly create amazing digital experiences for employees but also deliver them personalized and optimized. Especially in light of the new ‘work anywhere’ normal that fused home and work life, digital employee experience […]
Advanced NBA: Using Apex Actions to Empower Team Manager to Set Team Priorities via Next Best Action Recommendations
Next Best Action enables you to provide agents, salespeople, and other employees with a customized list of prioritized recommendations every morning. In this sample app, which can be installed as a package, prioritization of tactics is managed by service team leaders, who can establish and change the priorities freely without the involvement of admins. This […]
