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
At Dreamforce: The 1st Unofficial Unofficial SF SF Meetup
UPDATE: I TESTED POSITIVE FOR COVID THE NIGHT BEFORE DREAMFORCE, SO I WON’T BE AT THIS MEETUP. you might want to go anyways and see who shows, however. Alex here…. If you’re coming to Dreamforce, drop by and say hello and tell me how you’re using Salesforce Automation and what you want to see in […]
Complete the New Survey from the Salesforce Automation Design Team!
I’m pleased to pass on this new survey from the Salesforce Automation Design Team. I highly encourage everyone to fill it out. These are the key designers who are at the heart of all the changes we make to the user experience of Flow and Flow Orchestration. Giving them your latest thoughts on functional gaps, […]
Summer ’22 Sneak Peek: Flow, Orchestrator, NBA
Here’s what you can look forward to in Summer ’22 – hopefully this post will make your ‘Summer 22 Treasure Hunt’ posts a little easier! Note that this is not the complete list of changes and you should carefully check the Release Notes for changes that may impact your org. Record Triggered Flows No-Code Flow […]
