There’s a little known but really cool feature built-in to Salesforce, that you can use to guide your users through a series of steps, all while keeping track of their progress. It’s called “Actions & Recommendations, and you can find it in Setup.
What is actions&recommendations in Salesforce next best action?
(Note: The main intent of the Actions & Recommendations component is to show flows, quick actions, and recommendations from your Next Best Action strategies.) The to-do list can be generated by using an Actions & Recommendations deployment or Salesforce automation tools (process or flow).
What is a recordaction in Salesforce?
A RecordAction associates an action, such as a screen flow, a field service mobile flow, an autolaunched flow, or a quick action, with the parent record. A RecordAction is also created when a user accepts a recommendation from the component. In this case, the RecordAction associates the flow in the recommendation with the record.
How do I use the actions & recommendations component?
Activate your flow. To appear in the Actions & Recommendations component, your flow must be active. Create a quick action. You can create a global or object-specific quick action and show it in the component. For the quick action to appear in the component, add it to the record page layout.
How to recommend a product in Salesforce?
Select the Salesforce object that contains what you want to recommend. In this case, it’s the Product object.Then, select a Recipient object, which is the object that receives the recommendation. This would be the Work Order object.And then, choose the object that stores the past interactions between those objects.
How do I set up actions and recommendations in Salesforce?
From Setup, in the Quick Find box, enter Actions & Recommendations , and select Actions & Recommendations. Click New Deployment. Name your deployment. Select at least one type of guidance to show, for example, Flows and quick actions.
What is Einstein next best action Salesforce?
Einstein Next Best Action is a solution that uses flows, strategies, and the Recommendation object to recommend actions to users. You can display these recommendations on many different types of pages, including Lightning pages in your Salesforce org, Experience Cloud sites, or external sites.
What is a next best action strategy?
Next Best Action (also known as best next action, next best activity or recommended action), is a customer-centric approach to marketing that considers multiple different actions that could be taken for a specific customer and then decides on the best one to provide.
What is Einstein activity capture?
Einstein Activity Capture is a productivity-boosting tool that helps keep data between Salesforce and your email and calendar applications up to date. To keep data up to date between applications, Einstein Activity Capture focuses on three types of data—emails, events, and contacts.
Path: A Good Start
We already have that with Path you say? Yes, the guidance that Path provides is great (specific fields that need attention, and a rich text area that can provide advice, links). You can make it somewhat dynamic by making different fields available at different stages. You can also customize the “Guidance for Success” text for each stage.
Actions & Recommendations: Level Up!
This component provides the ultimate in customization! Instead of only having access to fields on this object, it has users go through Quick Actions and Flows, giving you access to whatever a screen flow can access. As you complete the action, it keeps track by checking off your progress as you go.
How to Set it Up?
Sounds great! This feature is not well documented, but it’s easy to use.
Tips
If you want to tie any automation to the completion of an action, then have the action update a field on the record that can be referenced later. You can even add a date field to each one so that it records the date completed on the record itself.
When did Salesforce start automation?
#AwesomeAdmins, if you know about Flow, you know the power of automation. In fact, ever since Salesforce launched in 1999, our focus has been on automation — beginning with transforming sales.
How to improve performance of a recommendation?
Doing so can improve performance and mitigate some kinds of bias. Define positive and negative interactions. The way you define positive and negative interactions can affect your recommendation’s performance. You can get better results if you define a positive interaction as the desired outcome.
How can admins help their users?
Admins can help their users solve business problems fast by deploying personalized recommendations in real time. Using clicks, admins can create intelligent recommendations quickly and leverage the power of low-code tools, like Einstein Next Best Action and Salesforce Flow, to automate those recommendations.
What is Einstein recommendation builder?
Einstein Recommendation Builder makes it easy for you to build AI-powered recommendations, allows you to seamlessly combine machine learning with business rules, and provides model transparency with metrics.
Step 1: Create a flow
This can be the ScreenFlow or auto-launch. This is mandatory for the Next Best action to implement.
Create a Recommendation
A recommendation is the standard object which is associated with the flow. Here we can either accept or deny the flow based on the standard button provided by the Recommendation. As you can see in the attached screen we have two labels on is Acceptance and another is Rejection.
Create a Strategy
To create a strategy navigate to setup, search for and click on Next Best Action. we use the strategy builder to create the strategy it is similar to the flow.
Add NBA to the Record Page
Add the Recommendation in the page layout of the case object.go to lightning builder and select the recommendation component and drag to the layout.
Want to Get Hands-on-Hands-on with Einstein Next Best Action?
In this module, we show you the basics of creating and using the Generate, Enhance, and Map elements for Next Best Action.
Apex Classes for Generate
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Add Generate to Your Strategy
Once you create the Apex classes, you create a strategy with a Generate element. If you’re following along in the special org for this module, take these quick steps to create a simple strategy.
