What is a recommendation in Salesforce?
A recommendation is a suggested action: “Sell this person plaid pants.” Later on, you create a strategy to link recommendations to the predictions … to give the user a custom best action to take with each customer.
What is Einstein recommendation builder in Salesforce CRM?
Einstein Recommendation Builder brings a similar recommendation engine capability into the Salesforce Platform that can be leveraged for CRM applications across any domain and vertical. Here are some of the recommendations admins can build with Einstein Recommendation Builder. Recommend top products that are best fit for a Contact/Account.
How do I link a recommendation to an action?
Add an Action you want to link it to if the user accepts. Think of action strategies as the decisioning brain. Action strategies let you load all of your recommendations and constantly evaluate them based on your business rules to determine which ones to surface to your users.
What is Einstein next best action in Salesforce?
Einstein Next Best Action is part of the family of products within the Einstein Platform—a platform that helps admins and developers build their own AI-powered assistants for a wide array of use cases. You can use point-and-click and programmatic functionality to build applications that predict anything surfaced through Salesforce.
Is next best action free?
All orgs receive a free monthly allowance of Next Best Action requests. If your usage exceeds your allowance of free monthly requests or any entitlements that you purchase, Salesforce contacts you to discuss additions to your contract. To track your usage, from Setup, navigate to Company Information.
How does next best action work 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.
How do I turn on Einstein next best action?
To set up Einstein Next Best Action, follow these simple steps:Define a set of recommendations.Create action strategies.Integrate predictive models (optional).Display recommendations.Activate automation.
What is NBA in Salesforce?
Einstein Next Best Action (NBA) is yet another cool feature introduced by Salesforce for business automation. And like other tools, this can also be configured using clicks and not code. As it's name suggests, it enables you to display right recommendations and actions to your agents at right time.
What is next best offer?
Next best offer is a form of personalized marketing based on predictive analysis. In other words, the next best offer model predicts consumers' needs and shows them offers and products based on their habits.
How do I make a next best action?
How companies use next-best-action modelsDeliver specific messages. ... Invest in the right sales opportunities. ... Focus on specific offerings. ... Take specific sales actions. ... Take preventive actions to minimize churn.
How do you embed the Einstein next best action component onto a Salesforce object page?
Einstein Next Best Action ComponentCreate a recommendation strategy in Strategy Builder.Drag the Einstein Next Best Action component onto your record page. Note In Experience Builder, the component is called Suggested Actions.In the property editor, select the strategy you want to display (1).
Is Einstein included in Service Cloud?
Service Cloud Enterprise Edition or above includes Einstein Article Recommendations. The Service Cloud Einstein SKU adds the Einstein Next Best Action, Einstein Case Classification, Einstein Case Routing and Service Analytics app features to the Service Cloud app.
What is Einstein Analytics in Salesforce?
Put simply, Einstein Analytics is an app used to visualize the activity occurring in your Salesforce environment. Whether you use Salesforce for Sales, Marketing, or Service, this visibility tool offers insights into the data (like contacts, campaigns, or accounts) your users add to the CRM every day.
Can next best action send outbound message?
Next-Best-Action Designer enables Next-Best-Actions to be delivered via inbound, outbound and paid channels.
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How to add recommendation in Lightning Builder?
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.
What is a recommendation in flow?
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.
Set Up a Next Best Action Strategy by Adding Rules
Fatima has set up a flow strategy. Let’s find out how she sets up an NBA strategy.
Set Up Visit Recommendations Using Apex
Apex code is usually required for visit recommendations that are too complex to implement using regular flows. Fatima gets in touch with a developer at Alpine Group to set up visit recommendations with Apex. Here’s an overview of how they do it.
Quiz
1 What should you search for and select in the Quick Find box in Setup to create a new NBA strategy?
What Is a Recommendation?
Now that you’ve created predictions for your contacts, it’s time to create recommendations.
Can you make a prediction and a recommendation?
Predictions and recommendations are completely independent of each other. You can create as many recommendations as you like (“Offer discount,” “Send reminder email,” “Sell plaid pants”). Some will apply in some situations and not in others. Having a set of recommendations to draw on gives you more flexibility in coming up with a next best action.
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. This would be the Products Consumed object.
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.
What are recommendations?
Recommendations are fairly common in the consumer space. You may have seen these while shopping with your favorite online retailer or browsing for movies or music. For example, if you’re a Netflix customer, Netflix will share recommendations with you based off of factors such as your viewing history, how you’ve rated titles, and other customers’ preferences.
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?
Einstein Recommendation Builder is the industry’s most easy-to-use recommendation engine. As Salesforce Admins, you can use Einstein Recommendation Builder to build personalized recommendations in context with clicks, not code.
How long does it take to build a recommendation?
4. Build the recommendation! This may take up to several hours depending on the amount of data used in your recommendation.
What happens after a user accepts or rejects a recommendation?
After a user accepts or rejects a recommendation, a flow will execute.
How to display recommendations in Lightning?
In order to display recommendations, you need the Lightning App Builder. To use it, go to a contact page, click Setup, then click Edit Page.
Does a prediction go far?
But a prediction only goes so far. You need a recommendation or action to follow that prediction. In this case, we’ve found success by offering customers who have a high likelihood of attrition a discounted auto-renew plan.
Learning Objectives
- After completing this unit, you’ll be able to: 1. Set up a Next Best Action strategy by adding rules. 2. Set up visit recommendations by using Apex.
Set Up A Next Best Action Strategy by Adding Rules
- Fatima has set up a flow strategy. Let’s find out how she sets up an NBA strategy. An NBA strategy can either be based on rules or AI. The reason behind the recommendation, as provided by Einstein, can be configured in the NBA strategy. Einstein NBA strategies combine insights and business rules to create a stream of recommended actions for users. And sales managers can s…
Set Up Visit Recommendations Using Apex
- Apex code is usually required for visit recommendations that are too complex to implement using regular flows. Fatima gets in touch with a developer at Alpine Group to set up visit recommendations with Apex. Here’s an overview of how they do it. They create a flow and add the Apex Class as an Action element. For more information, see Set Up Einstein Visit Recommendat…
Resources
- Salesforce Help: Einstein Next Best Action
- Trailhead: Einstein Next Best Action