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📣 📣 📣 Join us Tuesday, Nov. 1, for Camp Success - Security! 📣 📣 📣

Join us tomorrow, Tuesday, Nov. 1, at 10 a.m. PDT for Camp Success Security! During this event, you’ll learn the fundamentals of org security, lockdown your MFA, and ask the experts all about how to boost your cybersecurity. 

➡️  Register today!

Download the Resource Guide to access the decks and recordings: sfdc.co/SecurityResourceGuide 

Question from #CampSuccess  - What an informative session!  Thanks so much for all the info.  I was able to set up recommendations with next best action in my test environment today.  How does the model get "smarter" each time an agent either accepts or rejects a recommendation offered by NBA?  The example I have set up is based on a segment field on a contact.  If in the education segment, NBA recommends some talking points for the agents when this customer calls in.  Do I need to add a field to the contact record to capture if the recommendation was accepted?  It seems like with my current set up I am just programming the recommendations manually.  Do I need to get predictions involved?  Any details would be greatly appreciated.  Thanks!

From @Wilma Dean on #CampSuccess - 

My main interest was the Opportunity Scoring session.  Can you tell me why our Production org has the Setup as given in the session, but our Sandbox does not.  This is a sandbox instance that was in Preview mode and received the Winter ’21 release update.  Please, if your can, answer the following or let me know where I can find answers.

1. Does the option to set up Opportunity Scoring does not have a time limit, does it?  In other words our Production Einstein Opp Scoring will not go away when updated with the Winter ’21 release?
2. Do I need to ask our AE about the sandbox being allow to set this up?  I really prefer to try in sandbox first.  I am an inexperienced/new SF Admin and find many things are more difficult than they appear in the videos so I like to do them in sandbox first to find out “what I don’t know” before I start the steps in Production.

#CampSuccess  when a customer goes through a chatbox experience to ask a question,  can einstein bot show a snippet from a knowledge article and display instead of returning the entire suggested article?

Question from #CampSuccess: We are in the process of implementing Salesforce however we are not sure if we want to migrate historical opportunities.  Is there a way to run the Readiness Report on data outside of SF?

#CampSuccess Can I have a chat bot as fallback? e.g. Our techs would be front line when they are online, but customers hit the bot when all of our chat techs are offline or at capacity.

#CampSuccess Looking at the Case Classification section of this guy (https://c1.sfdcstatic.com/content/dam/web/en_us/www/documents/datasheets/einstein-cheatsheet.pdf?d=cta-header-2), what is the difference between real time vs. non? Also what is a segment? I see unlimited has "non-real time; single-segment" and then the add on has "real time; up to five segments".

Question from #CampSuccess - How can a sales rep utilize Einstein? Can it be used to predict things like if an AE's score reaches 70 it is x times likely to close. What features can be used to boost Einstein adoption for end users.