#Einstein Next Best Action0 人がディスカッション中

I’ve struggled for a while with using NBA (Next Best Action) and ensuring case data is passed to the triggered flow. Hopefully, this information saves someone a few hours—or even days—of research.

The documentation doesn’t seem to explain how to pass case data, other than by creating a recommendation record for the triggered case with a field containing the case data, which the flow can then retrieve.

Since I wasn’t keen on creating records for what felt like a less-than-ideal solution, I reached out to Salesforce. They initially suggested using custom actions to pass case data via a URL to trigger the flow, but this turned out to be incorrect. However, it did clarify that a recommendation flow created in Flow Builder won’t work in this situation.

The correct approach is to use Strategy Builder. The triggered flow will automatically receive the case ID, provided you have a variable named "recordId" that’s set to be available for input.

Interestingly, this worked without me needing to declare the variable in Strategy Builder, which doesn’t seem to have the functionality to do so anyway.

If anyone has any corrections or thoughts please comment back and I hope this helps someone in the future.

#Next Best Action  #Einstein Next Best Action  #Service Cloud

We are exploring Next Best Action and looking for some best practices.

How has this feature helped your sales team? increased productivity?  What activities do you use it for?  

Looking for suggestions and recommendations.

Thank you.

お世話になっております。

おすすめOBJを紐づけるための初期データが何件必要かご存じの方がいらっしゃいましたら

ご教示いただけますと幸いです。

[確認したこと]

SalesforceHelpや有識者のブログの確認

 →初期設定についての記載はあるが、データ数については記載されていない

何卒宜しくお願い致します。

#Trailhead Challenges

We have a Next Best Action component that is set to be only visible for users that have a certain permission set assigned.

We now want to narrow this down further by only showing a certain Recommendation record for a specific set of users. As a pilot group. 

I have noticed that Recommendation is not an object available for Sharing rules or Manual sharing via flows. In addition, we cannot specify $User in the Strategy builder; only $Record. 

#Einstein Next Best Action  #Service Cloud

Any thoughts on this? Much appreciated!

Hello Community! I am currently testing NBA with different recommendations and on different channels. I know it is not a technical question, but I was wondering if anybody has tracked results of how NBA is performing in terms of proposal rate, acceptance rate, and other similar metrics.  This would be super useful not only to see if similar recommendations lead to similar results across markets, but also to spot if there is any common trend or room to improve. Additionally we could collect and share data in order to set a benchmark and best practices for future reference! Thank you very much in advance! @Next Best Action

#Einstein Next Best Action

Can anyone help me to get it correct. I'm filtering opportunities based on the below filter expressions in in Next best action Strategy builder. I have also tried to modify filter expression using || and && in place of AND and OR. But still I'm receiving an error, but it's not showing what is the error'

Filter Expression:

AND(  OR(  $Record.Bid_Deadline__c = TODAY(), $Record.Bid_Deadline__c < TODAY()

),  OR(  $Record.Commencement_Date__c > $Record.Bid_Commencement__c + 14,  $Record.Commencement_Date__c < $Record.Bid_Commencement__c - 14  ))

#Einstein Next Best Action

One of my clients wants to know when his salesperson is using and when he is denying the 

proposed action offered by #Einstein Next Best Action. Does anyone know if it's possible to track this person's choice?

Is Einstein Prediction Builder a subset of Einstein Next Best Action? I am getting confused because Einstein Next Best Action uses rules-based and predictive models. So how are they different? Is the output / results of these recommendations different? or they suggest at different levels of the customer journey?

Looking for Some insights on Einstein Next best action reporting. 

Our use case: We need to report on record page with details about when particular NBA related to that record and object is being accepted  or rejected.

We did explored Reports by creating custom Report type but this doesn't suffice our purpose as we need to stamp filtered info. on record page itself.