Hi community,
I'm setting up Einstein Next Best Action on the Opportunity object and running into an issue where the recommendation isn't surfacing on the page component.
My setup:
- Flow type: Recommendation Strategy
- Get Records element pulling from the Recommendation object, filtered by Name = "Accessories Upsell"
- How Many Records to Store: All Records
- How to Store Record Data: Automatically store all fields
- Recommendation Assignment element referencing the Get Records output collection
The problem: When I debug the flow, Get Records says "Successfully found records" but the Recommendation Assignment shows "Records in source collection: 0" and Result: None. The NBA component on the Opportunity page shows "Einstein doesn't have any recommendations for you right now."
What I've tried:
- Confirmed the Recommendation record exists and is active
- Tried "Only the first record" and "All records" on the Get Records element
- Confirmed the NBA component is pointing to the correct flow strategy
- Confirmed the flow is activated on the latest version
Any idea what I'm missing? Is there a specific way the Recommendation Assignment source collection needs to be configured?
Thanks!
1 answer
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