#Next Best Action0 discussing

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

Want to learn more about how to use Einstein Next Best Action? Check out my latest blog post:

https://konrad-buechel.medium.com/the-power-of-einstein-next-best-action-10df358789c8

#Einstein  #EinsteinNBA  #Next Best Action 

The Power of Einstein Next Best Action

I tried to put the next best action component on one of my community page. 

I built the recommendation, flow and strategy builder for it. In my strategy builder, I used the branch selector node to filter out certain accounts that I want to surface the component. And it works fine on my account record. 

However, when I put this component on community page, it gives me the error message "something went wrong fetching recommendations". If I take off the branch selector node, it will work as normal. 

Hi All,

Can you please let me know why the user not able to view the Next Best Action in setup & Einstein Prediction builder components in setup home page. As a admin I'm able to view the components but other users not able with profiles like System Admin (Read only), Marketing user profiles.

Check out this video on what's new with Next Best Action in the Summer '19 Release!

What's New in Summer '19

Hello everyone!

I'm searching how to display a Next Best Action on a external website, is this possible?

The idea is basically to show a Product suggestion on a eCommerce website.

Down in the Posts I found the https://unofficialsf.com/building-your-own-next-best-action-front-end/ and I was wondering if this would work?

Because this only gets a recommendation by ID correct? Or can I get ALL recommendations, for the Client logged in the website, through Strategies I created?

Thank you!

Really excited to see Next Best Action, really looking cool!

Can we show relevant recommendations on an Account record based on information from a child record? For instance, if a high priority Case for an Account has been left open for a few days and has had no responses on it from our team, can we have a recommendation appear on the Account if a Support rep happens to navigate to the Account?

Thanks!