Salesforce Einstein Next Best Action & Strategy Builder

Demonstrates building a closure date recommendation with Salesforce Einstein next best action. Guides users to update past-due opportunity close dates via a flow and in-app prompts.

Design and run a screen flow to update an opportunity's close date via Salesforce Einstein next best action, using get records, update records, and context records.

Create a recommendation record in Salesforce by enabling the recommendation tab, naming the recommendation update close date, and linking the active flow Opportunity Closed Date via the action blacklist.

Create a strategy with the salesforce next best action builder to load opportunity recommendations on record pages, using category and close-date filters.

Learn to safely delete an element in a strategy canvas by first disconnecting the load element from the filter, preventing the load element from being deleted and preserving your work.

Test the Einstein next best action strategy with the test button to select an opportunity and adjust its close date to reveal recommendations. Inspect outputs and elements with the inspector.

Learn to add a Salesforce Einstein next best action to an opportunity page, configure the strategy source, display up to four recommendations, and hide the component when no recommendations exist.

Add an image to your next best action recommendation to grab attention. Upload or select a pre-loaded image in the recommendation record and trigger visibility as the clause state changes.

Launch a 10% discount recommendation on opportunity records for accounts with annual revenue ≥ 70,000, applying to the amount if no products exist, or to product values if products exist.

design and automate a discount flow in Salesforce using next best action, calculating discounts for opportunity products, handling cases with or without products, and updating records in bulk.

Create a discount recommendation record named discount 10% for the opportunity, set acceptance label give discount, rejection label reject discount, link to the floor, and upload an attention-grabbing image.

Explore how to use the branch selector to route multiple recommendations through a strategy, loading only the relevant recommendations based on conditions like past due status and account revenue.

Apply a limit rule to prevent repeating offers by hiding the 10% discount recommendation after the user accepts or rejects, and set a 365-day wait before it reappears.

Learn to ensure a next best action recommendation appears only once by updating the discount given checkbox via a flow, guarded by revenue >= 70,000 and discount not given.

Reorder recommendations on the opportunity page by using the sort and reorder elements, creating a custom order field to surface top results and manage blank values.

Learn how the map element uses formulas to pass the opportunity amount into a recommendation description, formatting as text with currency and spacing, and test it in the strategy builder.

Use Salesforce Einstein Next Best Action to surface cross-sell recommendations on a case, based on the contact’s past purchases of Machu Picchu Trek or Milford Trek in the service console.

Link the case contact to the opportunity via a primary contact lookup, then trigger a flow to update the contact checkbox when an adventure package exists on a closed opportunity.

Create a flow that sends the adventure package details to the case contact via an email alert, using a template and a confirmation screen.

Create a new recommendation record in the recommendation object named triple alpha with a 20% off next adventure trip description, assign category gays, and upload image.

Create a trip offer strategy by loading a recommendation for a case, applying a next best action condition for agents, and limiting exposure for 40 days with an email alert.

Create a screen flow in Salesforce to surface bronze upgrades via Einstein Next Best Action, let agents choose gold, silver, or bronze, and update the account's support tier.

Create a new recommendation in the recommendation tab, name it a great support deal, describe upgrading the customer's support tier, and add an image with the existing flow.

Load the recommended record, apply a bronze level support condition on the related account, and surface the first non-empty branch to show a single prioritized recommendation on the case.

Discover how to generate real-time recommendations in Salesforce Einstein Next Best Action by invoking Apex logic via the strategy's generate element, tailoring suggestions by contact and product family.

Enhance strategy builder by using the enhanced element to tailor recommendations with personalized discounts, including a 10% offer for gold support customers.

Create and monitor recommendations using a custom report type for recommendation reactions in the Salesforce.org portal. Analyze accepts, rejects, and records to refine your strategies and improve effectiveness.