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Salesforce Einstein Next Best Action & Strategy Builder
Rating: 4.7 out of 5(17 ratings)
188 students

Salesforce Einstein Next Best Action & Strategy Builder

Get Started with Salesforce Einstein Next Best Action. Create Recommendations & Strategy with Einstein Next Best Action
Created byYashad Tayal
Last updated 10/2023
English

What you'll learn

  • Get Started with Einstein Next Best Action
  • Understand How Einstein Next Best Action Works
  • Recommend offers and actions
  • Create Recommendations for Einstein Next Best Action
  • Create a Next Best Action Strategy
  • Create Flows
  • Publish Strategy on record page
  • Test your Strategy

Course content

7 sections31 lectures2h 8m total length
  • Introduction2:06
  • What is Einstein Next Best Action?3:42

    Learn how Einstein next best action delivers tailored recommendations at the right time, using flows and screen flows to trigger actions, while strategy builder surfaces recommendations on Salesforce record pages.

Requirements

  • Salesforce Admin
  • Salesforce Lightning Flows

Description

Introducing the Salesforce Einstein Next Best Action & Strategy Builder

Display the right recommendations to the right people at the right time with Einstein Next Best Action. With Salesforce Einstein Next Best Action you display offers and actions for your users that are tailored to meet your business's unique criteria.
Create Strategies that apply your business logic to refine those recommendations and show them on your record pages in Salesforce.

Using Salesforce Strategy builder's point-and-click interface you can create recommendations for your users.


The course will take you through various concepts and possible scenarios to teach you how to create a recommendation from scratch through simple point-and-click method. The course is for absolute beginners who are looking to expand their knowledge and start their Einstein Next best action journey.


After completing this course, you'll be able to:

  • Create Recommendations.

  • Create Strategies using Strategy Builder.

  • Add an Image to your recommendations.

  • Debug your strategies.

  • Use Strategy builder elements.

  • Tracking and Reporting Reactions on Recommendations.

  • Create flows to automate recommendation actions.


The course is made very concisely keeping in mind that all the basic information regarding Salesforce Einstein Next Best Action & Strategy Builder is covered. The course Salesforce Einstein Next Best Action & Strategy Builder will help in creating context-specific recommendations to your users. recommendations on the Salesforce platform. This course is not a power-point presentation but a complete hands -on so you can learn by doing. Feel free to connect with me if you have any queries.


Happy Learning!!

Who this course is for:

  • Salesforce professional curious about Einstein Next Best Action and recommendations