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