Create a Flow Strategy
Create a flow to use as a strategy for Einstein Visit Recommendations.
Required Editions
| Available in: Unlimited and Enterprise Editions with the Consumer Goods Cloud. |
| User Permissions Needed | |
|---|---|
| To open, edit, or create a flow in Flow Builder: | Manage Flow |
Note This method isn’t scalable for business use case. We recommend that you use Apex class for
visit recommendations.
- In Setup, in the Quick Find box, enter Flows, and select Flows.
- Click New Flow.
- Select Autolaunched, and click Create.
- Design your flow according to your task recommendation strategy. To learn how to do that, you can review the provided Visit Recommendation -Sample Flow.
- Click Save.
- Enter the flow’s label and API name.
- Click Save.
- Click Activate.
To add flows as a strategy for visit recommendations, ensure that the names of your input and output variables match one of these strings while creating flows.
- Input variables:
- SiteIds: Stores the retail stores for which visit recommendations are requested.
- TargetDate: Stores the date when the visits can be recommended.
- Output variables:
- RecommendedSiteIds: Stores the retail store for which visits are recommended.
- VisitRecommendationReasons: Stores the reasons for visit recommendations.
Specify the API name of the flow in the strategy you create.
- Understand the Sample Visit Recommendation Flow
This sample visit recommendation flow shows how to get recommendations that cater to your business needs.
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