Set Up Einstein Visit Recommendations

If sales managers and field reps have varied requirements based on the visit recommendations to be provided, you can create multiple strategies. When they request recommendations, sales managers and field reps can select the strategy that caters to their unique requirements.

• Per Transaction Limits for Visit Recommendations
  Salesforce strictly enforces limits to ensure that any runaway flows don’t monopolize shared resources in the multitenant environment. Per transaction limits, which Apex enforces, govern flows.
• Create a Flow Strategy
  Create a flow to use as a strategy for Einstein Visit Recommendations.
• Set Up Einstein Visit Recommendations Using Apex
  You can use Apex to select a list of specific stores that Einstein must provide visit recommendations for. You can then create a flow and add the Apex Class as an Action element.
• Create a Visit Recommendation Next Best Action Strategy
  Create a visit recommendation strategy that allows Einstein to provide visit recommendations. First, create a flow because a strategy is run using an active flow. When sales managers and field reps create a visit recommendation request, they select a strategy that’s used to create recommendations.
• Create a Flow to Run Your Strategy
  Active flows run strategies created in Einstein Next Best Action. You can create a flow and use it to run one or more visit recommendation strategies.
• Create a Visit Frequency Next Best Action Strategy
  Create a visit frequency strategy that allows Einstein to provide optimal store visit recommendations. First, create a flow because a strategy is run using an active flow. When sales managers and field reps create a visit frequency request, they select a strategy that’s used to create recommendations.
• Create a Strategy by Using Einstein Predictions
  Create a strategy based on predictions or rules. If you want predictions-based visit recommendations, then create predictions using the Einstein Prediction Builder. And map the prediction fields in the strategy.
• Recommend Visits for Specific Stores
  Use Apex to select a list of stores that you want Einstein to provide visit recommendations for. After you create an Apex action, use the Generate element in your strategy to select the Apex action.
• Example Visit Recommendation Strategy
  Here’s an example to show how an admin can create a visit recommendation strategy in a Salesforce org.