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Set Up and Maintain Retail Execution
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            Create a Flow to Run Your Strategy

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            Create a Flow to Run Your Strategy

            Create a flow to use as a strategy for Einstein Visit Task Recommendations. If sales managers and field reps have varied requirements for activity recommendations, you can create multiple flows. Sales managers and field reps can select the strategy that fits their requirements.

            Required Editions

            Available in Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled.
            User Permissions Needed
            To create flows: Manage Flows
            Note
            Note This method is not scalable for business use case. We recommend that you use Apex class for task recommendations.
            1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
            2. Click New Flow.
            3. Select Autolaunched, and click Create.
            4. Design your flow according to your task recommendation strategy. To learn how to do that, you can review the provided Task Recommendation -Sample Flow
            5. Connect the Start and Screen elements.
            6. Save your work.
            7. Enter the flow’s label and API name.
            8. Save your changes.
            9. Click Activate.

            See Also

             
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