Set Up Einstein Visit Task Recommendations Using Apex
You can use Apex to
select a list of visits or visit recommendations that Einstein must provide task recommendations
for. You can then create a flow and add the Apex Class as an Action
element.
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
From Setup, create an
Apex Class.
From Setup, go to Flows
and
click
New Flow.
Select Autolaunched and click Create.
Create TargetIDs as an input variable.
Create output variables as ParentTaskIDs,
RecommendedTargetIDs, TaskRecommendationReasons,
and TemplateRecordIDs.
Drag the Action element and select your Apex class as Action.
Enter a label and API name for the element, and map the input and output parameters of Apex
class to the corresponding parameters of the flow.
Connect the Start and
Action
element.
Save your work.
Enter the flow’s label and API name.
Save your changes.
Click
Activate
Recommend Tasks Using Apex Create an Apex class to select a list of visits or visit recommendations that Einstein must provide task recommendations for.
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