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Display Recommendations

Display Recommendations

After creating a strategy, choose a page to run your strategy and display your recommendations. You can use a Lightning record page, an app’s home page, an Experience Cloud site page, a Visualforce page, or an external site, depending on where you want recommendations to appear.

Required Editions

Lightning Page (Lightning App Builder)

  • On a Lightning page in Lightning App Builder, create, edit, or clone a record page.
  • Drag Einstein Next Best Action from the component list to the location on the page where you want to display it.
  • Choose an action strategy and the number of recommendations that you want the component to display.

If you want to show users flows and quick actions in addition to recommendations, use the Actions & Recommendations component on your Lightning record page. You can create an Actions & Recommendations deployment that specifies action strategies and how you want your recommendations to appear.

App Home Page

  • Create a strategy for the Next Best Action component. Use global variables such as $User.Id when you create the strategy. Use global variables because the home page isn’t a record page and isn’t associated with objects, like Case, Account, or Product.
  • Navigate to your org’s Home page.
  • Click Gear icon, and select Edit Page.
  • From the list of Lightning components on the left (1), drag the Einstein Next Best Action component to the home page (2).
Adding the NBA component to a home page

Experience Builder Site Page (Experience Builder)

  • In Experience Builder, create or edit a site page.
  • Drag Suggested Actions from the component list to the location on the page where you want to display it.

Visualforce Page: Use Lightning Out to add the lightning:nextBestAction component.

Custom Apps: Add Einstein Next Best Action functionality into your app with the global lightning:nextBestAction component.

  • Einstein Next Best Action Component
    Einstein Next Best Action uses strategies that apply your org’s business rules to display context-sensitive suggested offers and actions on your Lightning record pages.
 
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