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          Einstein Next Best Action Entitlements

          Einstein Next Best Action Entitlements

          Einstein Next Best Action has usage-based entitlements. All orgs receive a free monthly allowance of Next Best Action requests. If your usage exceeds your allowance of free monthly requests or any entitlements that you purchase, Salesforce contacts you to discuss additions to your contract. To track your usage, from Setup, navigate to Company Information.

          Required Editions

          View supported editions for Next Best Action.
          Note
          Note Next Best Action entitlement usage is based on a rolling 30-day period, beginning when the org is created. Entitlement usage listed on the Company Information page in Setup is based on the calendar month's usage, not the rolling 30-day usage.

          Einstein Next Best Action is automatically enabled for the editions listed in the Required Editions table.

          How To Get It What’s Included What’s Counted Availability Permission
          Free org-wide requests All orgs receive 5,000 Next Best Action strategy requests per month at no charge. All Next Best Action and Einstein Recommendation Builder requests, including tests in Strategy Builder, display to customers, and repeat displays triggered by events. Included in Essentials, Professional, Enterprise, Performance, and Unlimited Editions None
          Einstein Next Best Action Additional Requests SKU Provides 10,000 additional Next Best Action requests each month on an org-wide basis. (Add-on) All Next Best Action requests, including tests in Strategy Builder, display to customers, and repeat displays triggered by events. For purchase in Essentials, Professional, Enterprise, Performance, and Unlimited Editions None
          Service Cloud Einstein SKU Provides unlimited Next Best Action requests for a single user. Requests made by users with this permission aren’t counted against the monthly entitlement. For purchase in Enterprise, Performance, and Unlimited Editions Unlimited Next Best Action Strategy Executions
          Lightning Platform Plus Provides unlimited Next Best Action requests for a single user. Requests made by users with this permission aren’t counted against the monthly entitlement. For purchase in Enterprise, Performance, and Unlimited Editions Unlimited Next Best Action Strategy Executions

          Next Best Action Request

          A request is a call to the Next Best Action engine that causes a strategy to run and return recommendations.

          Required Editions

          View supported editions for Next Best Action.

          Each time a page with an Einstein Next Best Action component is loaded or refreshed in a browser, Salesforce generates a new request. For example, when a case status changes from New to In Progress, the data change on the page triggers a refresh. This action also applies to the Actions & Recommendations and Suggested Actions components.

          Requests are also made when:

          • A field is updated on a record detail page that includes the Next Best Action component.
          • A user enters data in the Subject or Description field of a site contact support page that includes the Next Best Action component.

          Another way to make a request is to call a Next Best Action REST API resource from your own web app. You can also call Next Best Action REST API resources from an iOS or an Android app. The app can make requests in response to a custom UI and return recommendations.

          Paying customers can see the number of requests their org has made by navigating from Setup to Company Information, Usage-based Entitlements, Maximum Next Best Action Requests available.

           
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