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Salesforce Console
Choose a Recommendation from Einstein Next Best Action

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Choose a Recommendation from Einstein Next Best Action

Consider actions and offers that result when you filter recommendations through Next Best Action strategies. If your admin has set up a deployment to show recommendations, the best ones display in a tab on the Actions & Recommendations component.

Required Editions

Available in: Lightning Experience

Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions

Lightning console apps are available for an extra cost to users with Salesforce Platform user licenses for certain products. Some restrictions apply. For pricing details, contact your Salesforce account executive.

User Permissions Needed
To run an action strategy or recommendation:

Run Flows

OR

Flow User field enabled on the user detail page

OR

Manage Flow

Your admin can configure a Next Best Action strategy that filters recommendations into customized actions and offers, such as a discount, a repair, or an add-on service. When you open a record page, a tab on the component displays the top recommendations for the record.

To view the recommended actions or offers, click Recommendations.
The component can include recommendations from your Next Best Action strategies.

When you accept a recommendation, it starts an associated flow that walks you through the steps.

 
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