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Set Up and Maintain Retail Execution
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            Configure the Next Best Action Strategy

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            Configure the Next Best Action Strategy

            Configure a Next Best Action (NBA) strategy to load records from CustomObject, and apply relevant rules to generate strategy scores and reasons.

            Required Editions

            Available in: Professional, Enterprise, and Unlimited editions where Consumer Goods Cloud is enabled.
            User Permissions Needed
            To create or manage action strategies:

            Modify All Data

            OR

            Manage Next Best Action Strategies
            To run an action strategy:

            Run Flows

            OR

            Flow User field enabled on the user detail page

            To generate model-based predictions, load into your NBA strategy the revenue prediction data that you mapped to the Salesforce custom object. Then map the ID of the revenue prediction record to the EDInsightsId field in your map node.

            1. From Setup, in the Quick Find box, enter Next Best Action, and select Next Best Action.
            2. Click New Strategy.
            3. Enter the name and the API name for the strategy.
            4. Click Done.
            5. Drag the Generate element onto the canvas.
              We recommend that you use the Generate element to load the data. Using the Generate element helps overcome the per-transaction limits imposed by the Salesforce governor.
            6. Enter the name and the API name for the element.
            7. If using the Load node, configure these parameters.
              1. Enter the name and the API name for the element.
              2. In the Object field, select either Retail Store or an object that has a foreign key relationship with the Retail Store ID field.
              3. Define the conditions that you want Einstein to consider to recommend visits.
            8. Click Done.
            9. Drag the Map element onto the canvas.
            10. Enter the name and the API name for the element.
            11. Provide these details in the Map Values to Fields section.
              Name Value Type
              ActionReference Enter the API name of the flow that runs this strategy inside double quotes. Text
              StoreID Enter an expression that identifies the relationship between the StoreID field and the object that you selected in the Load element. Text
              Description Enter a description. The description is a required field for the Recommendation object. Text
              Reasons Enter a value that must be populated in the Recommendation Reason field of the AI Visit Recommendation record. To specify multiple reasons, use ampersand (&) after each reason. Text
              EDInsightsId To create a model-based strategy, define the ID column name of the object that contains score and insight for a store and week in which target date lies. Text
            12. Click Done.
            13. Drag the Map element after the Generate element.
            14. Save your work.
              Sales managers and field reps in your org can use this strategy to create visit recommendation requests.

            If you want Einstein to provide visit recommendations for specific stores, use the Filter element.

             
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