Create a Visit Recommendation Next Best Action Strategy
Create a visit recommendation strategy that allows Einstein to provide visit
recommendations. First, create a flow because a strategy is run using an active flow. When sales
managers and field reps create a visit recommendation request, they select a strategy that’s used
to create recommendations.
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
Prerequisites Irrespective of whether you use external data or data from the Consumer Goods cloud schema, configure the required objects before you use the templates to load the data and generate predictions.
Configure Your Calendar Dataset (Optional) You can configure the default calendar dataset to match your business calendar. Consider a scenario in which your business defines calendar data that is different from the default dataset. For example, the financial year of your business is between November and October, instead of the typical calendar year from April to March. Or, your business week starts from Thursday instead of Monday. Or, you have only four working days in a business week. In any of these scenarios, you can adjust the default dataset to reflect the changes that your business requires.
Create Apps by Using Prebuilt Templates Templates help you create a custom app with the fields and data based on which you want to develop your prediction model. The app templates for Consumer Goods let you sync external point-of-sales data, and consume the data to generate training or scoring datasets and predict revenue uplift. Or, you can use the template deployment wizard to create an app with custom fields. The app then deploys prebuilt recipes and creates an Einstein Discovery model.
Update the Prediction Data in Salesforce Org Use Einstein Discovery predictions to generate visit recommendations. You can do so by creating an output connection to map the predictions to your Salesforce org, and then creating a recipe that writes the revenue prediction data in the output connection. The output node in the recipe contains the output connector, a custom object, and the mapping from the dataset to the Salesforce object.
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.
View Model-Based Visit Recommendation As a Sales Manager, create a visit recommendation and map the recommendation strategy to the Next Best Action (NBA) strategy that loads the model-based prediction data. When you trigger this request to generate visit recommendations for the store and date range, Salesforce runs the NBA strategy for each date during the specified interval and generates recommendations accordingly.
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