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            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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