Einstein Next Best Action: Report on Recommendation Usage Metrics

Welcome to the next video in the Einstein Next Best Action series. In this video, we will learn how to create custom reports that will show us metrics on how users are engaging (or not engaging) with your recommendations in Einstein Next Best Action.
We will cover the following:
• The differences between the Recommendation objects in Salesforce and which ones are related to Einstein NBA
• How to create a custom report type
• How to see which recommendations users are accepting or declining
• How to report on which users are using Einstein NBA the most
• How to report on which recommendations are used the most
These metrics are the key to understanding what is helpful and what is not for your users. You can even see which record the user was on when they engaged with the recommendation.
Salesforce Resources:
help.salesforce.com/s/article...
help.salesforce.com/s/article...
UnofficialSF Resources:
unofficialsf.com/reporting-an...
docs.google.com/presentation/...
CHAPTERS:
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0:00 Intro
0:22 Create Custom Report Types
2:47 Create Report on Recommendation Responses
4:27 Create Report on Recommendation Strategy Metrics
5:54 Create an Einstein Next Best Action Dashboard
11:12 Wrap-up
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[@user-xd7oj4uk4y]

Hello! Thanks for the video!
I have a doubt that you may have faced when using NBA,
We've seen that our NBA request are being counted when no recommendations are returned ( and counted as "no recommendation returned" in the recommendation metrics report) and we are hiding the component when this happens as well.
Is that normal? Is there any way to stop this behaviour? Cause it doesn't feels right to consume request when nothing is showing.
Anyway! Thanks for all your content. It's been very helpful.

[@BluTigerAcademy]

Thank you for the kind words so glad you are finding our channel helpful! We have seen this as well. I believe the intent is to provide reporting on how often no recommendations are found in case this indicates the need for you to modify the criteria for showing the recommendations. Some people may find this helpful if they want a recommendation to show all of the time. Also I don't think it counts as a request in your consumption metrics on the company information page. Are you finding that it does?

[@user-xd7oj4uk4y]

@@BluTigerAcademy Hello! yeah definetely does.
We have nearly the same result on total recommendations served and company information amount NBA used.
We have opened a ticket already to see if it's intentional.

[@BluTigerAcademy]

@@user-xd7oj4uk4y Very interesting. Let us know what you find out!

[@user-xd7oj4uk4y]

@@BluTigerAcademy It is intentional!, so its a bit sad ngl