Einstein Next Best Action: Setup On-the-Fly Recommendations
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- Опубліковано 27 лип 2024
- This is the next video in our Einstein Next Best Action series. We will explore how to setup on-the-fly recommendations in Einstein Next Best Action for your users. These types of recommendations are useful when you need to dynamically generate a set of recommendations based on a list of records you query. They also allow you to dynamically set the button labels and recommendation descriptions based on data from the list of records you queried.
Blu Tiger Academy Video - Einstein Next Best Action - Pre-Defined Recommendations - • Einstein Next Best Act... - this is the first video in the series. We will build upon the Recommendation Strategy flow from this video and add the on-the-fly recommendations.
Query to run in Developer Console: Select Id, ContentAssetId, Title from ContentDocument where Id = 'ContentDocumentIdhere'
Salesforce Resources: help.salesforce.com/s/article...
CHAPTERS:
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0:00 Intro
0:33 Define scenario - recommend products to user
1:29 Create Screen Flows for Adding Products
9:48 Update Recommendation Strategy Flow
17:14 Add On the Fly Recommendations to Flow
19:08 How to Upload Asset File for Image
19:30 How to Query ContentAssetId for ImageId
20:19 This is what happens when you hard code ids
20:51 Setup Custom Metadata Type for ContentAssetId
25:00 Test Product Recommendation from Opp for Consulting
26:08 Cloning Montage for Support Services
27:45 Add Record to Custom Metadata Type for Support Services
29:25 Results from Testing - Make sure to activate Flow
29:58 Test Product Recommendation from Opp for Support Service
30:34 Wrap-up
Music:
Song:
Cold Dead Hands
Panic Attack
Doo Wop ish
Behind the Line
Bring My Friends (Instrumental Version)
Hyena
On A Whim
On the Trail
The Bayou
All Songs By: Tigerblood Jewel on Epidemic Sound
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Fueled by her passion for Salesforce and the remarkable transformations it can bring, Cheryl took a leap of faith 7 years ago and started her own consultancy, Blu Ninjas. As a registered Salesforce partner, she has been providing exceptional services and solutions to clients, while continuously honing her expertise in the Salesforce ecosystem.
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Following this exercise is a good way to learn flow too as you used quite a bit of elements in them. Thanks again for the excellent video
You are right! We do have a video coming out that shows you how to build all of the flows we use in these videos from scratch. We appreciate your feedback! 😃
Appreciate the video once again, another great example of features, and how it could help those of us in the trenches get salesforce to work for us!
Thank you for the kind words @kazar54! We appreciate you!
Hello, Very nice video.
What would be the benefit of using Next Best Action instead of a regular screen flow that replicates what recommendations and logic recomendations do?
Thank you! Regular screen flows cannot be used to collect recommendations to show to a user. You have to use the flow type = Recommendation Strategy to query, create or gather the recommendations. These types of flows have a variable called output recommendations. Let me know if this answers your question, I am not sure if I followed exactly what you are asking.
@@BluTigerAcademy Sorry and correct me if I am mistaken. I meant that pretty much all what has been shown regarding NBA and reccomentation can be replicate it by a regular screen flow with a lot of logic behind right?
Im not including the einstein dynamics recomentation part here.
I mean that at the end you can create a screen flow that analyse the record your are in and who is triggered to who that recomendation in specific.
I think I am following you now, let me know, I think, your question is why go through the trouble of setting up Einstein NBA if you can achieve the same things with logic and screen flows. It's a great point. We decided to use it with our customers because it was a nice UI where we could easily control which actions showed to the user, report on their engagement and limit the number of times it shows easily. We were using dynamic actions to show/hide buttons and they were not an obvious step of the workflow for the user because there were other buttons like 'edit', 'clone', etc. We also really liked how much data you can report on around user engagement, which we would have to custom build with a screen flow. If we go the screen flow route and put it on the lightning record page - we would have to figure out how to allow the user to have 4 button choices (that are dynamically shown) and then route the user to the appropriate subflow. It's all possible! I think Einstein NBA gives you a straight forward way to do it without custom code and with some cool features along the way. Let us know what you think.
That's exactly what I wanted to read.
Thank you very much for your answer and videos.