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Configure an Einstein Next Best Action Component for a Commerce Reorder Portal

After you set up a Commerce Reorder Portal, configure an Einstein Next Best Action component on the Order record page. Based on a recommendation from this component, a rep can invite a buyer to the portal.

Required Editions

  1. Add the Einstein Next Best Action component to the Order record page.
    1. In the App Launcher, find and select Orders.
    2. Open an Order record.
    3. Click the Setup icon Setup at the top of the page, and then select Edit Page.
    4. From the Components menu, drag the Einstein Next Best Action component onto the Order Record Page layout in the Activity sidebar.
    5. Use the Order Recommend Reorder flow as Action Strategy input for the component.
    6. Click Save.
      Order Record Page with Einstein Next Best Action component configured in Lighting App Builder.
  2. Enable any missing Field Level Security settings for Order.QuoteId, Order.ContractId, Order.CustomerAuthorizedBy, Quote.ContactId, and Contract.CustomerSignedId. See Field Level Security.
  3. Set External and Internal Organization-Wide Sharing Defaults to private for the Order Summary object.
  4. Invite a buyer to a Commerce Reorder Portal using the Einstein Next Best Action component.
    1. Open an Order record.
    2. From the Einstein Next Best Action component, click Invite to Reorder Portal.
    3. Follow the screen flow steps.

See Also