Create and display offers and actions for your users that are tailored to meet your unique criteria. Develop a strategy that applies your business logic to refine those recommendations. Your strategy distills your
recommendations into a few key suggestions, like a repair, a discount, or an add-on service. Show the final recommendations in your Lightning app or Experience Builder site.
Required Editions
| User Permissions
Needed |
| To open, edit, or create a flow in Flow Builder: |
Manage Flow |
- Supported Editions for Next Best Action
Learn about the editions and user interfaces that support Next Best Action.
- Get Started with Einstein Next Best Action
Just getting started with Einstein Next Best Action? Follow these steps to complete each phase of the Next Best Action setup process, create personalized recommendations for your users, and put decisions into action.
- Einstein Next Best Action Examples
These examples walk you through the process of creating Einstein Next Best Action components.
- Einstein Next Best Actions Considerations
Keep these considerations in mind when working with strategies and recommendations.
- Einstein Next Best Action Entitlements
Einstein Next Best Action has usage-based entitlements. All orgs receive a free monthly allowance of Next Best Action requests. If your usage exceeds your allowance of free monthly requests or any entitlements that you purchase, Salesforce contacts you to discuss additions to your contract. To track your usage, from Setup, navigate to Company Information.
