--- schema_version: "1" id: 0024a0644f5941d017eb6539154db8a38ada6c208f39eeb1a16b1bb1610710a0 title: Einstein Next Best Actions Considerations collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/nba_considerations.md canonical_url: https://help.salesforce.com/s/articleView?id=platform.nba_considerations.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 7805cc964ee0b078a10acb1c3a824a6a52bc82235d193657927132b9f828d8cf description: Keep these considerations in mind when working with strategies and recommendations. products: - Flow Builder - Salesforce Platform release: "264" --- # Einstein Next Best Actions Considerations Keep these considerations in mind when working with strategies and recommendations. ### Required Editions
View supported editions for Next Best Action.
Einstein Next Best Action relies on flows, recommendations, strategies, and components, and has standard objects for reporting. ## Flows - Flow requirements: All Recommendation objects must reference a flow. Without any flows, you can't show a recommendation. - Active flow requirements: Strategies only load recommendations with active flows. - REST API execution context: When you start a flow by using REST API, it runs in the context of the authenticated user. The running user's profile and permission sets determine the object permissions and field-level access of the flow. Create a profile and permission sets for users who run the flow. ## Recommendations - Custom category fields: Consider adding a custom category field to the recommendation object and layout. A category field gives you more control when loading, sorting, and filtering recommendations, and more options when creating flows. - Recommendation labels: Create names, descriptions, acceptance labels, and rejection labels that are appropriate for your intended audience. - Duplicate names: Reusing a recommendation name creates a recommendation instead of overwriting the existing one. Duplicated names can cause strategies to show duplicate recommendations to customers. - Flow status visibility: All flows, both inactive and active, display in the Action dropdown list. After you save your recommendation, you can see if the flow is active. - Inactive flow references: You can create a recommendation that references an inactive flow, but no strategy loads it until you activate the flow. ## Strategies - Recommendation requirements: All strategies require at least one recommendation. - Loading recommendations: In Flow Builder, you can load and filter the records of a Recommendation object, or load and filter the records of any object and convert them into recommendations at the end of the strategy by using the Recommendation Assignment element. - Limit Repetitions element: Use the Limit Repetitions element in Flow Builder to hide a recommendation from all users after they respond more than a defined number of times within a defined number of days. For limit repetitions to work, recommendations must have a unique record ID. - Subflow support: Recommendation Strategy flows don't support calling subflows. ## Tracking and Reporting Reactions - Custom report types: When you create strategies in Flow Builder, create custom report types by using the Recommendation Strategy Metrics and Recommendation Responses primary objects. - Unique record ID requirement: When you create reports from the Recommendation Reactions primary object, recommendations must have a unique record ID to show the recommendation source name and ID correctly for limit reoffers. ``` Rights of ALBERT EINSTEIN are used with permission of The Hebrew University of Jerusalem. Represented exclusively by Greenlight. ``` #### See Also - [Suggest Options with Recommendation Strategies](https://help.salesforce.com/s/articleView?id=platform.einstein_next_best_action.htm&release=264.0.0&type=5 "Use Einstein Next Best Action to deliver tailored recommendations at the right moment. Define strategies that apply your business logic to surface a few high-value offers such as repairs, discounts, or add-on services. Present the final recommendations in your Automation Lightning app or Experience Builder site.") - [Write a Strategy Builder Expression](https://help.salesforce.com/s/articleView?id=platform.nba_strategy_expressions.htm&release=264.0.0&type=5 "Create unique expressions using logic from the Salesforce expression builder to filter recommendations, select or deselect branches, and determine which recommendations are available for consideration in a strategy.") - [_Apex Reference Guide_: NextBestAction Class](https://developer.salesforce.com/docs/atlas.en-us.apexref.meta/apexref/apex_ConnectAPI_NextBestAction_static_methods.htm#apex_ConnectAPI_NextBestAction_static_methods)