---
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title: Get Started with Einstein Next Best Action
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/nba_implementation_checklist.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.nba_implementation_checklist.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f92208d5916a35cc004964eda197c563f1ffec7dc0123bf4834a1913851fb4fe
description: 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.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# 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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=platform.nba_ref_editions.htm&amp;release=264.0.0&amp;type=5" title="Learn about the editions and user interfaces that support Next Best Action.">View supported editions for Next Best Action</a>.</td></tr></tbody></table>

Einstein Next Best Action is a solution that uses flows, strategies, and the Recommendation object to recommend actions to users. You can display these recommendations on many different types of pages, including Lightning pages in your Salesforce org, Experience Cloud sites, or external sites.

![A record page with the Einstein Next Best Action component displaying a recommendation.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/next_best_action/nba_record_page.png)

Recommendations are displayed to users with the option to accept or reject the recommended action. Each recommendation contains an image, important text values such as button text and a description, and an assigned flow that runs when a user responds. They can be stored and referenced in the Recommendation standard object, or they can be manually assembled when building a strategy.

Strategies determine which recommendations to display to users, based on your data and business processes. When you set up Einstein Next Best Action on a page, you assign a strategy to that location, which then defines the recommendations that appear there.

You can control which recommendations are displayed in any situation, even if your org has a large number of recommendation records. Strategies can filter recommendations based on any available value, including recommendation fields, fields related to the running user, and fields related to the record that’s currently displayed.

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_important.png)

Important In Flow Builder, you define which recommendations are displayed by making sure that they’re in the outputRecommendations collection variable at the end of the flow.

1. Plan Your Recommendations and Automation
    
    Decide where the recommendation appears, who it appears to, and the conditions in which it appears. Create a plan for the automation that you want to run when a user accepts the recommendation.
2. Read [Build a Flow](https://help.salesforce.com/s/articleView?id=platform.flow_build.htm&release=264.0.0&type=5 "After you model the process that you want to automate, design and build the flow in Flow Builder.")
    
    In Flow Builder, design and build the flow that runs when a user [accepts or rejects](https://help.salesforce.com/s/articleView?id=platform.nba_launch_flow_accepts_rejects.htm&release=264.0.0&type=5 "Each recommendation is associated with a single flow. By default, Next Best Action launches a flow when a user accepts a recommendation. The flow then performs an action, such as updating a case or sending an email. But you can also launch a flow when a user rejects a recommendation, which gives you more flexibility. For example, a flow could run an automated process, write to another system, or create a reminder email when a recommendation is rejected.") the recommendation. You can assign only screen flows and autolaunched flows to a recommendation. If an inactive or invalid flow is assigned, the recommendation isn’t displayed to users.
3. Create Recommendations
    
    Recommendations are standard Salesforce records, similar to accounts and contacts. To create recommendations, you can:
    
    - [Create recommendation records](https://help.salesforce.com/s/articleView?id=platform.nba_recommendations_app.htm&release=264.0.0&type=5 "Create offers or actions to recommend to users using Einstein Next Best Action. Recommendations are standard Salesforce records, similar to accounts and contacts, that are processed by strategies and associated with flows. Strategies determine which recommendation records are surfaced using business rules, predictive models, and other data sources. The result of this process is context-specific recommendations that you present to your users.") on the Recommendation object.
    - Build recommendations from other data when creating your strategy. In Flow Builder, use the [Recommendation Assignment](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_recommendation_assignment.htm&release=264.0.0&type=5 "Generate Einstein Next Best Action recommendations by combining data from records in the recommendation object, records in other objects, values in collections, and manually entered values.") element or a custom Apex invocable action.
    - Generate recommendations automatically through AI with [Einstein Recommendation Builder](https://help.salesforce.com/s/articleView?id=sales.custom_ai_recommendation_builder.htm&language=en_US).
4. Create a Strategy
    
    After you create a flow and make a plan for your recommendation records, use Flow Builder to create your strategy.
    
    To build a strategy in Flow Builder, follow these steps.
    
    1. Go to the Flows page in Setup, and click New Flow.
    2. Select **Use a Template**, and then click**Next**.
    3. Select the **Recommendation Strategy** flow type, and then click **Create**.
    4. To retrieve data from Salesforce records, such as the Recommendations object or an object related to the currently displayed record, add [Get Records](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_data_get.htm&release=264.0.0&type=5 "The Get Records element finds all Salesforce or Marketing Object records that meet the filter and sort conditions and stores values from the retrieved records in variables. You can retrieve Salesforce standard and custom object records, or Marketing Object records, by using the Get Records element.") elements. To filter which recommendations are stored in the element’s collection, use condition requirements in the Get Records element. Or you can build recommendations from other data with the [Recommendation Assignment](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_recommendation_assignment.htm&release=264.0.0&type=5 "Generate Einstein Next Best Action recommendations by combining data from records in the recommendation object, records in other objects, values in collections, and manually entered values.") element or a custom Apex invocable action.
    5. To limit the number of recommendations that users see, add logic elements. Use [Collection Sort](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_sort.htm&release=264.0.0&type=5 "Reorder the items within a collection and optionally limit the number of items that remain in the collection after the sort.") and [Collection Filter](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_filter.htm&release=264.0.0&type=5 "Apply criteria to a collection, and then output a new collection that contains only the items that meet the criteria.") elements to arrange and reduce the recommendations from the Get Records collection. If needed, you can also add other Flow elements such as [Decision](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_decision.htm&release=264.0.0&type=5 "Evaluate a set of conditions, and route users through the flow based on the outcomes of those conditions. This element performs the equivalent of an if-then statement.") and [Loop](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_loop.htm&release=264.0.0&type=5 "Start a loop path for iterating over items in a collection variable. For each iteration, the flow temporarily stores the item in the loop variable. To run actions on each item’s field values, use other elements in the loop.") to create more complex, branching logic.
    6. To set recommendations in the outputRecommendations collection, add the [Assignment](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_assignment.htm&release=264.0.0&type=5 "Set values in variables, including collection variables, record variables, record collection variables, and global variables.") element. When running a strategy built in Flow Builder, Einstein Next Best Action displays only recommendation records in the outputRecommendations collection.
5. Read [Display Next Best Actions](https://help.salesforce.com/s/articleView?id=platform.nba_admin_using_strategies.htm&release=264.0.0&type=5 "After creating a strategy, choose a page to run your strategy and display your recommendations. You can use a Lightning record page, an app’s home page, an Experience Cloud site page, a Visualforce page, or an external site, depending on where you want recommendations to appear.")
    
    After creating a strategy, choose a page to run your strategy and display your recommendations. You can use a Lightning record page, an app’s home page, an Experience Cloud site page, a Visualforce page, or an external site, depending on where you want recommendations to appear.
    
    - [Einstein Next Best Action Component](https://help.salesforce.com/s/articleView?id=platform.nba_lab_cmp.htm&release=264.0.0&type=5 "Einstein Next Best Action uses strategies that apply your org’s business rules to display context-sensitive suggested offers and actions on your Lightning record pages.")
        
        Use the Einstein Next Best Action component to display recommendations to users on Experience Cloud sites or most Lightning pages within your Salesforce org, including record pages, home pages, and app pages.

#### See Also

- [Build a Flow](https://help.salesforce.com/s/articleView?id=platform.flow_build.htm&release=264.0.0&type=5 "After you model the process that you want to automate, design and build the flow in Flow Builder.")
- [Create Recommendations](https://help.salesforce.com/s/articleView?id=platform.nba_recommendations_app.htm&release=264.0.0&type=5 "Create offers or actions to recommend to users using Einstein Next Best Action. Recommendations are standard Salesforce records, similar to accounts and contacts, that are processed by strategies and associated with flows. Strategies determine which recommendation records are surfaced using business rules, predictive models, and other data sources. The result of this process is context-specific recommendations that you present to your users.")
- [Strategy Builder Strategies](https://help.salesforce.com/s/articleView?id=platform.nba_building_strategy_builder_strategy.htm&release=264.0.0&type=5 "You can create strategies for Einstein Next Best Action using Strategy Builder or Flow Builder. Flow Builder is the recommended method.")
- [Display Recommendations](https://help.salesforce.com/s/articleView?id=platform.nba_admin_using_strategies.htm&release=264.0.0&type=5 "After creating a strategy, choose a page to run your strategy and display your recommendations. You can use a Lightning record page, an app’s home page, an Experience Cloud site page, a Visualforce page, or an external site, depending on where you want recommendations to appear.")
- [Launch a Flow When a Recommendation Is Accepted or Rejected](https://help.salesforce.com/s/articleView?id=platform.nba_launch_flow_accepts_rejects.htm&release=264.0.0&type=5 "Each recommendation is associated with a single flow. By default, Next Best Action launches a flow when a user accepts a recommendation. The flow then performs an action, such as updating a case or sending an email. But you can also launch a flow when a user rejects a recommendation, which gives you more flexibility. For example, a flow could run an automated process, write to another system, or create a reminder email when a recommendation is rejected.")
- [Einstein Next Best Action Component](https://help.salesforce.com/s/articleView?id=platform.nba_lab_cmp.htm&release=264.0.0&type=5 "Einstein Next Best Action uses strategies that apply your org’s business rules to display context-sensitive suggested offers and actions on your Lightning record pages.")
- [Suggested Actions](https://help.salesforce.com/s/articleView?id=experience.rss_suggested_actions_component.htm&language=en_US)