Giving timely advice with Einstein Next Best Action
In this section, we will cover Einstein Next Best Action, which, technically speaking, is a framework for making in-context recommendations for record-related actions in Salesforce. That means based on a strategy and the properties of a record, you can give customized recommendations.
In the next two sections, we will first give an overview of the feature and then move on to a simple hands-on example.
Overview of Einstein Next Best Action
Einstein Next Best Action is best thought of as a framework for providing in-context action recommendations on Salesforce record pages using a highly configurable recommendation engine. Typical use cases include the ability for customer service agents to give special offers, upsell, or cross-sell options to customer's when they have them on the phone, but it can also be used, for instance, to ensure data quality by prompting field inspection or to suggest actions that may lead to the...
