Salesforce's Einstein Next Best Action recommends actions to employees or customers based on business rules and predictive scores. Define recommendation types, add them to strategies with rules, embed the component in Salesforce or external pages, and track accepts or rejects. A service agent might offer a discount based on customer data.
In this video, we'll explore how you can use Salesforce Einstein to make recommendations to your employees or customers. With Einstein Next Best Action, anyone can deliver optimal recommendations at the point of maximum impact. For example, you can recommend the most relevant add on offer or perfect troubleshooting solution.
Let's get started. First, choose the type of recommendations to share with your employees or customers, such as an enticing offer or discount. Now that you've defined your recommendations, incorporate them into action strategies. Just add your recommendations and any business rules for how they should be displayed. Then integrate all of your sources of insight, both internal and external, into your action strategy. For example, you can integrate a likelihood to a trit prediction built with Einstein Prediction Builder. Now you can embed the Einstein Next Best Action component onto any Salesforce record or external page, making it easy for employees and customers to get recommendations where they need them most. And finally, take action on your recommendations. Once a recommendation is displayed, it can either be accepted or rejected. Here we see a service agent accepting the recommendation to offer a discount to a customer who's likely to attrit, and because it's connected to a lightning flow, the offer will be sent quickly.
With Einstein Next Best Action, it's easy to deliver optimal recommendations to your employees or customers. See what else Einstein can do for you, discover hidden insights, predict future outcomes, recommend the best action and automate processes with Salesforce Einstein. Explore einstein next best action at trailhead.
