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Einstein Next Best Action (NBA)

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Einstein Next Best Action

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Einstein Next Best Action (NBA)

  1. 1. Salesforce Apex Hours Einstein Next Best Action The Other NBA #SalesforceApexHours Speaker :- Daniel Peter(Salesforce MVP), Amit Chaudhary Date :- Saturday, FEB 16, 2019 10:00 AM EST (8:30 PM IST) Venue/Link :- https://zoom.us/j/847916414
  2. 2. Who am I ? Amit Chaudhary • Active on Salesforce Developer Community • Blogging at http://amitsalesforce.blogspot.in/ • Co-Organizer of :- FarmingtonHillsSFDCDug • Salesforce MVP
  3. 3. Our Speaker Daniel Peter • 2x Salesforce MVP • 25x Salesforce Certified • Salesforce Practice Lead, Robots & Pencils • Bay Area Salesforce Dev Group • @danieljpeter
  4. 4. Einstein Next Best Action is not AI. But it is still incredible. And you will see how easily you can customize it to power it with any AI of your choice.
  5. 5. Terminology Strategy Builder UI for managing the overall loading, filter and branching logic of the recommendations. Recommendations A new standard object in Salesforce. Text, an image, custom fields. Action strategies Determine which recommendations you show. You build these with Strategy Builder. Screen flow Built with lightning flow builder, this is how you execute the recommendation.
  6. 6. Demo
  7. 7. Tips 1 strategy per object 5,000 Next Best Action strategy requests per month at no charge. Image size for recommendations 1000 x 380 recommended by salesforce 1000 x 450 seemed to look better on desktop to me
  8. 8. Tips Writing formulas in strategy builder. No formula editor! (yet?) Write the formula in a “scratch” formula field, copy and paste into strategy builder.
  9. 9. Tips Writing formulas in strategy builder. Add “$Record.” before the field name when you paste
  10. 10. Tips Writing formulas in strategy builder. CONTAINS($Record.Subject, 'beer') || CONTAINS($Record.Subject, 'thirsty')
  11. 11. It’s called Einstein. How do you get the AI? It’s all about the custom Action Strategies! 1) Create a connection to invocable Apex in Strategy Builder. Call any prediction service. 2) Run predictions on any fields on the object, write the predicted values, and reference these values in your filter expression in Strategy Builder. Batch Apex, Aysnc Apex, Prediction Builder! 3) Combination of human intelligence (rules) + AI if you want
  12. 12. Issues Dynamic screen flows launched from recommendations Can’t seem to get the recommendation Id of the recommendation launching the flow. Can only get the parent record such as Case Id. This means you would have to make different screen flows for different recommendations if you wanted them to do custom things for each recommendation. Hopefully someone will solve this (Salesforce?)
  13. 13. Packaging / Metadata / Backend https://developer.salesforce.com/docs/metadata-coverage Custom fields on Recommendation object not available for managed package. Can retrieve / deploy, data load. Strategies not available for managed package https://developer.salesforce.com/docs/atlas.en- us.api_meta.meta/api_meta/meta_recommendationstrategy.htm Can query via tooling API: SELECT Id, fullName FROM RecommendationStrategy Flows are packageable Chatter API: https://developer.salesforce.com/docs/atlas.en- us.chatterapi.meta/chatterapi/connect_resources_nba_resources.htm
  14. 14. Docs Einstein Next Best Action Docs https://help.salesforce.com/articleView?id=einstein_next_best_action.htm Strategy Builder https://help.salesforce.com/articleView?id=nba_strategy_builder_tour.htm&type=5 NBA expressions https://help.salesforce.com/articleView?id=nba_strategy_expressions.htm https://help.salesforce.com/articleView?id=customize_functions.htm&type=5
  15. 15. Thank you! #SalesforceApexHours

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