Salesforce Einstein Next Best Action & Strategy Builder

Get Started with Salesforce Einstein Next Best Action. Create Recommendations & Strategy with Einstein Next Best Action

4.80 (10 reviews)
Udemy
platform
English
language
Other
category
instructor
Salesforce Einstein Next Best Action & Strategy Builder
117
students
2 hours
content
Oct 2023
last update
$54.99
regular price

What you will learn

Get Started with Einstein Next Best Action

Understand How Einstein Next Best Action Works

Recommend offers and actions

Create Recommendations for Einstein Next Best Action

Create a Next Best Action Strategy

Create Flows

Publish Strategy on record page

Test your Strategy

Why take this course?

Introducing the Salesforce Einstein Next Best Action & Strategy Builder

Display the right recommendations to the right people at the right time with Einstein Next Best Action. With Salesforce Einstein Next Best Action you display offers and actions for your users that are tailored to meet your business's unique criteria.
Create Strategies that apply your business logic to refine those recommendations and show them on your record pages in Salesforce.

Using Salesforce Strategy builder's point-and-click interface you can create recommendations for your users.


The course will take you through various concepts and possible scenarios to teach you how to create a recommendation from scratch through simple point-and-click method. The course is for absolute beginners who are looking to expand their knowledge and start their Einstein Next best action journey.


After completing this course, you'll be able to:

  • Create Recommendations.

  • Create Strategies using Strategy Builder.

  • Add an Image to your recommendations.

  • Debug your strategies.

  • Use Strategy builder elements.

  • Tracking and Reporting Reactions on Recommendations.

  • Create flows to automate recommendation actions.


The course is made very concisely keeping in mind that all the basic information regarding Salesforce Einstein Next Best Action & Strategy Builder is covered. The course Salesforce Einstein Next Best Action & Strategy Builder will help in creating context-specific recommendations to your users. recommendations on the Salesforce platform. This course is not a power-point presentation but a complete hands -on so you can learn by doing. Feel free to connect with me if you have any queries.


Happy Learning!!

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4506804
udemy ID
1/21/2022
course created date
4/23/2022
course indexed date
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