Doria Hamelryk, a Salesforce consultant, presented on how to build strong action plans with Einstein Next Best Action and Flows (no-code). The presentation covered how Next Best Action can unify data sources, intelligently select visual action cards, and automate actions with Flows. It then provided a step-by-step guide on setting up Next Best Action strategies and discussed limitations and enhancements in the Winter '20 release. Resources for additional information included the Salesforce documentation, Trailhead modules, Success community group, and YouTube videos. The presentation concluded by thanking attendees and asking them to provide feedback in an event survey.

1. Algoworks
EINSTEIN NEXT BEST ACTION
Doria HAMELRYK
Salesforce Consultant @Capgemini • 7x Salesforce Certified • Lightning Champion
Casablanca, MA Developers Group Leader • North Africa Dreamin Leader
doria.hamelryk@gmail.com | @doriahamelryk
BUILD STRONG ACTION PLANS FOR YOUR TEAM WITH
EINSTEIN NEXT BEST ACTION & FLOWS (NO-CODE)

2. More insights than ever
Rise of Business Intelligence
1980-2000
Business
Intelligence
2010
Predictive
Models
2018+
Many sources
of insights

3. Sources of insight
At Salesforce & in Partners ecosystem

4. Integration Delivery Activation
How do I incorporate
all my sources of
insight into one view?
How do I propose the
best action to the right
person, at the right
time
How to handle the
given action quickly?
Unify Salesforce and
non-Salesforce data
sources
Intelligent selection of
visual action cards
Automated actions
with Lightning Flows
Increase of Insights
And its challenges

5. #1
• Create
• Automation
#2
• Link
• Recommandation
#3
• Set up
• Strategies
#4
• Display
• Next Best Action
How to set up Einstein Next Best Action
Step by Step

7. Artificial Intelligence
Integration

8. • All orgs receive 5,000 Next Best Action strategy requests per month at no charge.
• Images associated with recommendations aren’t displayed when testing in Strategy Builder.
• After executing a Flow that updates data, NBA are recalculated on these data, but the screen do
not refresh
• No formula editor yet
• Limited to Screen Flows as actions for Recommendations
Limitations
Next Best Action

9. Next Best Action
• Autolaunched Flows now available for recommendations
• Create Strategy Templates and Protect Strategies as Your Intellectual Property
• Undo/Redo function
• Improvement in Strategy Builder setup
• Titles can be displayed in recommendations cards
• Display Recommendations on Your App’s Home Page
Winter ‘20 Release Notes

10. help.salesforce.com
https://help.salesforce.com/articleView?id=einstein_next_best_action.htm
Trailhead
https://trailhead.salesforce.com/content/learn/modules/einstein-next-best-action
Success dedicated Group
https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A0
000004hs1
Youtube (Alex Edelstein)
https://www.youtube.com/watch?v=SW8jHNTTWUg
Next Best Action
Documentation & Help

11. Algoworks
Q & A
BUILD STRONG ACTION PLANS FOR YOUR TEAM WITH
EINSTEIN NEXT BEST ACTION & FLOWS (NO-CODE)
Doria HAMELRYK
Salesforce Consultant @Capgemini • 7x Salesforce Certified • Lightning Champion
Casablanca, MA Developers Group Leader • North Africa Dreamin Leader
doria.hamelryk@gmail.com | @doriahamelryk

12. First Salesforce Conference in Africa
Casablanca – 19 October 2019

13. Algoworks
Thank You
Doria HAMELRYK
Salesforce Consultant @Capgemini • 7x Salesforce Certified • Lightning Champion
Casablanca, MA Developers Group Leader • North Africa Dreamin Leader
doria.hamelryk@gmail.com | @doriahamelryk
Remember to tell us what you think in the event survey
www.frenchtouchdreamin.com/survey