Einstein Next Best Action: How to Invoke DocuSign as an Action
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Custom buttons created by the DocuSign for Salesforce app do not work with Einstein Next Best Action because the buttons invoke the DocuSign API via a Visualforce page. If you want your users to have the ability to select an action that allows them to send a document for signature from the Einstein NBA section, you will need to configure a work around. This video assumes you understand how to configure Predefined Recommendations. If you need a tutorial on how to setup Einstein NBA from scratch, check out our resources below.
Blu Tiger Academy Other Video Resources on Einstein Next Best Action:
Einstein Next Best Action - Predefined Recommendations: • Einstein Next Best Action: Setup Predefine...
Einstein Next Best Action - On-the-Fly Recommendations: • Einstein Next Best Action: Setup On-the-Fl...
Einstein Next Best Action - Limit Repetitions: • Einstein Next Best Action: Limit Repetitio...
Einstein Next Best Action Playlist: • Einstein Next Best Action Series
CHAPTERS:
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0:00 Intro
0:24 Review DocuSign Custom Button
1:10 Create Apex Classes
1:50 Create Screen Flow
5:55 Create Recommendation Record
7:28 Update Recommendation Strategy Flow
9:30 Test New DocuSign Action
10:58 Review Limit Repetitions Action & Update Flow
12:26 Update Flow with Decision Element for DocuSign Status
14:30 Wrap-up
Music:
Song: Badeng
By: HATAMITSUNAMI on Epidemic Sound
Song: Magnolia
By: Ryan James Carr on Epidemic Sound
Song: Say It Again (2.0)
By: Chris Shards on Epidemic Sound
Song: Dance Dance (Instrumental Version)
By: Psuche on Epidemic Sound
Song: Silly Simon (Instrumental Version)
By: TAGE on Epidemic Sound
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