Einstein Next Best Action: Setup On-the-Fly Recommendations
This is the next video in our Einstein Next Best Action series. We will explore how to setup on-the-fly recommendations in Einstein Next Best Action for your users. These types of recommendations are useful when you need to dynamically generate a set of recommendations based on a list of records you query. They also allow you to dynamically set the button labels and recommendation descriptions based on data from the list of records you queried.
Blu Tiger Academy Video - Einstein Next Best Action - Pre-Defined Recommendations - • Einstein Next Best Action: Setup Predefine... - this is the first video in the series. We will build upon the Recommendation Strategy flow from this video and add the on-the-fly recommendations.
Query to run in Developer Console: Select Id, ContentAssetId, Title from ContentDocument where Id = 'ContentDocumentIdhere'
Salesforce Resources: https://help.salesforce.com/s/article...
CHAPTERS:
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0:00 Intro
0:33 Define scenario - recommend products to user
1:29 Create Screen Flows for Adding Products
9:48 Update Recommendation Strategy Flow
17:14 Add On the Fly Recommendations to Flow
19:08 How to Upload Asset File for Image
19:30 How to Query ContentAssetId for ImageId
20:19 This is what happens when you hard code ids
20:51 Setup Custom Metadata Type for ContentAssetId
25:00 Test Product Recommendation from Opp for Consulting
26:08 Cloning Montage for Support Services
27:45 Add Record to Custom Metadata Type for Support Services
29:25 Results from Testing - Make sure to activate Flow
29:58 Test Product Recommendation from Opp for Support Service
30:34 Wrap-up
Music:
Song:
Cold Dead Hands
Panic Attack
Doo Wop ish
Behind the Line
Bring My Friends (Instrumental Version)
Hyena
On A Whim
On the Trail
The Bayou
All Songs By: Tigerblood Jewel on Epidemic Sound
About the Moderator: Cheryl Fernandes is a certified Salesforce Architect with 12 years of experience working on the Salesforce platform with a focus in the insurance and financial services industries. Despite not having an IT background, Cheryl found herself becoming the accidental admin at her previous company, and it turned out to be a life-changing opportunity.
Fueled by her passion for Salesforce and the remarkable transformations it can bring, Cheryl took a leap of faith 7 years ago and started her own consultancy, Blu Ninjas. As a registered Salesforce partner, she has been providing exceptional services and solutions to clients, while continuously honing her expertise in the Salesforce ecosystem.
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