Next Best Actions and Recommendation using Flow Strategy Builder

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Күн бұрын

Link to install the datatable component: unofficialsf.com/datatable-li...
Follow the guidelines on the installation, you will need base flow packs installed prior to this.
Link to the salesforce licensing: help.salesforce.com/s/article...

Пікірлер: 13

@santoshkyatanavar2565 9 ай бұрын

Good content and something new😊

@mikepan9322 10 ай бұрын

Thanks for sharing.

@cpqhours 8 ай бұрын

Nice explanation

@poorvysharma6472 3 ай бұрын

you just cleared my blocker :) thank you

@PratimaShri 3 ай бұрын

Happy to help!

@jacopozandona4315 Ай бұрын

Grazie from Italy !!!!

@user-vn5gk4pb4i 8 ай бұрын

Thank you so much for conducting this video and providing this overview. What does it normally take to define, develop, deploy a simple NBA?

@PratimaShri 8 ай бұрын

Thank you! I think 2 main things to focus on define use cases and data. Does Salesforce has all the data needed to recommend an NBA, can the data be gotten into Salesforce to power the NBAs, etc.. and all of this is driven by use cases. So Intervieing end users and power users on what is something they do for every opportunity that could be recommended? How can we remove the thinking and remind users to take actions without them having to remember If you know the business well then you are already ahead, start with small use cases and POC and then demo that to the group, get feedback and iterate

@user-nu1hh7jv7y 10 ай бұрын

Thanks for sharing! Amazing idea! I have an issue with displaying the record values when choosing 'update opportunity'. I tested it in debug mode several times, flow seems to work well. When I try to retrieve the data on Lightning Page (Account) it tells me "The table has currently no data to display" which is not true as I have several Opps open, in different stages. Any idea what might be causing this? I've been going round in circles. Thank you @Pratima!

@PratimaShri 10 ай бұрын

Are you using recordId variable to pass the account id and query the opportunity?

@shajjj455 9 ай бұрын

Do you have flow course for sale? Looking for more of your content on flows other than your older videos on flows

@deepakwadar4204 7 ай бұрын

Hi Pratima, Hope you are doing well. Q. How to achieve Product Recommendations to the user using salesforce flow. There are few questions going to ask user through the survey on that basis he will get product suggestions. After getting survey answer we will match those answers with another integration, and we will suggest product to the user. This recommendation flow will work for this requirement? Please guide me on this.