Back to Course

Get Smart with Salesforce Einstein

0% Complete
0/0 Steps
  1. Get Started with Einstein
    7 Topics
  2. Learn About Einstein Out-Of-The-Box Applications
    7 Topics
  3. Responsible Creation of Artificial Intelligence
    Use the Einstein Platform
    9 Topics
  4. Understand the Ethical Use of Technology
    8 Topics
  5. Learn the Basics of Artificial Intelligence
    5 Topics
  6. Recognize Bias in Artificial Intelligence
    6 Topics
  7. Einstein Bots Basics
    Remove Bias from Your Data and Algorithms
    6 Topics
  8. Learn About Einstein Bots
    6 Topics
  9. Plan Your Bot Content
    4 Topics
  10. Einstein Next Best Action
    Learn the Prerequisites and Enable Einstein Bots
    3 Topics
  11. Get Started with Einstein Next Best Action
    9 Topics
  12. Sales Cloud Einstein
    Understand How Einstein Next Best Action Works
    7 Topics
  13. Increase Sales Productivity
    5 Topics
  14. Automate Sales Activities
    5 Topics
  15. Target the Best Leads
    3 Topics
  16. Close More Deals
    6 Topics
  17. Connect with Your Customers and Create New Business
    4 Topics
  18. Sales Cloud Einstein Rollout Strategies
    Improve Sales Predictions
    4 Topics
  19. Use AI to Improve Sales
  20. Start with a Plan
  21. Set Goals and Priorities
  22. Get Ready for Einstein
  23. Quick Start: Einstein Prediction Builder
    Start Using Sales Cloud Einstein
  24. Sign Up for an Einstein Prediction Builder Trailhead Playground
  25. Create a Formula Field to Predict
  26. Enrich Your Prediction
  27. Build a Prediction
  28. Quick Start: Einstein Image Classification
    Create a List View for Your Predictions
  29. Get an Einstein Platform Services Account
  30. Get the Code
  31. Create a Remote Site
  32. Create the Apex Classes
  33. Einstein Intent API Basics
    Create the Visualforce Page
  34. Get Started with Einstein Language
  35. Set Up Your Environment
  36. Create the Dataset
  37. Train the Dataset and Create a Model
  38. Put Predictions into Action with Next Best Action
    Use the Model to Make a Prediction
  39. Learn the Basics and Set Up a Custom Playground
  40. Define and Build a Prediction
  41. Customize Your Contact and List Displays
  42. Create Recommendations for Einstein Next Best Action
  43. Create a Next Best Action Strategy
  44. Add Next Best Action to Your Contacts
  45. Salesforce Einstein Basics
    Get Started with Einstein
Lesson 11, Topic 4
In Progress

Better Recommendations with Einstein Next Best Action

Abhishek October 12, 2021
Lesson Progress
0% Complete

To lead the market, you need a unified hub for your sources of insight—an all-seeing eye across Sales, Service, Marketing, and other revenue-driving departments. You need clear decisioning on what to recommend, when, and on which channels—and Einstein Next Best Action offers just that.

Imagine you’re an agent for a telecommunications company. You get a call from one of your long-time customers, Anna Van Loan, and pull up her contact page. You answer her question and log the update on the contact page. But before you hang up, on the right-hand side of your contact page, you notice an embedded Einstein Prediction Builder component saying Anna has a high likelihood of attrition. Because of that prediction, you see another component for Einstein Next Best Action that recommends setting her up on the auto-renew plan. You then ask if she’s interested in the auto-renew plan because it can save her 20% off her phone bill each month. Anna is ecstatic and immediately accepts. You click Accept on the recommendation, sending a confirmation to Anna’s email. She accepts and is set up with the auto-renew plan. You verify this by reloading her contact page, and the Auto-Renew field is automatically checked.

Congrats, you just made a customer much happier and kept her business!

Auto-Renew field