The Einstein Next Best Action feature in Salesforce is a robust system with prompts and efficient interaction for records in your Salesforce system. The application appears to be as vast as your imagination and salesforce

Identifying and Updating Overdue Opps

In the example below I developed a way to produce a banner which launches into a screen flow to quickly identify and update those Opportunities. While this particular example is fairly simple, it showcases a bit of what’s possible through Recommendations and Next Best Action in Salesforce.

When the user clicks “Yes, I’ll update now”. They are brought to the flow screen below where they select the Opportunity they’d like to update the Stage/Close Date.

After the update the next best action window will display the card again if the filter criteria finds another record. In this case any open Opps related to the current Account that have a Close Date less than the current date.

Above is the Recommendation Strategy which provides the logic for the Next Best Action. Below is the Screen Flow that will launch if the Recommendation is accepted.

Below is the Recommendation record powering this whole process

In total there are 4 pieces to make the Next Best Action viable:

• Screen Flow
• Recommendation Strategy Flow
• Recommendation Record
• Einstein Next Best Action lightning component

An alternative version of this would be a home page component with the current user as the recordId to query the Opps needing an update.