Create Next Best Action Strategy
sf_create_next_best_actionCreate a Salesforce Next Best Action strategy that defines contextual recommendations with accept/decline actions for use on record pages, communities, and chatbots.
Instructions
Creates a Next Best Action (NBA) recommendation strategy (RecommendationStrategy metadata type). NBA strategies surface contextual recommendations to agents and customers on record pages, communities, and chatbots.
A strategy defines:
contextObjectApiName: the record type that provides context (e.g. 'Account', 'Case', 'Opportunity')
recommendations: a list of actions the agent can offer, each with Accept/Decline buttons and an optional Flow to execute on acceptance
NBA strategies can be displayed via:
Einstein Next Best Action component on a Lightning Record Page
OmniScripts and FlexCards
Service Console
After creating, add the "Einstein Next Best Action" Lightning component to a record page and configure it to use this strategy.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| label | Yes | Strategy display label | |
| description | No | Strategy description | |
| strategyName | Yes | Strategy API name | |
| recommendations | No | Recommendation definitions | |
| contextObjectApiName | No | Object that provides context, e.g. 'Account', 'Case' |