AdvoLogix supports the addition of your own custom recommendations using the built-in Salesforce Recommendation object and the NBA: Recommendations flow provided in the package. Here’s how you can add them:
1. Create Custom Recommendations
- From the App Launcher, search for and find the Recommendations tab.
- Click the New button to create a new recommendation.
- Fill out the required details:
- Input a Name that will be displayed as the Title in your recommendation.
- Input a short Description.
- [optional] Upload an Image.
- Input an Acceptance Label, which will be displayed as the Accept action button label in your recommendation.
- Select an Action that should be an existing and active Screen Flow within your organization, that will be activated whenever a user activates this recommendation.
- Provide a Rejection Label, which will be displayed as the Accept action button label in your recommendation.
- Select Save.
If the Recommendations tab is not visible in the App Launcher dialog, contact your System Administrator to ensure the tab is visible in your user profile.
2. Customize the AdvoLogix Provided Flow
- Go to Salesforce Setup | Process Automation | Flows.
- Open the NBA: Recommendations flow provided by AdvoLogix.
- Click Save As and save it as a new flow (e.g., "NBA: Custom Recommendations").
- In this custom flow, before the element titled "Output Recommendations", add a Get Records element.
- Set Object as Recommendation.
- Optionally, provide Conditions to filter and find your custom-created Recommendations above.
- Add a Loop element to iterate through the fetched recommendations.
- Inside the loop, use an Assignment element (similar to "Add Recommendation") to add each item to the existing collection variable named recommendations.
- Keep everything intact from this flow as-is and then Save and Activate the custom flow.
- Next, follow the steps in the How to Set Up Einstein Next Best Actions article and choose this custom flow as your Action Strategy flow.