Salesforce Platform: Einstein Next Best Action | Expert Coaching скачать в хорошем качестве

Salesforce Platform: Einstein Next Best Action | Expert Coaching

Bring AI-powered recommendations into every workflow or interaction with Einstein Next Best Action. In this video, we’ll provide an overview of Einstein Next Best Action and show you the simple five-step process for setting it up. In the demo, we'll see how Einstein Next Best Action works in concert with Salesforce Flow and Recommendation Builder to create workflows for employees or customers. We'll also include expert recommendations for implementation and next steps. For additional resources and information mentioned in this video, or to sign up for an individual follow-up session (available to Premier and Signature Success Plan customers), click here: https://cs.salesforce.com/portraits/a... 0:00 Intro and Overview 0:19 Intro to Einstein Next Best Action 2:32 Preparing for Next Best Action 3:14 5 Steps to Set Up Next Best Action 3:51 Demo: How it Works 5:18 Demo: Next Best Action Components 5:53 Demo: Flow Recommendation Strategy 7:26 Demo: Recommendation Record 8:25 Demo: Action Flow 9:44 Recap and Next Steps #Salesforce #ExpertCoaching #SalesforcePlatform #SalesforceSupport #SalesforceHowTo #Accelerator #ExpertCoachingVideo Get Started: Platform: Einstein Next Best Action Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.