November 28, 2022
Published By: Maria Maged
A strategy determines when and how to present an Einstein Next Best Action recommendation on a Salesforce Lightning record page. For example, if you want to offer a discount to a subset of customers, create a strategy that collects the appropriate customer records and identifies the discount option to present. To create a strategy, you can use Flow Builder or Strategy Builder. In this blog, we will tackle the Strategy Builder strategies.
Before tackling the Strategy Builder, it is worth mentioning what is Einstein Next Best Action. EinsEinstein'st Best Action is a solution that uses flows, strategies, and the Recommendation object to recommend actions to users. It is very beneficial in the Yes/No Problems in addition to Numerical Problems. You can display these recommendations on many different types of pages, including Lightning pages in your Salesforce org, Experience Cloud sites, or external sites. Einstein's Next Best Action incluEinstein'smain approaches that were mentioned above which are Flow Builder and Strategy Builder.
There are several steps in order to achieve the Next Beto
What is Strategy Builder?
It is a point-click automation tool that works with Einstein Next Best Action to determine which recommendations are surfaced on the record pages.
The Strategy Builder Elements that can be utilized:
Why use Strategy Builder rather than Flow Builder?
There are some features that some features are Builder which are:
To Conclude, using Strategy Builder can be very beneficial as it will aid the user and make it easier to serve their goals. Having a Strategy is fundamental to ensure success.
November 27, 2022
Published By: Abdelrahman Khaled
There are three main ways that metadata can be used in Salesforce Apex to complete the necessary processes: by importing the metadata into Salesforce, by updating it in the product’s interface, or by using the Salesforce metadata API.
Salesforce Metadata API explains how salesforce.com and Force.com development artifacts are structured. With Force.com, you only need to code as opposed to the customary development process of code-compile-package-deploy.What is Salesforce Metadata?
You may assume that metadata and data are the same – they are not.
Hard-coded applications are a thing of the past – configuration is the flair of the season.
Organisations need flexible applications that can be tailored to what their business requires, without needing high-level programming skills. Metadata is what transforms Salesforce from a simple database into an entire platform – that’s why Salesforce metadata is so powerful.Salesforce Metadata API is used to manage our application customisation programatically as well as export and migrate meta data. Force.com Migration tools uses Metadata API to retrieve and modify our organisation structure. Salesforce.com has made this asynchronous API available to users so that you can build your own client applications on top of it.