Next Best Action trigger handlers and user access setup
Key Takeaway
Next Best Action needs two trigger handlers turned on in Trigger Handler Administration. TerrAcctRcmdActionSharingHandler shares recommendations by territory. TerrAccRcmActStatusUpdateHandle associates a visit created from a recommendation with that recommendation and updates the recommendation's status.
Life Sciences Next Best Action shows field users recommended actions in a component. From each recommendation, users can create a visit or send an email directly. Before it works, a consultant turns on two trigger handlers. One shares recommendations by territory, and the other keeps their status in sync. The consultant also gives users the Apex class access and the permission sets they need to see and act on recommendations.
What the Next Best Action component shows
The Next Best Action component shows field users their recommended actions by displaying Territory Account Recommended Action records. You supply these records in one of two ways: create them manually, or integrate your own recommendation model that creates them automatically.
Only accessible and active Territory Account Recommended Action records appear in the component. If a user can't access a recommendation, or the recommendation isn't active, the recommendation won't show.
From each recommendation, users can create a visit or send an email. The actions offered from a recommendation depend on related features. Visit Management must be configured so users can create visits. Emails and Templates must be configured so users can send Life Sciences email records.