Next Best Action recommendation records and data sources
Key Takeaway
The Next Best Action component shows only Territory Account Recommended Action records, and only the active ones that the rep can access.
Life Sciences Next Best Action suggests timely actions to field sales reps on a weekly basis, such as visits and emails. Every recommendation it displays is a Territory Account Recommended Action record. You create those records manually or through your own recommendation model. Setup also covers record sharing, the features reps use to act on a recommendation, Planner settings, and Apex class access.
The Next Best family
Next Best Action is one of three members of the Next Best intelligent family. Each member suggests something different.
| What it does | |
|---|---|
| Next Best Customer | Surfaces the top accounts within a territory |
| Next Best Action | Suggests timely actions on a weekly basis, such as visits and emails |
| Next Best Message | Provides tailored messages for each product associated with the account |