Youreka and Einstein Next Best Action (NBA)

Many of Youreka's customers are choosing to use Discoveries to generate insights from the data that is captured in Youreka forms. If you've reviewed the articles in this knowledge base about Discoveries, you know that they are records that are created in Salesforce when a form is filled out in a certain way. These records can be used to create reports, dashboards, notifications, and so much more.

One way that our customers have chosen to use Discoveries is to tie them together with Einstein Next Best Action functionality. This article shows you an example of how we've set up Discoveries to connect with Einstein Next Best Action, which allows users in Salesforce to leverage powerful Salesforce automation from their Youreka Discoveries.

Step 1: Create A Relationship Between Discovery Type and Recommendation

Create a lookup relationship on the Discovery Type object that looks up to Recommendation. This allows us to create an NBA recommendation for every type of Discovery that is generated in Salesforce.

Step 2: Create A Next Best Action Strategy

Visit Setup -> Next Best Action -> New Strategy. We named our Strategy Form Strategy. This takes you into a builder that allows you to configure how the recommendations will be created. In this example, we're going to generate a recommendation for every Discovery that appears on a Form.

First, use a Load action to load Discovery records.

Next, map the values from the Discovery Type object to values on the Recommendation object. In many cases, we're traversing the Discovery Type relationship to the Recommendation object.

Next, use a Filter action to limit the resulting Discoveries down to only the Discoveries which are related to the Form record that started the process. Effectively what this means is that, at the beginning of the process, the system will collect all Discoveries, map them to a Recommendation, but then only kick out Recommendations which are appropriate for this single Form.

Step 3: Create A Lightning Page for the Form Object

Create a Lightning Page for the Form object, which allows you to view Youreka Forms on a page, alongside other helpful components (namely, Next Best Action).

Step 4: Create Recommendations, and Map To Discovery Types

Create a Recommendation record. In our example, we'll use "Upsell Opportunity". In this example, whenever a Discovery gets created of type Upsell Opportunity, we'll load up a Next Best Action called Upsell Opportunity, which gives the end user an ability to launch a screen flow that creates an Opportunity record! (You'll need to create your own screen flow, and then select it in the "Action" field on your newly created Recommendation record).

Map that Recommendation to a Discovery Type using the lookup you created in step 1. If you don't have a Discovery Type in the system yet, go make one in the Form Template Builder!

Step 5: Test!

Fill out a Form record in Salesforce (or on Youreka Mobile), and make sure to answer the questions in such a way that a Discovery is generated. If successful, you will see a Recommendation visible on your Form Detail page as it loads. From there, click on the Next Best Action button to launch your screen flow.

With this simple example, we hope that you can now see how we can take Discoveries, and connect them to Einstein Next Best Action Screen Flows, which allows you to take the data that is captured from Youreka forms, and immediately make it actionable back in Salesforce.