Suggest Recommendations and Offers to Your Lightning Experience Users (General Availability)

Direct your users to the best next step with the Einstein Next Best Action component. Available on Lightning record pages, this component uses strategies that apply your org’s business rules to display context-sensitive offers and actions, like an upgrade, a discount, or a service. You define the conditions and rules that determine which recommendations to display to your users. This component is available as part of Einstein Next Best Action.

Where: This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, and Unlimited editions.

How: When a user accepts a suggestion, a screen flow launches. To run a flow, your users must have either the Run Flow permission or the Flow User field enabled on the user detail page.