Create Expressions for Filtering Recommendations More Easily in Next Best Action Strategies

Einstein Next Best action now lets you create expressions for filtering recommendations more quickly and accurately. Expressions use resources, operators, and values, and you can build them in two different modes: simple and advanced. Simple is declarative: just select or search to build your formula. Need a more complex expression? Advanced is the way to go: type your expression following the formatting and syntax guidelines you’ll find on the screen.

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

Edit Filter screen showing standard formula