What are the specs for image FAQs: Next Best ActionFAQs: Next Best ActionFAQs: Next Best ActionFAQs: Next Best Actiondesigns associated with Recommendations?
We recommend a 1000x380 canvas. Click here for a Canva template of our designs that can be customized to fit your brand.
Can I display Next Best Action recommendations based on user profile?
Currently, Salesforce states they cannot limit recommendations based on active user profiles. We can only display recommendations based on filter criteria on Object field information.
Which fields are Next Best Action recommendations dependent on?
Lead Object
Do Not Call
Lead Status
Contacted Checkbox
Has Cadence (new field)
Last Recommendation Rejected (new field)
Latest Outgoing Text (new field)
Latest Outgoing Call (new field)
Number of Days Since Last Outgoing Call (new field)
Number of Days Since Last Out Text (new field)
Opportunity Object
Opportunity Stage
Last Offer Made
Appointment Date/Time
Has Cadence (new field)
Post Appointment Survey Complete (new hidden field)
Appointment Completed Answered (new hidden field)
Appointment Completed Checkbox (new hidden field)
Appointment Prep Complete (new hidden field)
Last Recommendation Rejected (new hidden field)