Set Up Visit Recommendations Using Flows | Visit and Task Recommendations for Admins with Consumer
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#trailhead
#salestraining
Visit and Task Recommendations for Admins with Consumer
Learning Objectives
After completing this unit, you’ll be able to:
Enable Einstein Visit Recommendations.
Explain rules-based Einstein Visit Recommendations.
Set up rules-based Einstein visit recommendations by using flows.
Enable Einstein Visit Recommendations
Fatima must set up visit recommendations so Gustavo can access them on the AI Visit Recommendations page in the Consumer Goods org. To set up visit recommendations for Gustavo and his field reps, Fatima first needs to enable Einstein Visit Recommendations. Let’s see how she does it.
From Setup, in the Quick Find box, enter Einstein Visit Recommendations, and select Einstein Visit Recommendations.
Enable Status.
In the dropdown list Delete expired visit recommendation after, select the number of weeks after which recommendations in the Recommended status are automatically deleted. Never is selected by default, and Fatima goes ahead with this choice.
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