Recommendations are the Salesforce records behind Einstein Next Best Action and Salesforce CMS recommendations — "Suggest this offer to this customer," "Show this article to a similar visitor." Most are auto-created by Einstein engines; manual creation is for static, hand-curated suggestions.
- Confirm Next Best Action is enabled (for NBA recommendations)
Setup → Next Best Action → enable the feature.
- Open the Recommendations tab (or App Launcher)
Recommendations are records, like any object.
- Click New Recommendation
Top-right of the list.
- Set Name and Description
Description appears in the recommendation card shown to users.
- Set Action Reference (URL or quick action)
What clicking the recommendation does — open a record, run a Flow, navigate to a URL.
- Set Image
Optional image shown in the recommendation card.
- Save → bind to a strategy
Setup → Recommendation Strategies → strategy → Add Recommendation → pick this Recommendation. The strategy decides when to surface it.
Required.
Required. Shown on the recommendation card.
- Recommendations on their own do nothing — they need to be in a Recommendation Strategy. Without a strategy, the Recommendation record exists but never displays.
- Recommendation Strategies are part of Next Best Action — separate paid feature in some editions. Confirm licensing.
- Image hosting is on Salesforce Files. Large images count against file storage; optimize image size before uploading.