Customizing the Einstein Next Best Action - Update Skills Component

After creating the Einstein Next Best Action - Update Skills component, you can customize this feature according to your business requirements.

Amending the Outdated Skills Threshold

You can set a number of days within which a user must update their skills, before these skills are identified as outdated. The default number of days is 42.

To this, perform the following steps:

  1. From Setup, navigate to Custom Settings.
  2. Select the Skills Management custom setting.
  3. Click Manage | Edit.
  4. Specify your required threshold in days in the Outdated Skills Threshold in Days field.
  5. Click Save.

The default value for the Outdated Skills Threshold in Days field is controlled using a custom class. If this field is not visible in the Skills Management custom setting, perform the following steps:

  1. From Setup, navigate to Custom Settings.
  2. Click Manage next to the Skills Management custom setting.
  3. Click New.
  4. Specify your required threshold in days in the Outdated Skills Threshold in Days field.
  5. Click Save.

Customizing the Image on the Einstein Next Best Action Recommendation

To edit the image displayed on your Einstein Next Best Action recommendation, perform the following steps:

  1. From the App Launcher, navigate to Recommendations.
  2. Select the recommendation you want to edit.
  3. Click in the Image field.
  4. Click Upload Image.
  5. Upload your required image. For best results, use a 1,000 x 380 pixels image with a resolution of 72 DPI (dots per inch) or similar.
  6. Click Save.

Customizing the Text on the Einstein Next Best Action Recommendation

To edit the description displayed on your Einstein Next Best Action recommendation, perform the following steps:

  1. From the App Launcher, navigate to Recommendations.
  2. Select the recommendation you want to edit.
  3. Click in the Description field.
  4. Enter your description.
  5. Click Save.

Customizing the Text on the Einstein Next Best Action Recommendation Buttons

To edit the text on the buttons displayed on your Einstein Next Best Action recommendation, perform the following steps:

  1. From the App Launcher, navigate to Recommendations.
  2. Select the recommendation you want to edit.
  3. Click in the following fields to edit their values:
    1. Acceptance Label
    2. Rejection Label
  4. Click Save.

Limiting Reoffers

If you want to limit recommendations displayed to users after they have accepted or rejected them, you can add a reoffers component to your next best action.

Note:

Note: If you add a Limit Reoffers component, it must be placed in the following sequence on the Next Best Action - Strategy Builder page: Load → Limit Reoffers → Filter → Output.

To limit recommendations displayed to users:

  1. From the Toolbox panel Elements tab, drag and drop Limit Reoffers the Manage Next Best Action - Strategy Builder page.
  2. Enter a label for your Limit Reoffers. For example, Manage Skills Reoffer. The API Name field is populated automatically based on the label you enter.
  3. Specify your required number of reactions.
  4. Specify your required time period in days.
  5. Click Save.