How do I enable Einstein reply recommendations?

How do I enable Einstein reply recommendations?

From Setup, in the Quick Find box, enter Einstein Reply Recommendation , and select Einstein Reply Recommendations. Click the toggle to enable Einstein Reply Recommendations.

What are salesforce Recommendations?

Recommendations are standard Salesforce records, similar to accounts and contacts, that are processed by strategies and associated with flows. Strategies determine which recommendation records are surfaced using business rules, predictive models, and other data sources.

How do I create a recommendation in Salesforce?

Create Recommendations

1. From the App Launcher ( ), find and open Recommendations.
2. If necessary, change the List View from Recently Viewed to All Recommendations.
3. Click New.
4. Fill out the fields as follows.
5. Click Save.
6. Click the Recommendations tab and then the All Recommendations List View.

What are guided actions in Salesforce?

Guided action list is a salesforce standard lightning component, built to assist an agent, which gives an easy way to add or auto-populate flows in the component user interface.

How do you activate Einstein’s case classification?

Add Case Classification to the Service Console

1. In the Lightning App Builder, open the case record page or a custom page where you want to show case classification recommendations.
2. Drag the Einstein Field Recommendations component onto the page.
3. Select Case Classification as the type.
4. Save your changes.

How do I set up my Einstein license?

Required Editions and User Permissions

1. From Setup, enter Permission Sets in the Quick Find. Then, select Permission Sets.
2. Click the Sales Cloud Einstein permission set.
3. Click Manage Assignments to assign the permission set to users.

What is stage setup flow Salesforce?

When you mark a stage resource Active by Default, the flow automatically sets values for the global variables. Use this setting when a stage applies to every branch of the flow. At run time, the default active stages are sorted in ascending order.

What guided flow?

A guided flow, often called a wizard, presents a series of steps or conditions that the user needs to complete in order to accomplish a goal or task.

What standard case means?

A case definition is a set of standard criteria for classifying whether a person has a particular disease, syndrome, or other health condition. Some case definitions, particularly those used for national surveillance, have been developed and adopted as national standards that ensure comparability.

How do I check my Einstein license?

To check the licenses you have acquired, go to Company Information in setup menu. In Company Information page, scroll down to Permission Set Licenses section.